XXTW.L vs. SHLD.L
XXTW.L (Xtrackers MSCI World Information Technology UCITS ETF) and SHLD.L (iShares Digital Security UCITS ETF USD (Dist)) are both Technology Equities funds - XXTW.L tracks the MSCI World Information Technology 20/35 Custom index while SHLD.L tracks the STOXX Global Digital Security Open Net Index in USD. Both are passively managed. Over the past 5 years, XXTW.L returned 10.58%/yr vs 9.48%/yr for SHLD.L. Their 0.55 correlation means they have sometimes moved together and sometimes differently. XXTW.L charges 0.25%/yr vs 0.40%/yr for SHLD.L.
Performance
XXTW.L vs. SHLD.L - Performance Comparison
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Different Trading Currencies
XXTW.L is traded in GBP, while SHLD.L is traded in USD. To make them comparable, the SHLD.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, XXTW.L achieves a 15.37% return, which is significantly lower than SHLD.L's 18.00% return.
XXTW.L
- 1D
- 0.00%
- 1M
- -2.19%
- 6M
- 16.59%
- YTD
- 15.37%
- 1Y
- 26.61%
- 3Y*
- 14.99%
- 5Y*
- 10.58%
- 10Y*
- 19.15%
- ALL TIME*
- 17.56%
SHLD.L
- 1D
- 0.58%
- 1M
- 4.65%
- 6M
- 20.74%
- YTD
- 18.00%
- 1Y
- 20.89%
- 3Y*
- 18.02%
- 5Y*
- 9.48%
- 10Y*
- —
- ALL TIME*
- 12.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| £178.91K | £184.46K | £166.23K | |
| £635.62K | £533.86K | £515.60K |
XXTW.L vs. SHLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XXTW.L Xtrackers MSCI World Information Technology UCITS ETF | 15.37% | 13.82% | 36.21% | 21.01% | -30.86% | 29.69% | 43.59% | 48.72% | -6.98% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 18.00% | 3.57% | 18.59% | 27.22% | -20.68% | 17.61% | 23.48% | 23.39% | -2.16% |
Correlation
The correlation between XXTW.L and SHLD.L is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2018 | 0.55 |
The correlation between XXTW.L and SHLD.L shifts across timeframes, from 0.55 (all time) to 0.65 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
XXTW.L vs. SHLD.L — Risk / Return Rank
XXTW.L
SHLD.L
XXTW.L vs. SHLD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XXTW.L | SHLD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.64 | -0.87 |
| Martin ratioReturn relative to average drawdown | 1.28 | 3.49 | -2.21 |
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Drawdowns
XXTW.L vs. SHLD.L - Drawdown Comparison
The maximum XXTW.L drawdown since its inception was -36.07%, which is greater than SHLD.L's maximum drawdown of -27.24%. Use the drawdown chart below to compare losses from any high point for XXTW.L and SHLD.L.
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Drawdown Indicators
| XXTW.L | SHLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.07% | -27.24% | -8.83% |
Max Drawdown (1Y)Largest decline over 1 year | -34.41% | -12.66% | -21.75% |
Max Drawdown (3Y)Largest decline over 3 years | -34.41% | -24.26% | -10.15% |
Max Drawdown (5Y)Largest decline over 5 years | -36.07% | -27.24% | -8.83% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | — | — |
Current DrawdownCurrent decline from peak | -15.39% | -4.24% | -11.15% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -7.83% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.82% | 5.97% | +14.85% |
Volatility
XXTW.L vs. SHLD.L - Volatility Comparison
Xtrackers MSCI World Information Technology UCITS ETF (XXTW.L) has a higher volatility of 7.68% compared to iShares Digital Security UCITS ETF USD (Dist) (SHLD.L) at 7.01%. This indicates that XXTW.L's price experiences larger fluctuations and is considered to be riskier than SHLD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XXTW.L | SHLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 7.01% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 18.08% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.64% | 21.57% | +26.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.74% | 20.35% | +11.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.41% | 20.36% | +7.05% |
XXTW.L vs. SHLD.L - Expense Ratio Comparison
XXTW.L has a 0.25% expense ratio, which is lower than SHLD.L's 0.40% expense ratio.
Dividends
XXTW.L vs. SHLD.L - Dividend Comparison
XXTW.L has not paid dividends to shareholders, while SHLD.L's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
XXTW.L Xtrackers MSCI World Information Technology UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XXTW.L and SHLD.L have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XXTW.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XXTW.L is cheaper with a 0.25% expense ratio, compared with 0.40% for SHLD.L.
XXTW.L tracks MSCI World Information Technology 20/35 Custom index, while SHLD.L tracks STOXX Global Digital Security Open Net Index in USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XXTW.L and 0.40% for SHLD.L.
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