XG7U.L vs. ITPS.L
Compare and contrast key facts about Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged (XG7U.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L).
XG7U.L and ITPS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XG7U.L is a passively managed fund by Xtrackers that tracks the performance of the Bloomberg Gbl Infl Linked TR Hdg USD. It was launched on Feb 6, 2013. ITPS.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Gbl Infl Linked US TIPS TR USD. It was launched on Dec 8, 2006. Both XG7U.L and ITPS.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
XG7U.L vs. ITPS.L - Performance Comparison
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XG7U.L vs. ITPS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XG7U.L Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged | 0.80% | 4.67% | -0.45% | 4.13% | -17.08% | 5.31% | 9.30% | 8.31% | -0.09% | 3.18% |
ITPS.L iShares $ TIPS UCITS ETF USD (Acc) | 0.13% | 7.23% | 1.85% | 3.08% | -12.79% | 6.77% | 10.40% | 9.56% | -1.65% | 2.91% |
Different Trading Currencies
XG7U.L is traded in USD, while ITPS.L is traded in GBP. To make them comparable, the ITPS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XG7U.L achieves a 0.80% return, which is significantly higher than ITPS.L's 0.13% return. Over the past 10 years, XG7U.L has underperformed ITPS.L with an annualized return of 2.09%, while ITPS.L has yielded a comparatively higher 2.49% annualized return.
XG7U.L
- 1D
- 0.07%
- 1M
- -1.68%
- YTD
- 0.80%
- 6M
- 1.59%
- 1Y
- 3.19%
- 3Y*
- 1.87%
- 5Y*
- -0.49%
- 10Y*
- 2.09%
ITPS.L
- 1D
- -0.14%
- 1M
- -1.24%
- YTD
- 0.13%
- 6M
- 0.26%
- 1Y
- 2.63%
- 3Y*
- 3.25%
- 5Y*
- 1.26%
- 10Y*
- 2.49%
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XG7U.L vs. ITPS.L - Expense Ratio Comparison
XG7U.L has a 0.25% expense ratio, which is higher than ITPS.L's 0.12% 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
XG7U.L vs. ITPS.L — Risk / Return Rank
XG7U.L
ITPS.L
XG7U.L vs. ITPS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged (XG7U.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.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.
| XG7U.L | ITPS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.43 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.67 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.73 | +0.32 |
Martin ratioReturn relative to average drawdown | 3.65 | 2.51 | +1.14 |
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
| XG7U.L | ITPS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.43 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.17 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.32 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.18 | +0.14 |
Correlation
The correlation between XG7U.L and ITPS.L is 0.49, 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
XG7U.L vs. ITPS.L - Dividend Comparison
Neither XG7U.L nor ITPS.L has paid dividends to shareholders.
Drawdowns
XG7U.L vs. ITPS.L - Drawdown Comparison
The maximum XG7U.L drawdown since its inception was -23.33%, smaller than the maximum ITPS.L drawdown of -39.81%. Use the drawdown chart below to compare losses from any high point for XG7U.L and ITPS.L.
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Drawdown Indicators
| XG7U.L | ITPS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.33% | -37.27% | +13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -7.12% | +3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.33% | -15.72% | -7.61% |
Max Drawdown (10Y)Largest decline over 10 years | -23.33% | -15.72% | -7.61% |
Current DrawdownCurrent decline from peak | -11.04% | -8.06% | -2.98% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -10.71% | +4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 3.91% | -2.94% |
Volatility
XG7U.L vs. ITPS.L - Volatility Comparison
Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged (XG7U.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L) have volatilities of 1.94% and 1.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XG7U.L | ITPS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 1.96% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.71% | 3.56% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 6.05% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.76% | 7.35% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.99% | 7.66% | -0.67% |