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XSCS.L vs. BTAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XSCS.L vs. BTAL

Last updated Jun 5, 2026

XSCS.L (Xtrackers MSCI USA Consumer Staples UCITS ETF 1D) and BTAL (AGFiQ US Market Neutral Anti-Beta Fund) are both exchange-traded funds - XSCS.L is a Consumer Staples Equities fund tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while BTAL is a Long-Short fund tracking the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. Both are passively managed. Over the past 5 years, XSCS.L returned 8.04%/yr vs -3.61%/yr for BTAL. At a 0.24 correlation, their price movements are largely independent. XSCS.L charges 0.12%/yr vs 2.11%/yr for BTAL.

Performance

XSCS.L vs. BTAL - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI USA Consumer Staples UCITS ETF 1D (XSCS.L) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XSCS.L is traded in GBp, while BTAL is traded in USD. To make them comparable, the BTAL values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XSCS.L achieves a 7.09% return, which is significantly higher than BTAL's -19.69% return.

XSCS.L

1D
0.17%
1M
-1.75%
YTD
7.09%
6M
6.80%
1Y
3.86%
3Y*
5.68%
5Y*
8.04%
10Y*
—

BTAL

1D
-0.43%
1M
-4.87%
YTD
-19.69%
6M
-19.46%
1Y
-36.36%
3Y*
-14.91%
5Y*
-3.61%
10Y*
-3.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSCS.L vs. BTAL - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
XSCS.L
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D		7.09%-3.23%16.15%-5.00%11.79%19.16%5.49%22.78%11.73%
BTAL
AGFiQ US Market Neutral Anti-Beta Fund		-19.69%-25.86%14.80%-19.35%34.81%-5.93%-16.39%-2.77%26.58%

Correlation

The correlation between XSCS.L and BTAL is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Apr 24, 2018

0.24

The correlation between XSCS.L and BTAL shifts across timeframes, from 0.24 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

XSCS.L vs. BTAL - Sectors Allocation Comparison

Sectors
XSCS.L
BTAL

Consumer Defensive

99.0%
5.6%

Consumer Cyclical

1.0%
12.8%

Basic Materials

-

4.0%

Communication Services

-

3.4%

Energy

-

4.4%

Financial Services

-

14.9%

Healthcare

-

10.2%

Industrials

-

13.7%

Real Estate

-

6.2%

Technology

-

19.5%

Utilities

-

5.2%

Consumer Defensive

XSCS.L
99.0%
BTAL
5.6%

Consumer Cyclical

XSCS.L
1.0%
BTAL
12.8%

Basic Materials

XSCS.L

-

BTAL
4.0%

Communication Services

XSCS.L

-

BTAL
3.4%

Energy

XSCS.L

-

BTAL
4.4%

Financial Services

XSCS.L

-

BTAL
14.9%

Healthcare

XSCS.L

-

BTAL
10.2%

Industrials

XSCS.L

-

BTAL
13.7%

Real Estate

XSCS.L

-

BTAL
6.2%

Technology

XSCS.L

-

BTAL
19.5%

Utilities

XSCS.L

-

BTAL
5.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Xtrackers MSCI USA Consumer Staples UCITS ETF 1D

AGFiQ US Market Neutral Anti-Beta Fund

Often compared with XSCS.L:
XSCS.L vs. SMHXSCS.L vs. XDEQ.LXSCS.L vs. XLPS.LXSCS.L vs. ESIS.LXSCS.L vs. XLYS.LXSCS.L vs. CSPE.LXSCS.L vs. ICSU.L
Often compared with BTAL:
BTAL vs. SPYBTAL vs. TAILBTAL vs. KMLMBTAL vs. CCORBTAL vs. VOOBTAL vs. CPBBTAL vs. EUO

Return for Risk

XSCS.L vs. BTAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XSCS.L
XSCS.L Risk / Return Rank: 1313
Overall Rank
XSCS.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
XSCS.L Sortino Ratio Rank: 1313
Sortino Ratio Rank
XSCS.L Omega Ratio Rank: 1212
Omega Ratio Rank
XSCS.L Calmar Ratio Rank: 1414
Calmar Ratio Rank
XSCS.L Martin Ratio Rank: 1414
Martin Ratio Rank
BTAL
BTAL Risk / Return Rank: 00
Overall Rank
BTAL Sharpe Ratio Rank: 00
Sharpe Ratio Rank
BTAL Sortino Ratio Rank: 00
Sortino Ratio Rank
BTAL Omega Ratio Rank: 00
Omega Ratio Rank
BTAL Calmar Ratio Rank: 00
Calmar Ratio Rank
BTAL Martin Ratio Rank: 00
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XSCS.L vs. BTAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Consumer Staples UCITS ETF 1D (XSCS.L) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). 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.

XSCS.LBTALDifference
Sharpe ratioReturn per unit of total volatility
0.27
-1.52

+1.79

Sortino ratioReturn per unit of downside risk
0.50
-2.32

+2.82

Omega ratioGain probability vs. loss probability

1.05

0.76

+0.30

Calmar ratioReturn relative to maximum drawdown

0.42

-0.99

+1.41

Martin ratioReturn relative to average drawdown

1.02

-1.74

+2.76

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XSCS.L vs. BTAL - Sharpe Ratio Comparison

The current XSCS.L Sharpe Ratio is 0.27, which is higher than the BTAL Sharpe Ratio of -1.52. The chart below compares the historical Sharpe Ratios of XSCS.L and BTAL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XSCS.LBTALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

-1.52

+1.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

-0.16

+0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

-0.18

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

-0.15

+0.86

Drawdowns

XSCS.L vs. BTAL - Drawdown Comparison

The maximum XSCS.L drawdown since its inception was -14.91%, smaller than the maximum BTAL drawdown of -56.91%. Use the drawdown chart below to compare losses from any high point for XSCS.L and BTAL.

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Drawdown Indicators

XSCS.LBTALDifference

Max Drawdown

Largest peak-to-trough decline

-14.91%

-56.91%

+42.00%

Max Drawdown (1Y)

Largest decline over 1 year

-9.11%

-37.01%

+27.90%

Max Drawdown (3Y)

Largest decline over 3 years

-11.68%

-47.21%

+35.53%

Max Drawdown (5Y)

Largest decline over 5 years

-12.94%

-49.58%

+36.64%

Max Drawdown (10Y)

Largest decline over 10 years

—

-56.91%

—

Current Drawdown

Current decline from peak

-7.09%

-56.65%

+49.56%

Average Drawdown

Average peak-to-trough decline

-4.12%

-23.64%

+19.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

20.96%

-17.18%

Volatility

XSCS.L vs. BTAL - Volatility Comparison

The current volatility for Xtrackers MSCI USA Consumer Staples UCITS ETF 1D (XSCS.L) is 6.46%, while AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a volatility of 8.19%. This indicates that XSCS.L experiences smaller price fluctuations and is considered to be less risky than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XSCS.LBTALDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

8.19%

-1.73%

Volatility (6M)

Calculated over the trailing 6-month period

11.77%

17.89%

-6.12%

Volatility (1Y)

Calculated over the trailing 1-year period

14.24%

24.05%

-9.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.38%

22.46%

-9.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.40%

21.29%

-6.89%

XSCS.L vs. BTAL - Expense Ratio Comparison

XSCS.L has a 0.12% expense ratio, which is lower than BTAL's 2.11% expense ratio.

Dividends

XSCS.L vs. BTAL - Dividend Comparison

XSCS.L's dividend yield for the trailing twelve months is around 1.95%, less than BTAL's 3.11% yield.

PositionTTM20252024202320222021202020192018
BTAL
AGFiQ US Market Neutral Anti-Beta Fund		3.11%2.49%3.49%6.14%1.01%0.00%0.00%0.88%0.39%
XSCS.L
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D		1.95%2.11%2.15%2.20%2.96%1.95%2.99%2.41%0.00%

Frequently Asked Questions

XSCS.L and BTAL have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSCS.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSCS.L is cheaper with a 0.12% expense ratio, compared with 2.11% for BTAL.

XSCS.L is categorized as Consumer Staples Equities, while BTAL is Long-Short. XSCS.L tracks Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, while BTAL tracks Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. They also come from different issuers: Xtrackers and AGF. Their fees differ too: 0.12% for XSCS.L and 2.11% for BTAL.

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