XLUP.L vs. IUSU.L
Compare and contrast key facts about Invesco US Utilities Sector UCITS ETF (XLUP.L) and iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L).
XLUP.L and IUSU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IUSU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 20, 2017. Both XLUP.L and IUSU.L 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: XLUP.L or IUSU.L.
Key characteristics
| XLUP.L | IUSU.L | |
|---|---|---|
| YTD Return | 22.24% | 22.42% |
| 1Y Return | 22.93% | 23.03% |
| 3Y Return (Ann) | 9.14% | 9.18% |
| 5Y Return (Ann) | 7.14% | 7.17% |
| Sharpe Ratio | 1.59 | 1.58 |
| Sortino Ratio | 2.22 | 2.22 |
| Omega Ratio | 1.27 | 1.27 |
| Calmar Ratio | 0.84 | 0.84 |
| Martin Ratio | 7.07 | 7.33 |
| Ulcer Index | 3.19% | 3.09% |
| Daily Std Dev | 14.22% | 14.27% |
| Max Drawdown | -29.94% | -29.89% |
| Current Drawdown | -5.85% | -5.78% |
Correlation
The correlation between XLUP.L and IUSU.L is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XLUP.L vs. IUSU.L - Performance Comparison
The year-to-date returns for both investments are quite close, with XLUP.L having a 22.24% return and IUSU.L slightly higher at 22.42%. 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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XLUP.L vs. IUSU.L - Expense Ratio Comparison
XLUP.L has a 0.14% expense ratio, which is lower than IUSU.L's 0.15% expense ratio. Despite the difference, 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
XLUP.L vs. IUSU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Utilities Sector UCITS ETF (XLUP.L) and iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L). 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. IUSU.L - Dividend Comparison
Neither XLUP.L nor IUSU.L has paid dividends to shareholders.
Drawdowns
XLUP.L vs. IUSU.L - Drawdown Comparison
The maximum XLUP.L drawdown since its inception was -29.94%, roughly equal to the maximum IUSU.L drawdown of -29.89%. Use the drawdown chart below to compare losses from any high point for XLUP.L and IUSU.L. For additional features, visit the drawdowns tool.
Volatility
XLUP.L vs. IUSU.L - Volatility Comparison
Invesco US Utilities Sector UCITS ETF (XLUP.L) and iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) have volatilities of 5.00% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.