XLFS.L vs. ESIF.L
Compare and contrast key facts about Invesco Financials S&P US Select Sector UCITS ETF Acc (XLFS.L) and iShares MSCI Europe Financials Sector UCITS ETF (ESIF.L).
XLFS.L and ESIF.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLFS.L is a passively managed fund by Invesco that tracks the performance of the S&P® Select Sector Capped 20% Financials Index. It was launched on Dec 16, 2009. ESIF.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 18, 2020. Both XLFS.L and ESIF.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
XLFS.L vs. ESIF.L - Performance Comparison
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XLFS.L vs. ESIF.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XLFS.L Invesco Financials S&P US Select Sector UCITS ETF Acc | -11.07% | 14.99% | 30.15% | 12.12% | -11.03% | 36.17% | 5.86% |
ESIF.L iShares MSCI Europe Financials Sector UCITS ETF | -4.14% | 66.21% | 18.09% | 25.08% | -7.49% | 19.39% | 5.39% |
Different Trading Currencies
XLFS.L is traded in USD, while ESIF.L is traded in GBP. To make them comparable, the ESIF.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XLFS.L achieves a -11.07% return, which is significantly lower than ESIF.L's -4.14% return.
XLFS.L
- 1D
- 0.46%
- 1M
- -4.15%
- YTD
- -11.07%
- 6M
- -8.37%
- 1Y
- -0.76%
- 3Y*
- 16.60%
- 5Y*
- 8.86%
- 10Y*
- 11.97%
ESIF.L
- 1D
- 4.07%
- 1M
- -3.03%
- YTD
- -4.14%
- 6M
- 5.06%
- 1Y
- 29.35%
- 3Y*
- 30.71%
- 5Y*
- 18.75%
- 10Y*
- —
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XLFS.L vs. ESIF.L - Expense Ratio Comparison
XLFS.L has a 0.14% expense ratio, which is lower than ESIF.L's 0.18% expense ratio. Despite the difference, 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
XLFS.L vs. ESIF.L — Risk / Return Rank
XLFS.L
ESIF.L
XLFS.L vs. ESIF.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Financials S&P US Select Sector UCITS ETF Acc (XLFS.L) and iShares MSCI Europe Financials Sector UCITS ETF (ESIF.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.
| XLFS.L | ESIF.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.02 | 1.38 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.83 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.26 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.08 | -2.14 |
Martin ratioReturn relative to average drawdown | -0.16 | 7.03 | -7.18 |
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
| XLFS.L | ESIF.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.02 | 1.38 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.88 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.97 | -0.44 |
Correlation
The correlation between XLFS.L and ESIF.L is 0.67, 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
XLFS.L vs. ESIF.L - Dividend Comparison
Neither XLFS.L nor ESIF.L has paid dividends to shareholders.
Drawdowns
XLFS.L vs. ESIF.L - Drawdown Comparison
The maximum XLFS.L drawdown since its inception was -42.76%, which is greater than ESIF.L's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for XLFS.L and ESIF.L.
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Drawdown Indicators
| XLFS.L | ESIF.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.76% | -23.55% | -19.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -12.22% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -26.06% | -23.55% | -2.51% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | — | — |
Current DrawdownCurrent decline from peak | -12.89% | -5.60% | -7.29% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -4.18% | -3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.34% | +1.53% |
Volatility
XLFS.L vs. ESIF.L - Volatility Comparison
The current volatility for Invesco Financials S&P US Select Sector UCITS ETF Acc (XLFS.L) is 4.80%, while iShares MSCI Europe Financials Sector UCITS ETF (ESIF.L) has a volatility of 8.38%. This indicates that XLFS.L experiences smaller price fluctuations and is considered to be less risky than ESIF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLFS.L | ESIF.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 8.38% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 14.39% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 21.20% | -2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 21.36% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 21.27% | -0.35% |