020Y.L vs. IITU.L
020Y.L (iShares € Govt Bond 20yr Target Duration UCITS ETF) and IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) are both exchange-traded funds - 020Y.L is a European Government Bonds fund tracking the Markit iBoxx EUR Eurozone 20yr Target Duration Index, while IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, 020Y.L returned -10.94%/yr vs 21.86%/yr for IITU.L. At a 0.04 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.
Performance
020Y.L vs. IITU.L - Performance Comparison
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Different Trading Currencies
020Y.L is traded in EUR, while IITU.L is traded in GBp. To make them comparable, the IITU.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 020Y.L achieves a -1.53% return, which is significantly lower than IITU.L's 20.26% return.
020Y.L
- 1D
- -0.14%
- 1M
- -3.05%
- 6M
- -2.14%
- YTD
- -1.53%
- 1Y
- -4.31%
- 3Y*
- -3.47%
- 5Y*
- -10.94%
- 10Y*
- —
IITU.L
- 1D
- -0.88%
- 1M
- -1.53%
- 6M
- 21.94%
- YTD
- 20.26%
- 1Y
- 33.60%
- 3Y*
- 28.58%
- 5Y*
- 21.86%
- 10Y*
- 25.11%
020Y.L vs. IITU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
020Y.L iShares € Govt Bond 20yr Target Duration UCITS ETF | -1.53% | -10.89% | -5.04% | 7.85% | -36.19% | -8.42% | 1.97% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 20.26% | 8.47% | 47.65% | 53.89% | -24.72% | 44.50% | 10.99% |
Correlation
The correlation between 020Y.L and IITU.L is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2020 | 0.04 |
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Return for Risk
020Y.L vs. IITU.L — Risk / Return Rank
020Y.L
IITU.L
020Y.L vs. IITU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Govt Bond 20yr Target Duration UCITS ETF (020Y.L) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (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.
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.
| 020Y.L | IITU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.58 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.26 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 2.12 | -2.72 |
| Martin ratioReturn relative to average drawdown | -1.10 | 5.26 | -6.36 |
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Drawdowns
020Y.L vs. IITU.L - Drawdown Comparison
The maximum 020Y.L drawdown since its inception was -48.58%, roughly equal to the maximum IITU.L drawdown of -47.18%. Use the drawdown chart below to compare losses from any high point for 020Y.L and IITU.L.
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Drawdown Indicators
| 020Y.L | IITU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.58% | -47.18% | -1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -15.78% | +8.62% |
Max Drawdown (3Y)Largest decline over 3 years | -19.23% | -29.94% | +10.71% |
Max Drawdown (5Y)Largest decline over 5 years | -47.47% | -29.94% | -17.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.70% | — |
Current DrawdownCurrent decline from peak | -48.12% | -6.25% | -41.87% |
Average DrawdownAverage peak-to-trough decline | -32.92% | -10.92% | -22.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 6.38% | -2.47% |
Volatility
020Y.L vs. IITU.L - Volatility Comparison
The current volatility for iShares € Govt Bond 20yr Target Duration UCITS ETF (020Y.L) is 3.10%, while iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a volatility of 7.26%. This indicates that 020Y.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.
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Volatility by Period
| 020Y.L | IITU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 7.26% | -4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.06% | 16.57% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.90% | 21.85% | -10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.03% | 26.95% | +17.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.94% | 24.19% | +16.75% |
020Y.L vs. IITU.L - Expense Ratio Comparison
Both 020Y.L and IITU.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
020Y.L vs. IITU.L - Dividend Comparison
020Y.L's dividend yield for the trailing twelve months is around 3.65%, while IITU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
020Y.L iShares € Govt Bond 20yr Target Duration UCITS ETF | 3.65% | 3.42% | 2.94% | 2.11% | 0.91% | 0.10% | 0.11% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
020Y.L and IITU.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
020Y.L and IITU.L have the same expense ratio: 0.15% per year.
020Y.L is categorized as European Government Bonds, while IITU.L is Technology Equities. 020Y.L tracks Markit iBoxx EUR Eurozone 20yr Target Duration Index, while IITU.L tracks S&P 500 Capped 35/20 Information Technology Index.
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