500U.L vs. IESU.L
500U.L (Amundi S&P 500 Swap UCITS ETF USD Acc) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - 500U.L is a S&P 500 fund tracking the S&P 500 Index, while IESU.L is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 5 years, 500U.L returned 12.87%/yr vs 22.27%/yr for IESU.L. At a 0.36 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.
Performance
500U.L vs. IESU.L - Performance Comparison
Loading charts...
Different Trading Currencies
500U.L is traded in USD, while IESU.L is traded in GBp. To make them comparable, the IESU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 500U.L achieves a 9.03% return, which is significantly lower than IESU.L's 28.54% return.
500U.L
- 1D
- -1.21%
- 1M
- -0.44%
- 6M
- 8.07%
- YTD
- 9.03%
- 1Y
- 20.04%
- 3Y*
- 19.47%
- 5Y*
- 12.87%
- 10Y*
- —
IESU.L
- 1D
- 0.85%
- 1M
- 6.06%
- 6M
- 21.20%
- YTD
- 28.54%
- 1Y
- 36.33%
- 3Y*
- 14.63%
- 5Y*
- 22.27%
- 10Y*
- 8.78%
500U.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
500U.L Amundi S&P 500 Swap UCITS ETF USD Acc | 9.03% | 17.42% | 25.42% | 26.85% | -18.63% | 29.68% | 17.93% | 31.98% | -2.14% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.54% | 9.98% | 3.69% | -1.00% | 63.91% | 52.43% | -33.64% | 9.60% | -11.11% |
Correlation
The correlation between 500U.L and IESU.L is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2018 | 0.36 |
The correlation between 500U.L and IESU.L shifts across timeframes, from -0.18 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
500U.L vs. IESU.L — Risk / Return Rank
500U.L
IESU.L
500U.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF USD Acc (500U.L) and iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
| 500U.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.21 | +0.18 |
| Martin ratioReturn relative to average drawdown | 9.82 | 5.65 | +4.17 |
Loading charts...
Drawdowns
500U.L vs. IESU.L - Drawdown Comparison
The maximum 500U.L drawdown since its inception was -34.04%, smaller than the maximum IESU.L drawdown of -72.57%. Use the drawdown chart below to compare losses from any high point for 500U.L and IESU.L.
Loading charts...
Drawdown Indicators
| 500U.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.04% | -72.57% | +38.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -16.37% | +8.03% |
Max Drawdown (3Y)Largest decline over 3 years | -18.29% | -22.55% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.22% | -27.74% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.85% | — |
Current DrawdownCurrent decline from peak | -1.75% | -8.87% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -24.88% | +20.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 6.42% | -4.38% |
Volatility
500U.L vs. IESU.L - Volatility Comparison
The current volatility for Amundi S&P 500 Swap UCITS ETF USD Acc (500U.L) is 3.17%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 6.97%. This indicates that 500U.L experiences smaller price fluctuations and is considered to be less risky than IESU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| 500U.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 6.97% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 21.03% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 23.89% | -11.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 29.47% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.12% | 29.81% | -12.69% |
500U.L vs. IESU.L - Expense Ratio Comparison
Both 500U.L and IESU.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
500U.L vs. IESU.L - Dividend Comparison
Neither 500U.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
500U.L and IESU.L have a correlation of -0.18, 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.
500U.L and IESU.L have the same expense ratio: 0.15% per year.
500U.L is categorized as S&P 500, while IESU.L is Energy Equities. 500U.L tracks S&P 500 Index, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: Amundi and iShares.
Find the right allocation for 500U.L and IESU.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer