500D.L vs. IUIS.L
500D.L (Amundi S&P 500 Swap UCITS ETF USD Dist) and IUIS.L (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) are both S&P 500 funds - 500D.L tracks the S&P 500 Index while IUIS.L tracks the S&P 500 Capped 35/20 Industrials Index. Both are passively managed. Over the past 3 years, 500D.L returned 22.22%/yr vs 21.90%/yr for IUIS.L. A 0.80 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
500D.L vs. IUIS.L - Performance Comparison
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Returns By Period
In the year-to-date period, 500D.L achieves a 10.40% return, which is significantly lower than IUIS.L's 12.57% return.
500D.L
- 1D
- -0.02%
- 1M
- 4.48%
- YTD
- 10.40%
- 6M
- 11.15%
- 1Y
- 27.93%
- 3Y*
- 22.22%
- 5Y*
- —
- 10Y*
- —
IUIS.L
- 1D
- -0.10%
- 1M
- 1.82%
- YTD
- 12.57%
- 6M
- 13.85%
- 1Y
- 23.10%
- 3Y*
- 21.90%
- 5Y*
- 12.20%
- 10Y*
- —
500D.L vs. IUIS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 10.40% | 17.37% | 25.36% | 26.84% | -18.54% | 1.87% |
IUIS.L iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) | 12.57% | 19.24% | 17.42% | 17.93% | -5.28% | -0.12% |
Correlation
The correlation between 500D.L and IUIS.L is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2021 | 0.80 |
The correlation between 500D.L and IUIS.L shifts across timeframes, from 0.69 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
500D.L vs. IUIS.L — Risk / Return Rank
500D.L
IUIS.L
500D.L vs. IUIS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) and iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.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.
| 500D.L | IUIS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.28 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 2.21 | +1.12 |
| Martin ratioReturn relative to average drawdown | 14.61 | 8.53 | +6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 500D.L | IUIS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.42 | 1.58 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.65 | +0.13 |
Drawdowns
500D.L vs. IUIS.L - Drawdown Comparison
The maximum 500D.L drawdown since its inception was -24.21%, smaller than the maximum IUIS.L drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for 500D.L and IUIS.L.
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Drawdown Indicators
| 500D.L | IUIS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.21% | -42.18% | +17.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -10.42% | +2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -18.97% | -19.59% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.22% | — |
Current DrawdownCurrent decline from peak | -0.52% | -0.84% | +0.32% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -5.14% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 2.70% | -0.79% |
Volatility
500D.L vs. IUIS.L - Volatility Comparison
The current volatility for Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) is 3.20%, while iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.L) has a volatility of 4.96%. This indicates that 500D.L experiences smaller price fluctuations and is considered to be less risky than IUIS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 500D.L | IUIS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 4.96% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 8.41% | 11.91% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 14.58% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.39% | 17.30% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 19.62% | -3.23% |
500D.L vs. IUIS.L - Expense Ratio Comparison
Both 500D.L and IUIS.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
500D.L vs. IUIS.L - Dividend Comparison
500D.L's dividend yield for the trailing twelve months is around 0.82%, while IUIS.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 0.82% | 0.90% | 1.17% | 0.93% | 1.44% |
IUIS.L iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
500D.L and IUIS.L have a correlation of 0.69, 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.
500D.L and IUIS.L have the same expense ratio: 0.15% per year.
500D.L tracks S&P 500 Index, while IUIS.L tracks S&P 500 Capped 35/20 Industrials Index. They also come from different issuers: Amundi and iShares.
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