XLVP.L vs. IITU.L
Compare and contrast key facts about Invesco US Health Care Sector UCITS ETF (XLVP.L) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.L).
XLVP.L and IITU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLVP.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Health Care NR USD. It was launched on Dec 16, 2009. IITU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015. Both XLVP.L and IITU.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: XLVP.L or IITU.L.
Key characteristics
XLVP.L | IITU.L | |
---|---|---|
YTD Return | 10.69% | 20.64% |
1Y Return | 12.58% | 34.26% |
3Y Return (Ann) | 8.27% | 18.15% |
5Y Return (Ann) | 11.31% | 23.71% |
Sharpe Ratio | 1.11 | 1.68 |
Daily Std Dev | 10.44% | 20.18% |
Max Drawdown | -17.58% | -23.56% |
Current Drawdown | -2.15% | -9.87% |
Correlation
The correlation between XLVP.L and IITU.L is 0.60, 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
XLVP.L vs. IITU.L - Performance Comparison
In the year-to-date period, XLVP.L achieves a 10.69% return, which is significantly lower than IITU.L's 20.64% 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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XLVP.L vs. IITU.L - Expense Ratio Comparison
XLVP.L has a 0.14% expense ratio, which is lower than IITU.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
XLVP.L vs. IITU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Health Care Sector UCITS ETF (XLVP.L) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.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
XLVP.L vs. IITU.L - Dividend Comparison
Neither XLVP.L nor IITU.L has paid dividends to shareholders.
Drawdowns
XLVP.L vs. IITU.L - Drawdown Comparison
The maximum XLVP.L drawdown since its inception was -17.58%, smaller than the maximum IITU.L drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for XLVP.L and IITU.L. For additional features, visit the drawdowns tool.
Volatility
XLVP.L vs. IITU.L - Volatility Comparison
The current volatility for Invesco US Health Care Sector UCITS ETF (XLVP.L) is 3.41%, while iShares S&P 500 USD Information Technology Sector UCITS (IITU.L) has a volatility of 7.04%. This indicates that XLVP.L experiences smaller price fluctuations and is considered to be less risky than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.