XLPP.L vs. XLU
Compare and contrast key facts about Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) and Utilities Select Sector SPDR Fund (XLU).
XLPP.L and XLU 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. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. Both XLPP.L and XLU 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 XLU.
Correlation
The correlation between XLPP.L and XLU is 0.37, 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. XLU - Performance Comparison
Key characteristics
XLPP.L:
1.67
XLU:
2.27
XLPP.L:
2.56
XLU:
3.06
XLPP.L:
1.29
XLU:
1.39
XLPP.L:
3.31
XLU:
1.90
XLPP.L:
9.49
XLU:
10.20
XLPP.L:
1.86%
XLU:
3.44%
XLPP.L:
10.55%
XLU:
15.49%
XLPP.L:
-18.86%
XLU:
-52.27%
XLPP.L:
-0.64%
XLU:
-2.42%
Returns By Period
The year-to-date returns for both investments are quite close, with XLPP.L having a 5.96% return and XLU slightly higher at 6.04%. Over the past 10 years, XLPP.L has outperformed XLU with an annualized return of 10.46%, while XLU has yielded a comparatively lower 9.34% annualized return.
XLPP.L
5.96%
4.56%
8.44%
18.04%
9.36%
10.46%
XLU
6.04%
1.80%
8.20%
35.33%
6.03%
9.34%
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XLPP.L vs. XLU - Expense Ratio Comparison
XLPP.L has a 0.14% expense ratio, which is higher than XLU'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. XLU — Risk-Adjusted Performance Rank
XLPP.L
XLU
XLPP.L vs. XLU - 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 Utilities Select Sector SPDR Fund (XLU). 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. XLU - Dividend Comparison
XLPP.L has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.79%.
| 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% |
XLU Utilities Select Sector SPDR Fund | 2.79% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
XLPP.L vs. XLU - Drawdown Comparison
The maximum XLPP.L drawdown since its inception was -18.86%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for XLPP.L and XLU. For additional features, visit the drawdowns tool.
Volatility
XLPP.L vs. XLU - Volatility Comparison
The current volatility for Invesco US Consumer Staples Sector UCITS ETF (XLPP.L) is 3.21%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.92%. This indicates that XLPP.L experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.