UTIL.L vs. XLUP.L
Compare and contrast key facts about SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) and Invesco US Utilities Sector UCITS ETF (XLUP.L).
UTIL.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. UTIL.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Dec 5, 2014. 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 UTIL.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.
Performance
UTIL.L vs. XLUP.L - Performance Comparison
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UTIL.L vs. XLUP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTIL.L SPDR MSCI Europe Utilities UCITS ETF | 15.83% | 33.98% | 1.33% | 13.09% | -6.77% | 8.27% | 11.82% | 29.32% | 3.35% | 9.30% |
XLUP.L Invesco US Utilities Sector UCITS ETF | 8.86% | 2.48% | 30.63% | -11.20% | 8.09% | 27.94% | -9.92% | 29.08% | 7.49% | -3.07% |
Different Trading Currencies
UTIL.L is traded in EUR, while XLUP.L is traded in GBp. To make them comparable, the XLUP.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UTIL.L achieves a 15.83% return, which is significantly higher than XLUP.L's 8.86% return. Over the past 10 years, UTIL.L has outperformed XLUP.L with an annualized return of 11.43%, while XLUP.L has yielded a comparatively lower 9.01% annualized return.
UTIL.L
- 1D
- 1.80%
- 1M
- -0.80%
- YTD
- 15.83%
- 6M
- 26.64%
- 1Y
- 39.61%
- 3Y*
- 18.21%
- 5Y*
- 12.28%
- 10Y*
- 11.43%
XLUP.L
- 1D
- 0.89%
- 1M
- -2.15%
- YTD
- 8.86%
- 6M
- 6.87%
- 1Y
- 10.65%
- 3Y*
- 11.40%
- 5Y*
- 10.62%
- 10Y*
- 9.01%
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UTIL.L vs. XLUP.L - Expense Ratio Comparison
UTIL.L has a 0.18% 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%.
Return for Risk
UTIL.L vs. XLUP.L — Risk / Return Rank
UTIL.L
XLUP.L
UTIL.L vs. XLUP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Utilities UCITS ETF (UTIL.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.
| UTIL.L | XLUP.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.37 | 0.64 | +1.73 |
Sortino ratioReturn per unit of downside risk | 2.89 | 0.96 | +1.93 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.12 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 3.75 | 1.12 | +2.62 |
Martin ratioReturn relative to average drawdown | 15.01 | 2.22 | +12.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UTIL.L | XLUP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.37 | 0.64 | +1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.63 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.59 | -0.07 |
Correlation
The correlation between UTIL.L and XLUP.L is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UTIL.L vs. XLUP.L - Dividend Comparison
Neither UTIL.L nor XLUP.L has paid dividends to shareholders.
Drawdowns
UTIL.L vs. XLUP.L - Drawdown Comparison
The maximum UTIL.L drawdown since its inception was -34.59%, roughly equal to the maximum XLUP.L drawdown of -35.30%. Use the drawdown chart below to compare losses from any high point for UTIL.L and XLUP.L.
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Drawdown Indicators
| UTIL.L | XLUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -29.94% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -9.35% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -29.94% | +7.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | -29.94% | -4.65% |
Current DrawdownCurrent decline from peak | -1.74% | -2.51% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -8.20% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 4.20% | -1.60% |
Volatility
UTIL.L vs. XLUP.L - Volatility Comparison
SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) has a higher volatility of 6.89% compared to Invesco US Utilities Sector UCITS ETF (XLUP.L) at 5.50%. This indicates that UTIL.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.
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Volatility by Period
| UTIL.L | XLUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 5.50% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 10.36% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.66% | 16.57% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 16.80% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 18.19% | -0.56% |