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XLKQ.L vs. IDTW.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLKQ.L vs. IDTW.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) and iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XLKQ.L is traded in GBp, while IDTW.L is traded in USD. To make them comparable, the IDTW.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XLKQ.L achieves a 17.29% return, which is significantly lower than IDTW.L's 60.13% return. Over the past 10 years, XLKQ.L has outperformed IDTW.L with an annualized return of 25.10%, while IDTW.L has yielded a comparatively lower 20.30% annualized return.


XLKQ.L

1D
-1.59%
1M
-3.44%
6M
19.70%
YTD
17.29%
1Y
31.37%
3Y*
30.04%
5Y*
22.68%
10Y*
25.10%

IDTW.L

1D
0.00%
1M
-5.60%
6M
52.61%
YTD
60.13%
1Y
85.79%
3Y*
38.65%
5Y*
20.64%
10Y*
20.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLKQ.L vs. IDTW.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc
17.29%15.76%44.03%51.84%-20.58%36.28%37.93%44.38%2.54%21.82%
IDTW.L
iShares MSCI Taiwan UCITS ETF USD (Dist)
60.13%22.39%25.77%22.40%-21.17%29.73%30.40%29.33%-3.73%16.98%

Correlation

The correlation between XLKQ.L and IDTW.L is 0.70, 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

0.70

Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2009

0.54

The correlation between XLKQ.L and IDTW.L shifts across timeframes, from 0.54 (all time) to 0.70 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

XLKQ.L vs. IDTW.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLKQ.L
XLKQ.L Risk / Return Rank: 4747
Overall Rank
XLKQ.L Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
XLKQ.L Sortino Ratio Rank: 5151
Sortino Ratio Rank
XLKQ.L Omega Ratio Rank: 4848
Omega Ratio Rank
XLKQ.L Calmar Ratio Rank: 4545
Calmar Ratio Rank
XLKQ.L Martin Ratio Rank: 3737
Martin Ratio Rank

IDTW.L
IDTW.L Risk / Return Rank: 9393
Overall Rank
IDTW.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IDTW.L Sortino Ratio Rank: 9191
Sortino Ratio Rank
IDTW.L Omega Ratio Rank: 9191
Omega Ratio Rank
IDTW.L Calmar Ratio Rank: 9696
Calmar Ratio Rank
IDTW.L Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLKQ.L vs. IDTW.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) and iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.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.


XLKQ.LIDTW.LDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-1.76

Omega ratioGain probability vs. loss probability

1.25

1.52

-0.26

Calmar ratioReturn relative to maximum drawdown

1.86

7.56

-5.70

Martin ratioReturn relative to average drawdown

4.56

20.70

-16.14

XLKQ.L vs. IDTW.L - Sharpe Ratio Comparison

The current XLKQ.L Sharpe Ratio is 1.48, which is lower than the IDTW.L Sharpe Ratio of 3.18. The chart below compares the historical Sharpe Ratios of XLKQ.L and IDTW.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XLKQ.L vs. IDTW.L - Drawdown Comparison

The maximum XLKQ.L drawdown since its inception was -38.43%, smaller than the maximum IDTW.L drawdown of -47.00%. Use the drawdown chart below to compare losses from any high point for XLKQ.L and IDTW.L.


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Drawdown Indicators


XLKQ.LIDTW.LDifference

Max Drawdown

Largest peak-to-trough decline

-38.43%

-47.00%

+8.57%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-11.21%

-5.55%

Max Drawdown (3Y)

Largest decline over 3 years

-28.74%

-29.91%

+1.17%

Max Drawdown (5Y)

Largest decline over 5 years

-28.74%

-30.18%

+1.44%

Max Drawdown (10Y)

Largest decline over 10 years

-28.74%

-30.18%

+1.44%

Current Drawdown

Current decline from peak

-7.95%

-11.21%

+3.26%

Average Drawdown

Average peak-to-trough decline

-8.06%

-9.11%

+1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.87%

4.10%

+2.77%

Volatility

XLKQ.L vs. IDTW.L - Volatility Comparison

The current volatility for Invesco Technology S&P US Select Sector UCITS ETF GBP Acc (XLKQ.L) is 7.47%, while iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.L) has a volatility of 11.22%. This indicates that XLKQ.L experiences smaller price fluctuations and is considered to be less risky than IDTW.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLKQ.LIDTW.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.47%

11.22%

-3.75%

Volatility (6M)

Calculated over the trailing 6-month period

16.46%

23.14%

-6.68%

Volatility (1Y)

Calculated over the trailing 1-year period

21.19%

26.69%

-5.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.43%

22.44%

+3.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.45%

21.75%

+1.70%

XLKQ.L vs. IDTW.L - Expense Ratio Comparison

XLKQ.L has a 0.14% expense ratio, which is lower than IDTW.L's 0.74% expense ratio.


Dividends

XLKQ.L vs. IDTW.L - Dividend Comparison

XLKQ.L has not paid dividends to shareholders, while IDTW.L's dividend yield for the trailing twelve months is around 0.96%.


PositionTTM20252024202320222021202020192018201720162015
IDTW.L
iShares MSCI Taiwan UCITS ETF USD (Dist)
0.96%1.51%1.43%2.09%3.39%1.35%1.73%2.15%2.78%2.70%3.10%3.33%
XLKQ.L
Invesco Technology S&P US Select Sector UCITS ETF GBP Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XLKQ.L and IDTW.L have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLKQ.L is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLKQ.L is cheaper with a 0.14% expense ratio, compared with 0.74% for IDTW.L.

XLKQ.L tracks S&P Select Sector Capped 20% Technology Index, while IDTW.L tracks iShares MSCI Taiwan UCITS ETF USD (Dist). They also come from different issuers: Invesco and iShares. Their fees differ too: 0.14% for XLKQ.L and 0.74% for IDTW.L.

Portfolio Optimizer

Find the right allocation for XLKQ.L and IDTW.L

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