XSTC.L vs. SHLD.L
XSTC.L (Xtrackers MSCI USA Information Technology UCITS ETF 1D) and SHLD.L (iShares Digital Security UCITS ETF USD (Dist)) are both Technology Equities funds - XSTC.L tracks the MSCI World/Information Tech NR USD while SHLD.L tracks the STOXX Global Digital Security Open Net Index in USD. Both are passively managed. Over the past 5 years, XSTC.L returned 19.73%/yr vs 9.59%/yr for SHLD.L. A 0.75 correlation means they provide meaningful diversification when combined. XSTC.L charges 0.12%/yr vs 0.40%/yr for SHLD.L.
Performance
XSTC.L vs. SHLD.L - Performance Comparison
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Different Trading Currencies
XSTC.L is traded in GBp, while SHLD.L is traded in USD. To make them comparable, the SHLD.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XSTC.L achieves a 14.34% return, which is significantly lower than SHLD.L's 16.73% return.
XSTC.L
- 1D
- -1.28%
- 1M
- -4.28%
- 6M
- 15.01%
- YTD
- 14.34%
- 1Y
- 26.78%
- 3Y*
- 26.70%
- 5Y*
- 19.73%
- 10Y*
- —
SHLD.L
- 1D
- -0.37%
- 1M
- 2.12%
- 6M
- 16.00%
- YTD
- 16.73%
- 1Y
- 21.48%
- 3Y*
- 17.87%
- 5Y*
- 9.59%
- 10Y*
- —
XSTC.L vs. SHLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XSTC.L Xtrackers MSCI USA Information Technology UCITS ETF 1D | 14.34% | 14.31% | 39.50% | 48.82% | -22.54% | 33.47% | 41.54% | 43.20% | -7.46% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 16.73% | 3.57% | 18.59% | 27.22% | -20.68% | 17.61% | 23.48% | 23.39% | -2.16% |
Correlation
The correlation between XSTC.L and SHLD.L is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2018 | 0.75 |
The correlation between XSTC.L and SHLD.L shifts across timeframes, from 0.61 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XSTC.L vs. SHLD.L — Risk / Return Rank
XSTC.L
SHLD.L
XSTC.L vs. SHLD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XSTC.L | SHLD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.69 | -0.17 |
| Martin ratioReturn relative to average drawdown | 3.68 | 3.64 | +0.04 |
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Drawdowns
XSTC.L vs. SHLD.L - Drawdown Comparison
The maximum XSTC.L drawdown since its inception was -29.30%, which is greater than SHLD.L's maximum drawdown of -27.24%. Use the drawdown chart below to compare losses from any high point for XSTC.L and SHLD.L.
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Drawdown Indicators
| XSTC.L | SHLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -27.24% | -2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -12.66% | -4.83% |
Max Drawdown (3Y)Largest decline over 3 years | -29.30% | -24.26% | -5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -27.24% | -2.06% |
Current DrawdownCurrent decline from peak | -9.79% | -5.27% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -7.84% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.27% | 5.90% | +1.37% |
Volatility
XSTC.L vs. SHLD.L - Volatility Comparison
Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.L) have volatilities of 7.39% and 7.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSTC.L | SHLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 7.09% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 16.66% | 17.91% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 21.43% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 20.33% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 20.35% | +2.14% |
XSTC.L vs. SHLD.L - Expense Ratio Comparison
XSTC.L has a 0.12% expense ratio, which is lower than SHLD.L's 0.40% expense ratio.
Dividends
XSTC.L vs. SHLD.L - Dividend Comparison
XSTC.L's dividend yield for the trailing twelve months is around 0.28%, less than SHLD.L's 0.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
XSTC.L Xtrackers MSCI USA Information Technology UCITS ETF 1D | 0.28% | 0.33% | 0.37% | 0.53% | 1.08% | 0.53% | 0.63% | 0.60% |
Frequently Asked Questions
XSTC.L and SHLD.L have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSTC.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSTC.L is cheaper with a 0.12% expense ratio, compared with 0.40% for SHLD.L.
XSTC.L tracks MSCI World/Information Tech NR USD, while SHLD.L tracks STOXX Global Digital Security Open Net Index in USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XSTC.L and 0.40% for SHLD.L.
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