XLPP.L vs. BRK-B
XLPP.L (Invesco US Consumer Staples Sector UCITS ETF) is Consumer Staples Equities fund tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, XLPP.L returned 8.07%/yr vs 13.65%/yr for BRK-B. At a 0.39 correlation, their price movements are largely independent.
Performance
XLPP.L vs. BRK-B - Performance Comparison
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Different Trading Currencies
XLPP.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XLPP.L achieves a 11.76% return, which is significantly higher than BRK-B's 1.28% return. Over the past 10 years, XLPP.L has underperformed BRK-B with an annualized return of 8.07%, while BRK-B has yielded a comparatively higher 13.65% annualized return.
XLPP.L
- 1D
- 0.97%
- 1M
- 1.50%
- YTD
- 11.76%
- 6M
- 13.08%
- 1Y
- 13.17%
- 3Y*
- 7.79%
- 5Y*
- 9.03%
- 10Y*
- 8.07%
BRK-B
- 1D
- 2.21%
- 1M
- 5.72%
- YTD
- 1.28%
- 6M
- 2.36%
- 1Y
- 6.94%
- 3Y*
- 12.83%
- 5Y*
- 13.50%
- 10Y*
- 13.65%
XLPP.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLPP.L Invesco US Consumer Staples Sector UCITS ETF | 11.76% | -2.88% | 15.99% | -5.68% | 11.45% | 19.81% | 5.47% | 22.94% | -4.95% | 3.10% |
BRK-B Berkshire Hathaway Inc. | 1.28% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Correlation
The correlation between XLPP.L and BRK-B is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2014 | 0.39 |
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Return for Risk
XLPP.L vs. BRK-B — Risk / Return Rank
XLPP.L
BRK-B
XLPP.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) and Berkshire Hathaway Inc. (BRK-B). 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.
| XLPP.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.59 | +0.81 |
| Martin ratioReturn relative to average drawdown | 3.28 | 1.26 | +2.02 |
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Drawdowns
XLPP.L vs. BRK-B - Drawdown Comparison
The maximum XLPP.L drawdown since its inception was -18.63%, smaller than the maximum BRK-B drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for XLPP.L and BRK-B.
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Drawdown Indicators
| XLPP.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.63% | -37.92% | +19.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -11.88% | +2.52% |
Max Drawdown (3Y)Largest decline over 3 years | -11.62% | -17.26% | +5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -13.72% | -20.84% | +7.12% |
Max Drawdown (10Y)Largest decline over 10 years | -18.63% | -21.44% | +2.81% |
Current DrawdownCurrent decline from peak | -2.88% | -8.80% | +5.92% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -7.41% | +2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 5.54% | -1.53% |
Volatility
XLPP.L vs. BRK-B - Volatility Comparison
Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) has a higher volatility of 5.16% compared to Berkshire Hathaway Inc. (BRK-B) at 4.77%. This indicates that XLPP.L's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLPP.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 4.77% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 12.06% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.53% | 15.72% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.45% | 16.94% | -3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.16% | 19.78% | -5.62% |
Dividends
XLPP.L vs. BRK-B - Dividend Comparison
Neither XLPP.L nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
XLPP.L and BRK-B have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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