XAID.L vs. LOCK.L
XAID.L (Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C) and LOCK.L (iShares Digital Security UCITS ETF USD Acc) are both Technology Equities funds - XAID.L tracks the Nasdaq Global Artificial Intelligence and Big Data Index while LOCK.L tracks the MSCI World/Information Tech NR USD. Both are passively managed. Over the past 5 years, XAID.L returned 21.54%/yr vs 10.47%/yr for LOCK.L. A 0.78 correlation means they provide meaningful diversification when combined. XAID.L charges 0.35%/yr vs 0.40%/yr for LOCK.L.
Performance
XAID.L vs. LOCK.L - Performance Comparison
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Returns By Period
In the year-to-date period, XAID.L achieves a 38.65% return, which is significantly higher than LOCK.L's 21.88% return.
XAID.L
- 1D
- -1.40%
- 1M
- 24.02%
- YTD
- 38.65%
- 6M
- 41.80%
- 1Y
- 68.63%
- 3Y*
- 40.87%
- 5Y*
- 21.54%
- 10Y*
- —
LOCK.L
- 1D
- -0.94%
- 1M
- 14.78%
- YTD
- 21.88%
- 6M
- 24.05%
- 1Y
- 28.79%
- 3Y*
- 22.46%
- 5Y*
- 10.47%
- 10Y*
- —
XAID.L vs. LOCK.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XAID.L Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C | 38.65% | 29.99% | 27.58% | 67.18% | -35.60% | 25.35% | 37.72% | 18.49% |
LOCK.L iShares Digital Security UCITS ETF USD Acc | 21.88% | 11.36% | 16.83% | 33.97% | -29.10% | 16.48% | 26.98% | 20.64% |
Correlation
The correlation between XAID.L and LOCK.L is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2019 | 0.78 |
The correlation between XAID.L and LOCK.L has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.
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Return for Risk
XAID.L vs. LOCK.L — Risk / Return Rank
XAID.L
LOCK.L
XAID.L vs. LOCK.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C (XAID.L) and iShares Digital Security UCITS ETF USD Acc (LOCK.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.
| XAID.L | LOCK.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.88 | ||
| Sortino ratioReturn per unit of downside risk | +2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.25 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 5.30 | 2.46 | +2.85 |
| Martin ratioReturn relative to average drawdown | 18.70 | 5.89 | +12.81 |
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
| XAID.L | LOCK.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.29 | 1.40 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.50 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.60 | +0.42 |
Drawdowns
XAID.L vs. LOCK.L - Drawdown Comparison
The maximum XAID.L drawdown since its inception was -41.08%, which is greater than LOCK.L's maximum drawdown of -36.04%. Use the drawdown chart below to compare losses from any high point for XAID.L and LOCK.L.
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Drawdown Indicators
| XAID.L | LOCK.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.08% | -36.04% | -5.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.81% | -11.65% | -1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -24.00% | -22.32% | -1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -41.08% | -36.04% | -5.04% |
Current DrawdownCurrent decline from peak | -1.40% | -0.94% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -9.60% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 4.88% | -1.23% |
Volatility
XAID.L vs. LOCK.L - Volatility Comparison
Xtrackers Artificial Intelligence & Big Data UCITS ETF 1C (XAID.L) has a higher volatility of 9.02% compared to iShares Digital Security UCITS ETF USD Acc (LOCK.L) at 8.01%. This indicates that XAID.L's price experiences larger fluctuations and is considered to be riskier than LOCK.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XAID.L | LOCK.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.02% | 8.01% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 17.03% | 16.32% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.72% | 20.47% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.98% | 21.06% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.19% | 21.12% | +3.07% |
XAID.L vs. LOCK.L - Expense Ratio Comparison
XAID.L has a 0.35% expense ratio, which is lower than LOCK.L's 0.40% expense ratio.
Dividends
XAID.L vs. LOCK.L - Dividend Comparison
Neither XAID.L nor LOCK.L has paid dividends to shareholders.
Frequently Asked Questions
XAID.L and LOCK.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAID.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAID.L is cheaper with a 0.35% expense ratio, compared with 0.40% for LOCK.L.
XAID.L tracks Nasdaq Global Artificial Intelligence and Big Data Index, while LOCK.L tracks MSCI World/Information Tech NR USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.35% for XAID.L and 0.40% for LOCK.L.
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