XUFB.L vs. UIFS.L
Compare and contrast key facts about Xtrackers MSCI USA Banks UCITS ETF 1D (XUFB.L) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L).
XUFB.L and UIFS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUFB.L is a passively managed fund by DWS Investment S.A. (ETF) that tracks the performance of the MSCI World/Financials NR USD. It was launched on Dec 3, 2018. UIFS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 20, 2015. Both XUFB.L and UIFS.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: XUFB.L or UIFS.L.
Key characteristics
| XUFB.L | UIFS.L | |
|---|---|---|
| YTD Return | 36.86% | 29.94% |
| 1Y Return | 60.58% | 40.99% |
| 3Y Return (Ann) | 7.14% | 10.62% |
| 5Y Return (Ann) | 8.33% | 12.22% |
| Sharpe Ratio | 2.78 | 2.89 |
| Sortino Ratio | 3.98 | 4.40 |
| Omega Ratio | 1.54 | 1.56 |
| Calmar Ratio | 2.27 | 4.60 |
| Martin Ratio | 17.29 | 21.94 |
| Ulcer Index | 3.50% | 1.83% |
| Daily Std Dev | 21.79% | 13.83% |
| Max Drawdown | -41.84% | -35.31% |
| Current Drawdown | -1.53% | -0.23% |
Correlation
The correlation between XUFB.L and UIFS.L is 0.85, 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
XUFB.L vs. UIFS.L - Performance Comparison
In the year-to-date period, XUFB.L achieves a 36.86% return, which is significantly higher than UIFS.L's 29.94% 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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XUFB.L vs. UIFS.L - Expense Ratio Comparison
XUFB.L has a 0.12% expense ratio, which is lower than UIFS.L's 0.15% expense ratio. Despite the difference, 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
XUFB.L vs. UIFS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Banks UCITS ETF 1D (XUFB.L) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.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
XUFB.L vs. UIFS.L - Dividend Comparison
XUFB.L's dividend yield for the trailing twelve months is around 1.96%, while UIFS.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
XUFB.L Xtrackers MSCI USA Banks UCITS ETF 1D | 1.96% | 2.54% | 3.43% | 1.76% |
UIFS.L iShares S&P 500 Financials Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XUFB.L vs. UIFS.L - Drawdown Comparison
The maximum XUFB.L drawdown since its inception was -41.84%, which is greater than UIFS.L's maximum drawdown of -35.31%. Use the drawdown chart below to compare losses from any high point for XUFB.L and UIFS.L. For additional features, visit the drawdowns tool.
Volatility
XUFB.L vs. UIFS.L - Volatility Comparison
Xtrackers MSCI USA Banks UCITS ETF 1D (XUFB.L) has a higher volatility of 10.59% compared to iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) at 6.16%. This indicates that XUFB.L's price experiences larger fluctuations and is considered to be riskier than UIFS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.