IUSU.L vs. XLUP.L
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) and Invesco US Utilities Sector UCITS ETF (XLUP.L).
IUSU.L and XLUP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 20, 2017. XLUP.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Dec 16, 2009. Both IUSU.L and XLUP.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUSU.L or XLUP.L.
Key characteristics
| IUSU.L | XLUP.L | |
|---|---|---|
| YTD Return | 26.37% | 26.10% |
| 1Y Return | 28.10% | 28.01% |
| 3Y Return (Ann) | 10.34% | 10.28% |
| 5Y Return (Ann) | 7.73% | 7.70% |
| Sharpe Ratio | 1.98 | 1.97 |
| Sortino Ratio | 2.75 | 2.73 |
| Omega Ratio | 1.34 | 1.34 |
| Calmar Ratio | 1.02 | 1.02 |
| Martin Ratio | 8.84 | 8.52 |
| Ulcer Index | 3.13% | 3.24% |
| Daily Std Dev | 14.05% | 14.03% |
| Max Drawdown | -29.89% | -29.94% |
| Current Drawdown | -2.74% | -2.88% |
Correlation
The correlation between IUSU.L and XLUP.L is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IUSU.L vs. XLUP.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with IUSU.L having a 26.37% return and XLUP.L slightly lower at 26.10%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUSU.L vs. XLUP.L - Expense Ratio Comparison
IUSU.L has a 0.15% expense ratio, which is higher than XLUP.L's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUSU.L vs. XLUP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) and Invesco US Utilities Sector UCITS ETF (XLUP.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IUSU.L vs. XLUP.L - Dividend Comparison
Neither IUSU.L nor XLUP.L has paid dividends to shareholders.
Drawdowns
IUSU.L vs. XLUP.L - Drawdown Comparison
The maximum IUSU.L drawdown since its inception was -29.89%, roughly equal to the maximum XLUP.L drawdown of -29.94%. Use the drawdown chart below to compare losses from any high point for IUSU.L and XLUP.L. For additional features, visit the drawdowns tool.
Volatility
IUSU.L vs. XLUP.L - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) and Invesco US Utilities Sector UCITS ETF (XLUP.L) have volatilities of 5.17% and 5.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.