XLUP.L vs. SILG.L
Compare and contrast key facts about Invesco US Utilities Sector UCITS ETF (XLUP.L) and Global X Silver Miners UCITS ETF USD Accumulating (SILG.L).
XLUP.L and SILG.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. SILG.L is a passively managed fund by Global X that tracks the performance of the EMIX Global Mining Global Gold TR USD. It was launched on May 6, 2022. Both XLUP.L and SILG.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 SILG.L.
Key characteristics
| XLUP.L | SILG.L | |
|---|---|---|
| YTD Return | 23.28% | 29.70% |
| 1Y Return | 26.39% | 49.68% |
| Sharpe Ratio | 1.83 | 0.92 |
| Sortino Ratio | 2.54 | 1.55 |
| Omega Ratio | 1.31 | 1.24 |
| Calmar Ratio | 0.95 | 1.51 |
| Martin Ratio | 7.96 | 3.48 |
| Ulcer Index | 3.22% | 13.87% |
| Daily Std Dev | 14.17% | 52.49% |
| Max Drawdown | -29.94% | -32.00% |
| Current Drawdown | -5.05% | -10.03% |
Correlation
The correlation between XLUP.L and SILG.L is 0.26, 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. SILG.L - Performance Comparison
In the year-to-date period, XLUP.L achieves a 23.28% return, which is significantly lower than SILG.L's 29.70% 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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XLUP.L vs. SILG.L - Expense Ratio Comparison
XLUP.L has a 0.14% expense ratio, which is lower than SILG.L's 0.65% expense ratio.
Risk-Adjusted Performance
XLUP.L vs. SILG.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 Global X Silver Miners UCITS ETF USD Accumulating (SILG.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. SILG.L - Dividend Comparison
Neither XLUP.L nor SILG.L has paid dividends to shareholders.
Drawdowns
XLUP.L vs. SILG.L - Drawdown Comparison
The maximum XLUP.L drawdown since its inception was -29.94%, smaller than the maximum SILG.L drawdown of -32.00%. Use the drawdown chart below to compare losses from any high point for XLUP.L and SILG.L. For additional features, visit the drawdowns tool.
Volatility
XLUP.L vs. SILG.L - Volatility Comparison
The current volatility for Invesco US Utilities Sector UCITS ETF (XLUP.L) is 5.01%, while Global X Silver Miners UCITS ETF USD Accumulating (SILG.L) has a volatility of 13.21%. This indicates that XLUP.L experiences smaller price fluctuations and is considered to be less risky than SILG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.