SXLY.L vs. ICDU.L
Compare and contrast key facts about SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (SXLY.L) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L).
SXLY.L and ICDU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXLY.L is a passively managed fund by State Street that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Jul 7, 2015. ICDU.L is a passively managed fund by iShares that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Nov 20, 2015. Both SXLY.L and ICDU.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: SXLY.L or ICDU.L.
Key characteristics
| SXLY.L | ICDU.L | |
|---|---|---|
| YTD Return | -0.10% | 2.55% |
| 1Y Return | 22.43% | 24.26% |
| 3Y Return (Ann) | 3.81% | 6.69% |
| 5Y Return (Ann) | 10.47% | 10.37% |
| Sharpe Ratio | 1.19 | 1.36 |
| Daily Std Dev | 17.69% | 16.74% |
| Max Drawdown | -37.79% | -33.84% |
| Current Drawdown | -10.66% | -6.63% |
Correlation
The correlation between SXLY.L and ICDU.L is 0.94, 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
SXLY.L vs. ICDU.L - Performance Comparison
In the year-to-date period, SXLY.L achieves a -0.10% return, which is significantly lower than ICDU.L's 2.55% 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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SXLY.L vs. ICDU.L - Expense Ratio Comparison
Both SXLY.L and ICDU.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
SXLY.L vs. ICDU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (SXLY.L) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.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
SXLY.L vs. ICDU.L - Dividend Comparison
Neither SXLY.L nor ICDU.L has paid dividends to shareholders.
Drawdowns
SXLY.L vs. ICDU.L - Drawdown Comparison
The maximum SXLY.L drawdown since its inception was -37.79%, which is greater than ICDU.L's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for SXLY.L and ICDU.L. For additional features, visit the drawdowns tool.
Volatility
SXLY.L vs. ICDU.L - Volatility Comparison
The current volatility for SPDR S&P US Consumer Discretionary Select Sector UCITS ETF (SXLY.L) is 5.35%, while iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L) has a volatility of 5.71%. This indicates that SXLY.L experiences smaller price fluctuations and is considered to be less risky than ICDU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.