XDWU.L vs. IUUS.L
Compare and contrast key facts about Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.L) and iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L).
XDWU.L and IUUS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDWU.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 16, 2016. IUUS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 20, 2017. Both XDWU.L and IUUS.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: XDWU.L or IUUS.L.
Key characteristics
| XDWU.L | IUUS.L | |
|---|---|---|
| YTD Return | 16.05% | 26.35% |
| 1Y Return | 26.52% | 35.66% |
| 3Y Return (Ann) | 5.97% | 8.50% |
| 5Y Return (Ann) | 6.16% | 7.41% |
| Sharpe Ratio | 1.78 | 2.19 |
| Sortino Ratio | 2.44 | 2.96 |
| Omega Ratio | 1.31 | 1.37 |
| Calmar Ratio | 1.57 | 1.51 |
| Martin Ratio | 6.61 | 9.56 |
| Ulcer Index | 3.44% | 3.24% |
| Daily Std Dev | 13.11% | 14.58% |
| Max Drawdown | -33.87% | -36.26% |
| Current Drawdown | -5.96% | -4.21% |
Correlation
The correlation between XDWU.L and IUUS.L is 0.91, 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
XDWU.L vs. IUUS.L - Performance Comparison
In the year-to-date period, XDWU.L achieves a 16.05% return, which is significantly lower than IUUS.L's 26.35% 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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XDWU.L vs. IUUS.L - Expense Ratio Comparison
XDWU.L has a 0.25% expense ratio, which is higher than IUUS.L's 0.15% 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
XDWU.L vs. IUUS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.L) and iShares S&P 500 Utilities Sector UCITS Acc (IUUS.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
XDWU.L vs. IUUS.L - Dividend Comparison
Neither XDWU.L nor IUUS.L has paid dividends to shareholders.
Drawdowns
XDWU.L vs. IUUS.L - Drawdown Comparison
The maximum XDWU.L drawdown since its inception was -33.87%, smaller than the maximum IUUS.L drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for XDWU.L and IUUS.L. For additional features, visit the drawdowns tool.
Volatility
XDWU.L vs. IUUS.L - Volatility Comparison
The current volatility for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.L) is 4.18%, while iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) has a volatility of 5.13%. This indicates that XDWU.L experiences smaller price fluctuations and is considered to be less risky than IUUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.