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PUIG.L vs. XLKQ.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PUIG.L vs. XLKQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco USD Corporate Bond UCITS ETF Dist (PUIG.L) and Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

PUIG.L is traded in USD, while XLKQ.L is traded in GBp. To make them comparable, the XLKQ.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, PUIG.L achieves a 0.25% return, which is significantly lower than XLKQ.L's 23.50% return.


PUIG.L

1D
0.27%
1M
0.46%
YTD
0.25%
6M
0.43%
1Y
5.17%
3Y*
5.14%
5Y*
0.61%
10Y*

XLKQ.L

1D
-2.18%
1M
13.44%
YTD
23.50%
6M
23.21%
1Y
53.05%
3Y*
36.62%
5Y*
25.27%
10Y*
26.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PUIG.L vs. XLKQ.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PUIG.L
Invesco USD Corporate Bond UCITS ETF Dist
0.25%7.78%2.32%8.00%-14.87%-1.64%9.49%16.94%-4.38%0.47%
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc
23.50%24.49%41.63%59.85%-29.07%35.05%42.15%50.99%-4.30%1.65%

Correlation

The correlation between PUIG.L and XLKQ.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.25

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Nov 27, 2017

0.14

The correlation between PUIG.L and XLKQ.L shifts across timeframes, from 0.14 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

PUIG.L vs. XLKQ.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PUIG.L
PUIG.L Risk / Return Rank: 4141
Overall Rank
PUIG.L Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
PUIG.L Sortino Ratio Rank: 3939
Sortino Ratio Rank
PUIG.L Omega Ratio Rank: 3636
Omega Ratio Rank
PUIG.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
PUIG.L Martin Ratio Rank: 4242
Martin Ratio Rank

XLKQ.L
XLKQ.L Risk / Return Rank: 7373
Overall Rank
XLKQ.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
XLKQ.L Sortino Ratio Rank: 8181
Sortino Ratio Rank
XLKQ.L Omega Ratio Rank: 7878
Omega Ratio Rank
XLKQ.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
XLKQ.L Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PUIG.L vs. XLKQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco USD Corporate Bond UCITS ETF Dist (PUIG.L) and Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.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.


PUIG.LXLKQ.LDifference
Sharpe ratioReturn per unit of total volatility

-1.37

Sortino ratioReturn per unit of downside risk

-1.55

Omega ratioGain probability vs. loss probability

1.23

1.44

-0.20

Calmar ratioReturn relative to maximum drawdown

2.45

3.14

-0.69

Martin ratioReturn relative to average drawdown

6.61

9.57

-2.97

PUIG.L vs. XLKQ.L - Sharpe Ratio Comparison

The current PUIG.L Sharpe Ratio is 1.32, which is lower than the XLKQ.L Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of PUIG.L and XLKQ.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PUIG.LXLKQ.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

2.69

-1.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

1.09

-0.97

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

1.17

-0.71

Drawdowns

PUIG.L vs. XLKQ.L - Drawdown Comparison

The maximum PUIG.L drawdown since its inception was -21.72%, smaller than the maximum XLKQ.L drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for PUIG.L and XLKQ.L.


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Drawdown Indicators


PUIG.LXLKQ.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.72%

-35.00%

+13.28%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

-16.81%

+13.96%

Max Drawdown (3Y)

Largest decline over 3 years

-5.50%

-26.96%

+21.46%

Max Drawdown (5Y)

Largest decline over 5 years

-21.72%

-35.00%

+13.28%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

Current Drawdown

Current decline from peak

-0.90%

-3.14%

+2.24%

Average Drawdown

Average peak-to-trough decline

-6.86%

-5.75%

-1.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

5.53%

-4.48%

Volatility

PUIG.L vs. XLKQ.L - Volatility Comparison

The current volatility for Invesco USD Corporate Bond UCITS ETF Dist (PUIG.L) is 1.73%, while Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) has a volatility of 6.83%. This indicates that PUIG.L experiences smaller price fluctuations and is considered to be less risky than XLKQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PUIG.LXLKQ.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.73%

6.83%

-5.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.67%

14.92%

-11.25%

Volatility (1Y)

Calculated over the trailing 1-year period

5.31%

19.61%

-14.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.78%

23.32%

-14.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.95%

22.22%

-11.27%

PUIG.L vs. XLKQ.L - Expense Ratio Comparison

PUIG.L has a 0.10% expense ratio, which is lower than XLKQ.L's 0.14% 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%.


Dividends

PUIG.L vs. XLKQ.L - Dividend Comparison

PUIG.L's dividend yield for the trailing twelve months is around 4.92%, while XLKQ.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
PUIG.L
Invesco USD Corporate Bond UCITS ETF Dist
4.92%4.83%4.76%4.03%2.94%2.33%2.81%3.15%3.32%
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PUIG.L and XLKQ.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PUIG.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PUIG.L is cheaper with a 0.10% expense ratio, compared with 0.14% for XLKQ.L.

PUIG.L is categorized as Corporate Bonds, while XLKQ.L is Technology Equities. PUIG.L tracks Bloomberg US Corp Bond TR USD, while XLKQ.L tracks S&P Select Sector Capped 20% Technology Index. Their fees differ too: 0.10% for PUIG.L and 0.14% for XLKQ.L.

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