XUKX.L vs. CUKX.L
Compare and contrast key facts about Xtrackers FTSE 100 UCITS ETF Income 1D (XUKX.L) and iShares FTSE 100 UCITS ETF (CUKX.L).
XUKX.L and CUKX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUKX.L is a passively managed fund by Xtrackers that tracks the performance of the FTSE AllSh TR GBP. It was launched on Jun 5, 2007. CUKX.L is a passively managed fund by iShares that tracks the performance of the FTSE 100 Index. It was launched on Jan 26, 2010. Both XUKX.L and CUKX.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: XUKX.L or CUKX.L.
Key characteristics
| XUKX.L | CUKX.L | |
|---|---|---|
| YTD Return | 10.81% | 10.72% |
| 1Y Return | 11.37% | 11.46% |
| 3Y Return (Ann) | 10.39% | 10.45% |
| 5Y Return (Ann) | 6.26% | 6.17% |
| 10Y Return (Ann) | 5.96% | 5.94% |
| Sharpe Ratio | 1.10 | 1.20 |
| Daily Std Dev | 10.37% | 10.16% |
| Max Drawdown | -44.72% | -34.50% |
| Current Drawdown | -0.52% | -0.53% |
Correlation
The correlation between XUKX.L and CUKX.L is 0.86, 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
XUKX.L vs. CUKX.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with XUKX.L having a 10.81% return and CUKX.L slightly lower at 10.72%. Both investments have delivered pretty close results over the past 10 years, with XUKX.L having a 5.96% annualized return and CUKX.L not far behind at 5.94%. 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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XUKX.L vs. CUKX.L - Expense Ratio Comparison
XUKX.L has a 0.09% expense ratio, which is higher than CUKX.L's 0.07% 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
XUKX.L vs. CUKX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers FTSE 100 UCITS ETF Income 1D (XUKX.L) and iShares FTSE 100 UCITS ETF (CUKX.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
XUKX.L vs. CUKX.L - Dividend Comparison
XUKX.L's dividend yield for the trailing twelve months is around 4.92%, while CUKX.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUKX.L Xtrackers FTSE 100 UCITS ETF Income 1D | 4.92% | 3.69% | 7.07% | 2.76% | 5.90% | 4.37% | 4.79% | 3.96% | 2.89% | 0.41% | 3.27% | 3.18% |
CUKX.L iShares FTSE 100 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% |
Drawdowns
XUKX.L vs. CUKX.L - Drawdown Comparison
The maximum XUKX.L drawdown since its inception was -44.72%, which is greater than CUKX.L's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for XUKX.L and CUKX.L. For additional features, visit the drawdowns tool.
Volatility
XUKX.L vs. CUKX.L - Volatility Comparison
Xtrackers FTSE 100 UCITS ETF Income 1D (XUKX.L) and iShares FTSE 100 UCITS ETF (CUKX.L) have volatilities of 3.89% and 3.76%, 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.