XLVP.L vs. XLKQ.L
Compare and contrast key facts about Invesco US Health Care Sector UCITS ETF (XLVP.L) and Invesco US Technology Sector UCITS ETF (XLKQ.L).
XLVP.L and XLKQ.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. XLKQ.L is a passively managed fund by Invesco that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 16, 2009. Both XLVP.L and XLKQ.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 XLKQ.L.
Key characteristics
| XLVP.L | XLKQ.L | |
|---|---|---|
| YTD Return | 9.68% | 38.52% |
| 1Y Return | 14.47% | 46.05% |
| 3Y Return (Ann) | 7.15% | 20.35% |
| 5Y Return (Ann) | 11.02% | 26.67% |
| 10Y Return (Ann) | 11.92% | 24.52% |
| Sharpe Ratio | 1.46 | 2.18 |
| Sortino Ratio | 2.20 | 2.85 |
| Omega Ratio | 1.25 | 1.37 |
| Calmar Ratio | 1.36 | 3.10 |
| Martin Ratio | 6.47 | 9.33 |
| Ulcer Index | 2.35% | 4.76% |
| Daily Std Dev | 10.47% | 20.36% |
| Max Drawdown | -17.58% | -23.83% |
| Current Drawdown | -3.04% | 0.00% |
Correlation
The correlation between XLVP.L and XLKQ.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. XLKQ.L - Performance Comparison
In the year-to-date period, XLVP.L achieves a 9.68% return, which is significantly lower than XLKQ.L's 38.52% return. Over the past 10 years, XLVP.L has underperformed XLKQ.L with an annualized return of 11.92%, while XLKQ.L has yielded a comparatively higher 24.52% 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. XLKQ.L - Expense Ratio Comparison
Both XLVP.L and XLKQ.L have an expense ratio of 0.14%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
XLVP.L vs. XLKQ.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 Invesco US Technology Sector UCITS ETF (XLKQ.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. XLKQ.L - Dividend Comparison
Neither XLVP.L nor XLKQ.L has paid dividends to shareholders.
Drawdowns
XLVP.L vs. XLKQ.L - Drawdown Comparison
The maximum XLVP.L drawdown since its inception was -17.58%, smaller than the maximum XLKQ.L drawdown of -23.83%. Use the drawdown chart below to compare losses from any high point for XLVP.L and XLKQ.L. For additional features, visit the drawdowns tool.
Volatility
XLVP.L vs. XLKQ.L - Volatility Comparison
The current volatility for Invesco US Health Care Sector UCITS ETF (XLVP.L) is 2.80%, while Invesco US Technology Sector UCITS ETF (XLKQ.L) has a volatility of 5.65%. This indicates that XLVP.L experiences smaller price fluctuations and is considered to be less risky than XLKQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.