5ESG.L vs. IESU.L
5ESG.L (UBS S&P 500 Scored & Screened UCITS ETF GBP Dist) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - 5ESG.L is a S&P 500 fund tracking the S&P 500 ESG 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, 5ESG.L returned 12.10%/yr vs 22.82%/yr for IESU.L. At a 0.27 correlation, their price movements are largely independent. 5ESG.L charges 0.17%/yr vs 0.15%/yr for IESU.L.
Performance
5ESG.L vs. IESU.L - Performance Comparison
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Returns By Period
In the year-to-date period, 5ESG.L achieves a 7.84% return, which is significantly lower than IESU.L's 28.61% return.
5ESG.L
- 1D
- -1.40%
- 1M
- -1.41%
- 6M
- 7.07%
- YTD
- 7.84%
- 1Y
- 21.39%
- 3Y*
- 18.42%
- 5Y*
- 12.10%
- 10Y*
- —
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
5ESG.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5ESG.L UBS S&P 500 Scored & Screened UCITS ETF GBP Dist | 7.84% | 18.26% | 23.62% | 26.17% | -20.24% | 31.59% | 15.83% | 16.65% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | -3.99% |
Correlation
The correlation between 5ESG.L and IESU.L is -0.19, 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 | -0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2019 | 0.27 |
The correlation between 5ESG.L and IESU.L shifts across timeframes, from -0.19 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
5ESG.L vs. IESU.L — Risk / Return Rank
5ESG.L
IESU.L
5ESG.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS S&P 500 Scored & Screened UCITS ETF GBP Dist (5ESG.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.
| 5ESG.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.07 | +0.30 |
| Martin ratioReturn relative to average drawdown | 10.06 | 5.01 | +5.05 |
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Drawdowns
5ESG.L vs. IESU.L - Drawdown Comparison
The maximum 5ESG.L drawdown since its inception was -36.07%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for 5ESG.L and IESU.L.
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Drawdown Indicators
| 5ESG.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.07% | -63.88% | +27.81% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -17.34% | +8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -19.53% | -26.36% | +6.83% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -26.36% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.16% | — |
Current DrawdownCurrent decline from peak | -2.12% | -10.65% | +8.53% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -20.50% | +15.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 7.16% | -5.04% |
Volatility
5ESG.L vs. IESU.L - Volatility Comparison
The current volatility for UBS S&P 500 Scored & Screened UCITS ETF GBP Dist (5ESG.L) is 3.07%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that 5ESG.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.
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Volatility by Period
| 5ESG.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 7.50% | -4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 21.74% | -12.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 24.54% | -12.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 29.08% | -12.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 29.16% | -11.16% |
5ESG.L vs. IESU.L - Expense Ratio Comparison
5ESG.L has a 0.17% expense ratio, which is higher than IESU.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
5ESG.L vs. IESU.L - Dividend Comparison
5ESG.L's dividend yield for the trailing twelve months is around 0.63%, while IESU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5ESG.L UBS S&P 500 Scored & Screened UCITS ETF GBP Dist | 0.63% | 0.87% | 0.47% | 1.07% | 1.32% | 0.89% | 1.25% | 0.39% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
5ESG.L and IESU.L have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IESU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IESU.L is cheaper with a 0.15% expense ratio, compared with 0.17% for 5ESG.L.
5ESG.L is categorized as S&P 500, while IESU.L is Energy Equities. 5ESG.L tracks S&P 500 ESG Index, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: UBS and iShares. Their fees differ too: 0.17% for 5ESG.L and 0.15% for IESU.L.
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