XLUP.L vs. XLU
Compare and contrast key facts about Invesco US Utilities Sector UCITS ETF (XLUP.L) and Utilities Select Sector SPDR Fund (XLU).
XLUP.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. 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. 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 XLUP.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: XLUP.L or XLU.
Key characteristics
| XLUP.L | XLU | |
|---|---|---|
| YTD Return | 23.28% | 25.53% |
| 1Y Return | 26.39% | 31.99% |
| 3Y Return (Ann) | 10.10% | 8.82% |
| 5Y Return (Ann) | 7.36% | 8.10% |
| 10Y Return (Ann) | 10.33% | 8.80% |
| Sharpe Ratio | 1.83 | 1.94 |
| Sortino Ratio | 2.54 | 2.72 |
| Omega Ratio | 1.31 | 1.34 |
| Calmar Ratio | 0.95 | 1.50 |
| Martin Ratio | 7.96 | 9.65 |
| Ulcer Index | 3.22% | 3.21% |
| Daily Std Dev | 14.17% | 15.99% |
| Max Drawdown | -29.94% | -52.27% |
| Current Drawdown | -5.05% | -5.50% |
Correlation
The correlation between XLUP.L and XLU is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XLUP.L vs. XLU - Performance Comparison
In the year-to-date period, XLUP.L achieves a 23.28% return, which is significantly lower than XLU's 25.53% return. Over the past 10 years, XLUP.L has outperformed XLU with an annualized return of 10.33%, while XLU has yielded a comparatively lower 8.80% 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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XLUP.L vs. XLU - Expense Ratio Comparison
XLUP.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
XLUP.L vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Utilities Sector UCITS ETF (XLUP.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
XLUP.L vs. XLU - Dividend Comparison
XLUP.L has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLUP.L Invesco US Utilities 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 | 2.85% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% | 3.86% |
Drawdowns
XLUP.L vs. XLU - Drawdown Comparison
The maximum XLUP.L drawdown since its inception was -29.94%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for XLUP.L and XLU. For additional features, visit the drawdowns tool.
Volatility
XLUP.L vs. XLU - Volatility Comparison
The current volatility for Invesco US Utilities Sector UCITS ETF (XLUP.L) is 5.01%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 5.38%. This indicates that XLUP.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.