XLKQ.L vs. SCHD
Compare and contrast key facts about Invesco US Technology Sector UCITS ETF (XLKQ.L) and Schwab US Dividend Equity ETF (SCHD).
XLKQ.L and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLKQ.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 16, 2009. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both XLKQ.L and SCHD 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: XLKQ.L or SCHD.
Key characteristics
| XLKQ.L | SCHD | |
|---|---|---|
| YTD Return | 17.25% | 9.70% |
| 1Y Return | 29.09% | 16.01% |
| 3Y Return (Ann) | 16.59% | 5.90% |
| 5Y Return (Ann) | 22.81% | 12.41% |
| 10Y Return (Ann) | 22.86% | 11.31% |
| Sharpe Ratio | 1.39 | 1.35 |
| Daily Std Dev | 20.21% | 11.76% |
| Max Drawdown | -23.83% | -33.37% |
| Current Drawdown | -14.33% | -2.99% |
Correlation
The correlation between XLKQ.L and SCHD is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XLKQ.L vs. SCHD - Performance Comparison
In the year-to-date period, XLKQ.L achieves a 17.25% return, which is significantly higher than SCHD's 9.70% return. Over the past 10 years, XLKQ.L has outperformed SCHD with an annualized return of 22.86%, while SCHD has yielded a comparatively lower 11.31% annualized 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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XLKQ.L vs. SCHD - Expense Ratio Comparison
XLKQ.L has a 0.14% expense ratio, which is higher than SCHD's 0.06% 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
XLKQ.L vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Technology Sector UCITS ETF (XLKQ.L) and Schwab US Dividend Equity ETF (SCHD). 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
XLKQ.L vs. SCHD - Dividend Comparison
XLKQ.L has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLKQ.L Invesco US Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.45% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
XLKQ.L vs. SCHD - Drawdown Comparison
The maximum XLKQ.L drawdown since its inception was -23.83%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for XLKQ.L and SCHD. For additional features, visit the drawdowns tool.
Volatility
XLKQ.L vs. SCHD - Volatility Comparison
Invesco US Technology Sector UCITS ETF (XLKQ.L) has a higher volatility of 6.85% compared to Schwab US Dividend Equity ETF (SCHD) at 3.00%. This indicates that XLKQ.L's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.