AGED.L vs. IUIT.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - AGED.L is a Global Equities fund tracking the Stoxx Global Ageing Population Net USD Index, while IUIT.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, AGED.L returned 6.71%/yr vs 21.03%/yr for IUIT.L. A 0.61 correlation means they provide meaningful diversification when combined. AGED.L charges 0.40%/yr vs 0.15%/yr for IUIT.L.
Performance
AGED.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGED.L achieves a 11.02% return, which is significantly lower than IUIT.L's 17.06% return.
AGED.L
- 1D
- -0.14%
- 1M
- 5.51%
- 6M
- 9.54%
- YTD
- 11.02%
- 1Y
- 25.89%
- 3Y*
- 15.70%
- 5Y*
- 6.71%
- 10Y*
- —
IUIT.L
- 1D
- -0.78%
- 1M
- -2.95%
- 6M
- 19.62%
- YTD
- 17.06%
- 1Y
- 31.65%
- 3Y*
- 29.24%
- 5Y*
- 21.03%
- 10Y*
- 25.50%
AGED.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 11.02% | 26.75% | 7.86% | 9.03% | -14.29% | 4.61% | 13.29% | 19.47% | -13.28% | 22.24% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.06% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -1.41% | 37.94% |
Correlation
The correlation between AGED.L and IUIT.L is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.61 |
Over the past year, the correlation between AGED.L and IUIT.L has dropped to 0.34 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
AGED.L vs. IUIT.L — Risk / Return Rank
AGED.L
IUIT.L
AGED.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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.
| AGED.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 1.85 | +1.27 |
| Martin ratioReturn relative to average drawdown | 11.36 | 4.97 | +6.39 |
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Drawdowns
AGED.L vs. IUIT.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for AGED.L and IUIT.L.
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Drawdown Indicators
| AGED.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -33.46% | -6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -17.03% | +8.63% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -26.40% | +10.02% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -33.46% | +5.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -1.16% | -7.85% | +6.69% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -5.91% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 6.35% | -4.04% |
Volatility
AGED.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) is 3.77%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.15%. This indicates that AGED.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGED.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 7.15% | -3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 17.59% | -5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 22.08% | -6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 23.96% | -6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 22.32% | -4.58% |
AGED.L vs. IUIT.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Dividends
AGED.L vs. IUIT.L - Dividend Comparison
Neither AGED.L nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
AGED.L and IUIT.L have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.40% for AGED.L.
AGED.L is categorized as Global Equities, while IUIT.L is Technology Equities. AGED.L tracks Stoxx Global Ageing Population Net USD Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.40% for AGED.L and 0.15% for IUIT.L.
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