XLPP.L vs. XLF
Compare and contrast key facts about Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) and Financial Select Sector SPDR Fund (XLF).
XLPP.L and XLF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLPP.L is a passively managed fund by Invesco that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Dec 16, 2009. XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998. Both XLPP.L and XLF 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: XLPP.L or XLF.
Correlation
The correlation between XLPP.L and XLF is 0.29, 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
XLPP.L vs. XLF - Performance Comparison
Key characteristics
XLPP.L:
1.67
XLF:
2.31
XLPP.L:
2.56
XLF:
3.30
XLPP.L:
1.29
XLF:
1.42
XLPP.L:
3.31
XLF:
4.48
XLPP.L:
9.49
XLF:
13.25
XLPP.L:
1.86%
XLF:
2.51%
XLPP.L:
10.55%
XLF:
14.44%
XLPP.L:
-18.86%
XLF:
-82.43%
XLPP.L:
-0.64%
XLF:
0.00%
Returns By Period
In the year-to-date period, XLPP.L achieves a 5.96% return, which is significantly lower than XLF's 7.99% return. Over the past 10 years, XLPP.L has underperformed XLF with an annualized return of 10.46%, while XLF has yielded a comparatively higher 14.77% annualized return.
XLPP.L
5.96%
4.56%
8.44%
18.04%
9.36%
10.46%
XLF
7.99%
3.90%
20.10%
34.13%
13.41%
14.77%
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XLPP.L vs. XLF - Expense Ratio Comparison
XLPP.L has a 0.14% expense ratio, which is higher than XLF's 0.13% 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
XLPP.L vs. XLF — Risk-Adjusted Performance Rank
XLPP.L
XLF
XLPP.L vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) and Financial Select Sector SPDR Fund (XLF). 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
XLPP.L vs. XLF - Dividend Comparison
XLPP.L has not paid dividends to shareholders, while XLF's dividend yield for the trailing twelve months is around 1.32%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
XLPP.L Invesco US Consumer Staples 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% |
XLF Financial Select Sector SPDR Fund | 1.32% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
XLPP.L vs. XLF - Drawdown Comparison
The maximum XLPP.L drawdown since its inception was -18.86%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for XLPP.L and XLF. For additional features, visit the drawdowns tool.
Volatility
XLPP.L vs. XLF - Volatility Comparison
Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) has a higher volatility of 3.21% compared to Financial Select Sector SPDR Fund (XLF) at 2.67%. This indicates that XLPP.L's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.