XLYP.L vs. XLY
Compare and contrast key facts about Invesco US Consumer Discretionary Sector UCITS ETF (XLYP.L) and Consumer Discretionary Select Sector SPDR Fund (XLY).
XLYP.L and XLY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLYP.L is a passively managed fund by Invesco that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Dec 16, 2009. XLY is a passively managed fund by State Street that tracks the performance of the Consumer Discretionary Select Sector Index. It was launched on Dec 16, 1998. Both XLYP.L and XLY 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: XLYP.L or XLY.
Key characteristics
| XLYP.L | XLY | |
|---|---|---|
| YTD Return | -0.82% | 0.30% |
| 1Y Return | 18.55% | 22.33% |
| 3Y Return (Ann) | 7.16% | 2.39% |
| 5Y Return (Ann) | 10.18% | 10.12% |
| Sharpe Ratio | 1.07 | 1.24 |
| Daily Std Dev | 15.95% | 17.58% |
| Max Drawdown | -30.40% | -59.05% |
| Current Drawdown | -7.30% | -13.57% |
Correlation
The correlation between XLYP.L and XLY is 0.63, 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
XLYP.L vs. XLY - Performance Comparison
In the year-to-date period, XLYP.L achieves a -0.82% return, which is significantly lower than XLY's 0.30% 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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XLYP.L vs. XLY - Expense Ratio Comparison
XLYP.L has a 0.14% expense ratio, which is higher than XLY'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
XLYP.L vs. XLY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Consumer Discretionary Sector UCITS ETF (XLYP.L) and Consumer Discretionary Select Sector SPDR Fund (XLY). 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
XLYP.L vs. XLY - Dividend Comparison
XLYP.L has not paid dividends to shareholders, while XLY's dividend yield for the trailing twelve months is around 0.75%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLYP.L Invesco US Consumer Discretionary 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% |
XLY Consumer Discretionary Select Sector SPDR Fund | 0.75% | 0.78% | 1.00% | 0.53% | 0.82% | 1.28% | 1.34% | 1.20% | 1.71% | 1.43% | 1.31% | 1.16% |
Drawdowns
XLYP.L vs. XLY - Drawdown Comparison
The maximum XLYP.L drawdown since its inception was -30.40%, smaller than the maximum XLY drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for XLYP.L and XLY. For additional features, visit the drawdowns tool.
Volatility
XLYP.L vs. XLY - Volatility Comparison
Invesco US Consumer Discretionary Sector UCITS ETF (XLYP.L) has a higher volatility of 5.19% compared to Consumer Discretionary Select Sector SPDR Fund (XLY) at 4.67%. This indicates that XLYP.L's price experiences larger fluctuations and is considered to be riskier than XLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.