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XWQS.L vs. SPEP.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XWQS.L vs. SPEP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L) and Invesco S&P 500 Scored & Screened ETF Acc (SPEP.L). The values are adjusted to include any dividend payments, if applicable.

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XWQS.L vs. SPEP.L - Yearly Performance Comparison


2026 (YTD)202520242023
XWQS.L
Xtrackers MSCI World Quality ESG UCITS ETF 1C
-0.78%9.12%20.95%-12.78%
SPEP.L
Invesco S&P 500 Scored & Screened ETF Acc
-3.00%9.94%26.61%8.00%
Different Trading Currencies

XWQS.L is traded in GBP, while SPEP.L is traded in GBp. To make them comparable, the SPEP.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, XWQS.L achieves a -0.78% return, which is significantly higher than SPEP.L's -3.00% return.


XWQS.L

1D
2.09%
1M
-4.29%
YTD
-0.78%
6M
4.37%
1Y
17.03%
3Y*
5Y*
10Y*

SPEP.L

1D
1.62%
1M
-3.65%
YTD
-3.00%
6M
1.92%
1Y
16.02%
3Y*
16.10%
5Y*
13.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XWQS.L vs. SPEP.L - Expense Ratio Comparison

XWQS.L has a 0.25% expense ratio, which is higher than SPEP.L's 0.09% 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%.


Return for Risk

XWQS.L vs. SPEP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XWQS.L
XWQS.L Risk / Return Rank: 6666
Overall Rank
XWQS.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
XWQS.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
XWQS.L Omega Ratio Rank: 5858
Omega Ratio Rank
XWQS.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
XWQS.L Martin Ratio Rank: 7373
Martin Ratio Rank

SPEP.L
SPEP.L Risk / Return Rank: 3131
Overall Rank
SPEP.L Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SPEP.L Sortino Ratio Rank: 2929
Sortino Ratio Rank
SPEP.L Omega Ratio Rank: 6565
Omega Ratio Rank
SPEP.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
SPEP.L Martin Ratio Rank: 1818
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.

XWQS.L vs. SPEP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L) and Invesco S&P 500 Scored & Screened ETF Acc (SPEP.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.


XWQS.LSPEP.LDifference

Sharpe ratio

Return per unit of total volatility

1.17

0.36

+0.82

Sortino ratio

Return per unit of downside risk

1.68

0.92

+0.76

Omega ratio

Gain probability vs. loss probability

1.23

1.25

-0.02

Calmar ratio

Return relative to maximum drawdown

2.22

0.59

+1.64

Martin ratio

Return relative to average drawdown

8.79

1.02

+7.77

XWQS.L vs. SPEP.L - Sharpe Ratio Comparison

The current XWQS.L Sharpe Ratio is 1.17, which is higher than the SPEP.L Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of XWQS.L and SPEP.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XWQS.LSPEP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

0.36

+0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.53

-0.27

Correlation

The correlation between XWQS.L and SPEP.L is 0.89, 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.


Dividends

XWQS.L vs. SPEP.L - Dividend Comparison

Neither XWQS.L nor SPEP.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

XWQS.L vs. SPEP.L - Drawdown Comparison

The maximum XWQS.L drawdown since its inception was -23.95%, smaller than the maximum SPEP.L drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for XWQS.L and SPEP.L.


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Drawdown Indicators


XWQS.LSPEP.LDifference

Max Drawdown

Largest peak-to-trough decline

-23.95%

-27.82%

+3.87%

Max Drawdown (1Y)

Largest decline over 1 year

-9.47%

-27.82%

+18.35%

Max Drawdown (5Y)

Largest decline over 5 years

-27.82%

Current Drawdown

Current decline from peak

-4.93%

-25.90%

+20.97%

Average Drawdown

Average peak-to-trough decline

-7.49%

-7.13%

-0.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.98%

15.97%

-13.99%

Volatility

XWQS.L vs. SPEP.L - Volatility Comparison

Xtrackers MSCI World Quality ESG UCITS ETF 1C (XWQS.L) has a higher volatility of 4.41% compared to Invesco S&P 500 Scored & Screened ETF Acc (SPEP.L) at 3.81%. This indicates that XWQS.L's price experiences larger fluctuations and is considered to be riskier than SPEP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XWQS.LSPEP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.41%

3.81%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

8.63%

41.51%

-32.88%

Volatility (1Y)

Calculated over the trailing 1-year period

14.51%

44.66%

-30.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.97%

31.53%

-12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.97%

30.46%

-11.49%