SILG.L vs. XLUP.L
Compare and contrast key facts about Global X Silver Miners UCITS ETF USD Accumulating (SILG.L) and Invesco US Utilities Sector UCITS ETF (XLUP.L).
SILG.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. SILG.L is a passively managed fund by Global X that tracks the performance of the EMIX Global Mining Global Gold TR USD. It was launched on May 6, 2022. 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 SILG.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: SILG.L or XLUP.L.
Key characteristics
| SILG.L | XLUP.L | |
|---|---|---|
| YTD Return | 23.02% | 26.27% |
| 1Y Return | 44.94% | 30.49% |
| Sharpe Ratio | 0.79 | 2.02 |
| Sortino Ratio | 1.41 | 2.79 |
| Omega Ratio | 1.22 | 1.34 |
| Calmar Ratio | 1.31 | 1.04 |
| Martin Ratio | 2.99 | 8.72 |
| Ulcer Index | 13.95% | 3.23% |
| Daily Std Dev | 52.60% | 14.13% |
| Max Drawdown | -32.00% | -29.94% |
| Current Drawdown | -14.66% | -2.75% |
Correlation
The correlation between SILG.L and XLUP.L is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SILG.L vs. XLUP.L - Performance Comparison
In the year-to-date period, SILG.L achieves a 23.02% return, which is significantly lower than XLUP.L's 26.27% 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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SILG.L vs. XLUP.L - Expense Ratio Comparison
SILG.L has a 0.65% expense ratio, which is higher than XLUP.L's 0.14% expense ratio.
Risk-Adjusted Performance
SILG.L vs. XLUP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Silver Miners UCITS ETF USD Accumulating (SILG.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
SILG.L vs. XLUP.L - Dividend Comparison
Neither SILG.L nor XLUP.L has paid dividends to shareholders.
Drawdowns
SILG.L vs. XLUP.L - Drawdown Comparison
The maximum SILG.L drawdown since its inception was -32.00%, which is greater than XLUP.L's maximum drawdown of -29.94%. Use the drawdown chart below to compare losses from any high point for SILG.L and XLUP.L. For additional features, visit the drawdowns tool.
Volatility
SILG.L vs. XLUP.L - Volatility Comparison
Global X Silver Miners UCITS ETF USD Accumulating (SILG.L) has a higher volatility of 13.83% compared to Invesco US Utilities Sector UCITS ETF (XLUP.L) at 5.23%. This indicates that SILG.L's price experiences larger fluctuations and is considered to be riskier than XLUP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.