XLPE vs. IUMS ETF Comparison
Comparison of db x-trackers LPX MM® Private Equity UCITS ETF (XLPE) to iShares S&P 500 Matrls Sect ETF USD Acc (IUMS)
XLPE
db x-trackers LPX MM® Private Equity UCITS ETF
XLPE Description
The aim is for the investment to reflect the performance of the LPX Major Market { {®}} Index (Index) which is designed to reflect the performance of the 25 most frequently traded private equity companies. The main business purpose of the companies must be private equity (which involves investing in companies which are not listed on a stock exchange). The private equity companies themselves must be listed on a stock exchange. The private equity companies may be based in any region and may engage in a variety of private equity activities. The composition of the Index is reviewed twice a year and companies are chosen depending on how often and in what volume their shares are traded. To achieve the aim, the Fund will invest in transferable securities and enter into financial contracts (derivatives) with one or more swap counterparties relating to the transferable securities and the Index, in order to obtain the return on the Index. . You may redeem your shares on demand on a daily basis.
Grade (RS Rating)
Last Trade
£10,090.00
Average Daily Volume
531
10
IUMS
iShares S&P 500 Matrls Sect ETF USD Acc
IUMS Description
The Fund seeks to track the performance of an index composed of U.S. Materials Sector companies as defined by the Global Industry Classification Standard (GICS)Grade (RS Rating)
Last Trade
£9.59
Average Daily Volume
33,522
12
Performance
| Period | XLPE | IUMS |
|---|---|---|
| 30 Days | -2.22% | -4.28% |
| 60 Days | 1.34% | 1.33% |
| 90 Days | 7.47% | 7.80% |
| 12 Months | 42.49% | 14.93% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XLPE | Weight in IUMS | Overlap | |
|---|---|---|---|---|---|
| 0A6B | A | 3.49% | 3.16% | 3.16% |
XLPE: Top Represented Industries & Keywords
IUMS: Top Represented Industries & Keywords
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