XLUP.L vs. BRK-B
Compare and contrast key facts about Invesco US Utilities Sector UCITS ETF (XLUP.L) and Berkshire Hathaway Inc. (BRK-B).
XLUP.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Dec 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLUP.L or BRK-B.
Key characteristics
| XLUP.L | BRK-B | |
|---|---|---|
| YTD Return | 26.10% | 31.25% |
| 1Y Return | 28.01% | 32.14% |
| 3Y Return (Ann) | 10.28% | 17.90% |
| 5Y Return (Ann) | 7.70% | 16.38% |
| 10Y Return (Ann) | 10.74% | 12.42% |
| Sharpe Ratio | 1.97 | 2.35 |
| Sortino Ratio | 2.73 | 3.28 |
| Omega Ratio | 1.34 | 1.42 |
| Calmar Ratio | 1.02 | 4.45 |
| Martin Ratio | 8.52 | 11.65 |
| Ulcer Index | 3.24% | 2.90% |
| Daily Std Dev | 14.03% | 14.38% |
| Max Drawdown | -29.94% | -53.86% |
| Current Drawdown | -2.88% | -2.19% |
Correlation
The correlation between XLUP.L and BRK-B is 0.20, 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
XLUP.L vs. BRK-B - Performance Comparison
In the year-to-date period, XLUP.L achieves a 26.10% return, which is significantly lower than BRK-B's 31.25% return. Over the past 10 years, XLUP.L has underperformed BRK-B with an annualized return of 10.74%, while BRK-B has yielded a comparatively higher 12.42% 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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Risk-Adjusted Performance
XLUP.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Utilities Sector UCITS ETF (XLUP.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.
Dividends
XLUP.L vs. BRK-B - Dividend Comparison
Neither XLUP.L nor BRK-B has paid dividends to shareholders.
Drawdowns
XLUP.L vs. BRK-B - Drawdown Comparison
The maximum XLUP.L drawdown since its inception was -29.94%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for XLUP.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
XLUP.L vs. BRK-B - Volatility Comparison
The current volatility for Invesco US Utilities Sector UCITS ETF (XLUP.L) is 5.09%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that XLUP.L experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.