VJPU.L vs. XLK
Compare and contrast key facts about Vanguard FTSE Japan UCITS ETF USD Hedged Acc (VJPU.L) and Technology Select Sector SPDR Fund (XLK).
VJPU.L and XLK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VJPU.L is a passively managed fund by Vanguard that tracks the performance of the FTSE Japan (USD Hedged). It was launched on Jan 31, 2020. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998. Both VJPU.L and XLK 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: VJPU.L or XLK.
Key characteristics
| VJPU.L | XLK | |
|---|---|---|
| YTD Return | 13.52% | 14.25% |
| 1Y Return | 14.46% | 30.15% |
| Sharpe Ratio | 0.57 | 1.44 |
| Daily Std Dev | 23.68% | 21.34% |
| Max Drawdown | -25.40% | -82.05% |
| Current Drawdown | -12.03% | -7.79% |
Correlation
The correlation between VJPU.L and XLK is 0.31, 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
VJPU.L vs. XLK - Performance Comparison
In the year-to-date period, VJPU.L achieves a 13.52% return, which is significantly lower than XLK's 14.25% 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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VJPU.L vs. XLK - Expense Ratio Comparison
VJPU.L has a 0.20% expense ratio, which is higher than XLK's 0.13% 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%.
Risk-Adjusted Performance
VJPU.L vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Japan UCITS ETF USD Hedged Acc (VJPU.L) and Technology Select Sector SPDR Fund (XLK). 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
VJPU.L vs. XLK - Dividend Comparison
VJPU.L has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.53%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VJPU.L Vanguard FTSE Japan UCITS ETF USD Hedged Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.53% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% | 1.70% |
Drawdowns
VJPU.L vs. XLK - Drawdown Comparison
The maximum VJPU.L drawdown since its inception was -25.40%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for VJPU.L and XLK. For additional features, visit the drawdowns tool.
Volatility
VJPU.L vs. XLK - Volatility Comparison
The current volatility for Vanguard FTSE Japan UCITS ETF USD Hedged Acc (VJPU.L) is 6.62%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 8.00%. This indicates that VJPU.L experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.