IUUS.L vs. XDWU.L
Compare and contrast key facts about iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) and Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.L).
IUUS.L and XDWU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUUS.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. XDWU.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 16, 2016. Both IUUS.L and XDWU.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: IUUS.L or XDWU.L.
Key characteristics
| IUUS.L | XDWU.L | |
|---|---|---|
| YTD Return | 26.35% | 16.05% |
| 1Y Return | 35.66% | 26.52% |
| 3Y Return (Ann) | 8.50% | 5.97% |
| 5Y Return (Ann) | 7.41% | 6.16% |
| Sharpe Ratio | 2.19 | 1.78 |
| Sortino Ratio | 2.96 | 2.44 |
| Omega Ratio | 1.37 | 1.31 |
| Calmar Ratio | 1.51 | 1.57 |
| Martin Ratio | 9.56 | 6.61 |
| Ulcer Index | 3.24% | 3.44% |
| Daily Std Dev | 14.58% | 13.11% |
| Max Drawdown | -36.26% | -33.87% |
| Current Drawdown | -4.21% | -5.96% |
Correlation
The correlation between IUUS.L and XDWU.L is 0.91, 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
IUUS.L vs. XDWU.L - Performance Comparison
In the year-to-date period, IUUS.L achieves a 26.35% return, which is significantly higher than XDWU.L's 16.05% return. 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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IUUS.L vs. XDWU.L - Expense Ratio Comparison
IUUS.L has a 0.15% expense ratio, which is lower than XDWU.L's 0.25% expense ratio. Despite the difference, 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
IUUS.L vs. XDWU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) and Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.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
IUUS.L vs. XDWU.L - Dividend Comparison
Neither IUUS.L nor XDWU.L has paid dividends to shareholders.
Drawdowns
IUUS.L vs. XDWU.L - Drawdown Comparison
The maximum IUUS.L drawdown since its inception was -36.26%, which is greater than XDWU.L's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for IUUS.L and XDWU.L. For additional features, visit the drawdowns tool.
Volatility
IUUS.L vs. XDWU.L - Volatility Comparison
iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) has a higher volatility of 5.13% compared to Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.L) at 4.18%. This indicates that IUUS.L's price experiences larger fluctuations and is considered to be riskier than XDWU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.