XCTE.L vs. SHLD.L
XCTE.L (Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C) and SHLD.L (iShares Digital Security UCITS ETF USD (Dist)) are both Technology Equities funds - XCTE.L tracks the MSCI World/Information Tech NR USD while SHLD.L tracks the STOXX Global Digital Security Open Net Index in USD. Both are passively managed. Over the past 3 years, XCTE.L returned 8.68%/yr vs 19.12%/yr for SHLD.L. At a 0.39 correlation, their price movements are largely independent. XCTE.L charges 0.44%/yr vs 0.40%/yr for SHLD.L.
Performance
XCTE.L vs. SHLD.L - Performance Comparison
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Returns By Period
In the year-to-date period, XCTE.L achieves a -1.68% return, which is significantly lower than SHLD.L's 16.56% return.
XCTE.L
- 1D
- 0.31%
- 1M
- -4.26%
- 6M
- -5.89%
- YTD
- -1.68%
- 1Y
- 13.13%
- 3Y*
- 8.68%
- 5Y*
- —
- 10Y*
- —
SHLD.L
- 1D
- -0.54%
- 1M
- 3.39%
- 6M
- 16.67%
- YTD
- 16.56%
- 1Y
- 21.82%
- 3Y*
- 19.12%
- 5Y*
- 9.10%
- 10Y*
- —
XCTE.L vs. SHLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XCTE.L Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C | -1.68% | 35.15% | 13.83% | -15.21% | -0.32% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 16.56% | 11.51% | 16.55% | 33.91% | -17.77% |
Correlation
The correlation between XCTE.L and SHLD.L is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 21, 2022 | 0.39 |
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Return for Risk
XCTE.L vs. SHLD.L — Risk / Return Rank
XCTE.L
SHLD.L
XCTE.L vs. SHLD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C (XCTE.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XCTE.L | SHLD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.91 | -1.05 |
| Martin ratioReturn relative to average drawdown | 1.72 | 4.12 | -2.40 |
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Drawdowns
XCTE.L vs. SHLD.L - Drawdown Comparison
The maximum XCTE.L drawdown since its inception was -46.14%, which is greater than SHLD.L's maximum drawdown of -36.07%. Use the drawdown chart below to compare losses from any high point for XCTE.L and SHLD.L.
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Drawdown Indicators
| XCTE.L | SHLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.14% | -36.07% | -10.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.75% | -11.40% | -5.35% |
Max Drawdown (3Y)Largest decline over 3 years | -32.95% | -22.72% | -10.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -36.07% | — |
Current DrawdownCurrent decline from peak | -11.27% | -5.36% | -5.91% |
Average DrawdownAverage peak-to-trough decline | -21.43% | -9.27% | -12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.41% | 5.28% | +3.13% |
Volatility
XCTE.L vs. SHLD.L - Volatility Comparison
Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C (XCTE.L) has a higher volatility of 7.63% compared to iShares Digital Security UCITS ETF USD (Dist) (SHLD.L) at 6.81%. This indicates that XCTE.L's price experiences larger fluctuations and is considered to be riskier than SHLD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XCTE.L | SHLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 6.81% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 17.67% | 18.09% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.11% | 21.64% | +2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.54% | 21.39% | +9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.54% | 21.22% | +9.32% |
XCTE.L vs. SHLD.L - Expense Ratio Comparison
XCTE.L has a 0.44% expense ratio, which is higher than SHLD.L's 0.40% expense ratio.
Dividends
XCTE.L vs. SHLD.L - Dividend Comparison
XCTE.L has not paid dividends to shareholders, while SHLD.L's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
XCTE.L Xtrackers Harvest MSCI China Tech 100 UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XCTE.L and SHLD.L have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SHLD.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SHLD.L is cheaper with a 0.40% expense ratio, compared with 0.44% for XCTE.L.
XCTE.L tracks MSCI World/Information Tech NR USD, while SHLD.L tracks STOXX Global Digital Security Open Net Index in USD. They also come from different issuers: DWS and iShares. Their fees differ too: 0.44% for XCTE.L and 0.40% for SHLD.L.
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