XLVP.L vs. VUSA.L
Compare and contrast key facts about Invesco US Health Care Sector UCITS ETF (XLVP.L) and Vanguard S&P 500 UCITS ETF (VUSA.L).
XLVP.L and VUSA.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. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012. Both XLVP.L and VUSA.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 VUSA.L.
Key characteristics
| XLVP.L | VUSA.L | |
|---|---|---|
| YTD Return | 10.69% | 14.30% |
| 1Y Return | 12.58% | 20.75% |
| 3Y Return (Ann) | 8.27% | 11.36% |
| 5Y Return (Ann) | 11.31% | 13.95% |
| 10Y Return (Ann) | 12.84% | 15.42% |
| Sharpe Ratio | 1.11 | 1.79 |
| Daily Std Dev | 10.44% | 11.26% |
| Max Drawdown | -17.58% | -25.47% |
| Current Drawdown | -2.15% | -2.40% |
Correlation
The correlation between XLVP.L and VUSA.L is 0.76, 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
XLVP.L vs. VUSA.L - Performance Comparison
In the year-to-date period, XLVP.L achieves a 10.69% return, which is significantly lower than VUSA.L's 14.30% return. Over the past 10 years, XLVP.L has underperformed VUSA.L with an annualized return of 12.84%, while VUSA.L has yielded a comparatively higher 15.42% 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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XLVP.L vs. VUSA.L - Expense Ratio Comparison
XLVP.L has a 0.14% expense ratio, which is higher than VUSA.L's 0.07% 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
XLVP.L vs. VUSA.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 Vanguard S&P 500 UCITS ETF (VUSA.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. VUSA.L - Dividend Comparison
XLVP.L has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 0.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLVP.L Invesco US Health Care 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% |
VUSA.L Vanguard S&P 500 UCITS ETF | 0.82% | 1.25% | 1.41% | 1.05% | 1.46% | 1.48% | 1.70% | 1.60% | 1.55% | 1.73% | 1.50% | 1.62% |
Drawdowns
XLVP.L vs. VUSA.L - Drawdown Comparison
The maximum XLVP.L drawdown since its inception was -17.58%, smaller than the maximum VUSA.L drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for XLVP.L and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
XLVP.L vs. VUSA.L - Volatility Comparison
The current volatility for Invesco US Health Care Sector UCITS ETF (XLVP.L) is 3.41%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 4.23%. This indicates that XLVP.L experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.