XXTW.L vs. IUIT.L
Compare and contrast key facts about Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
XXTW.L and IUIT.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XXTW.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World Information Technology 20/35 Custom index. It was launched on Mar 9, 2016. IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015. Both XXTW.L and IUIT.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: XXTW.L or IUIT.L.
Key characteristics
| XXTW.L | IUIT.L | |
|---|---|---|
| YTD Return | 20.20% | 28.65% |
| 1Y Return | 34.54% | 46.63% |
| 3Y Return (Ann) | 3.44% | 18.44% |
| 5Y Return (Ann) | 16.34% | 25.78% |
| Sharpe Ratio | 1.86 | 2.42 |
| Daily Std Dev | 19.75% | 20.92% |
| Max Drawdown | -36.07% | -33.46% |
| Current Drawdown | -7.41% | -4.64% |
Correlation
The correlation between XXTW.L and IUIT.L is 0.65, 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
XXTW.L vs. IUIT.L - Performance Comparison
In the year-to-date period, XXTW.L achieves a 20.20% return, which is significantly lower than IUIT.L's 28.65% 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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XXTW.L vs. IUIT.L - Expense Ratio Comparison
XXTW.L has a 0.25% expense ratio, which is higher than IUIT.L's 0.15% 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
XXTW.L vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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
XXTW.L vs. IUIT.L - Dividend Comparison
Neither XXTW.L nor IUIT.L has paid dividends to shareholders.
Drawdowns
XXTW.L vs. IUIT.L - Drawdown Comparison
The maximum XXTW.L drawdown since its inception was -36.07%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for XXTW.L and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
XXTW.L vs. IUIT.L - Volatility Comparison
Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) have volatilities of 7.52% and 7.49%, 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.