ASRNL.AS vs. IUIT.L
Compare and contrast key facts about ASR Nederland N.V. (ASRNL.AS) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASRNL.AS or IUIT.L.
Key characteristics
| ASRNL.AS | IUIT.L | |
|---|---|---|
| YTD Return | 9.27% | 6.14% |
| 1Y Return | 26.29% | 39.36% |
| 3Y Return (Ann) | 15.07% | 14.25% |
| 5Y Return (Ann) | 9.11% | 21.94% |
| Sharpe Ratio | 1.07 | 2.13 |
| Daily Std Dev | 25.60% | 19.09% |
| Max Drawdown | -53.84% | -33.46% |
| Current Drawdown | -0.66% | -7.27% |
Correlation
The correlation between ASRNL.AS and IUIT.L is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ASRNL.AS vs. IUIT.L - Performance Comparison
In the year-to-date period, ASRNL.AS achieves a 9.27% return, which is significantly higher than IUIT.L's 6.14% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ASRNL.AS vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ASR Nederland N.V. (ASRNL.AS) 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.
Dividends
ASRNL.AS vs. IUIT.L - Dividend Comparison
ASRNL.AS's dividend yield for the trailing twelve months is around 6.00%, while IUIT.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
ASRNL.AS ASR Nederland N.V. | 6.00% | 6.56% | 5.82% | 5.19% | 2.31% | 5.37% | 6.59% | 3.70% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ASRNL.AS vs. IUIT.L - Drawdown Comparison
The maximum ASRNL.AS drawdown since its inception was -53.84%, 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 ASRNL.AS and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
ASRNL.AS vs. IUIT.L - Volatility Comparison
The current volatility for ASR Nederland N.V. (ASRNL.AS) is 4.99%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 6.62%. This indicates that ASRNL.AS 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.