XX25.L vs. IITU.L
Compare and contrast key facts about Xtrackers FTSE China 50 UCITS ETF 1C (XX25.L) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.L).
XX25.L and IITU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XX25.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI China NR USD. It was launched on Jun 19, 2007. IITU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015. Both XX25.L and IITU.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: XX25.L or IITU.L.
Key characteristics
XX25.L | IITU.L | |
---|---|---|
YTD Return | 9.15% | 23.59% |
1Y Return | -3.79% | 37.19% |
3Y Return (Ann) | -8.04% | 19.67% |
5Y Return (Ann) | -6.73% | 24.29% |
Sharpe Ratio | -0.08 | 1.94 |
Daily Std Dev | 23.72% | 20.30% |
Max Drawdown | -59.20% | -23.56% |
Current Drawdown | -44.03% | -7.66% |
Correlation
The correlation between XX25.L and IITU.L is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XX25.L vs. IITU.L - Performance Comparison
In the year-to-date period, XX25.L achieves a 9.15% return, which is significantly lower than IITU.L's 23.59% 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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XX25.L vs. IITU.L - Expense Ratio Comparison
XX25.L has a 0.60% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Risk-Adjusted Performance
XX25.L vs. IITU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers FTSE China 50 UCITS ETF 1C (XX25.L) and iShares S&P 500 USD Information Technology Sector UCITS (IITU.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
XX25.L vs. IITU.L - Dividend Comparison
Neither XX25.L nor IITU.L has paid dividends to shareholders.
Drawdowns
XX25.L vs. IITU.L - Drawdown Comparison
The maximum XX25.L drawdown since its inception was -59.20%, which is greater than IITU.L's maximum drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for XX25.L and IITU.L. For additional features, visit the drawdowns tool.
Volatility
XX25.L vs. IITU.L - Volatility Comparison
The current volatility for Xtrackers FTSE China 50 UCITS ETF 1C (XX25.L) is 5.62%, while iShares S&P 500 USD Information Technology Sector UCITS (IITU.L) has a volatility of 7.52%. This indicates that XX25.L experiences smaller price fluctuations and is considered to be less risky than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.