EEDS.L vs. IUIT.L
EEDS.L (iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - EEDS.L is a Large Cap Blend Equities fund tracking the MSCI USA ESG Enhanced CTB 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, EEDS.L returned 11.09%/yr vs 21.03%/yr for IUIT.L. Their correlation of 0.88 suggests significant overlap in exposure. EEDS.L charges 0.07%/yr vs 0.15%/yr for IUIT.L.
Performance
EEDS.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, EEDS.L achieves a 9.44% return, which is significantly lower than IUIT.L's 17.06% return.
EEDS.L
- 1D
- -0.05%
- 1M
- 0.08%
- 6M
- 9.44%
- YTD
- 9.44%
- 1Y
- 20.16%
- 3Y*
- 18.49%
- 5Y*
- 11.09%
- 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%
EEDS.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 9.44% | 14.97% | 24.21% | 26.17% | -21.67% | 27.87% | 22.28% | 19.63% |
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% | 32.16% |
Correlation
The correlation between EEDS.L and IUIT.L is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2019 | 0.88 |
The correlation between EEDS.L and IUIT.L has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
EEDS.L vs. IUIT.L — Risk / Return Rank
EEDS.L
IUIT.L
EEDS.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.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.
| EEDS.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.85 | +0.49 |
| Martin ratioReturn relative to average drawdown | 9.44 | 4.97 | +4.47 |
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Drawdowns
EEDS.L vs. IUIT.L - Drawdown Comparison
The maximum EEDS.L drawdown since its inception was -33.60%, roughly equal to the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for EEDS.L and IUIT.L.
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Drawdown Indicators
| EEDS.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.60% | -33.46% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -17.03% | +7.93% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -26.40% | +6.81% |
Max Drawdown (5Y)Largest decline over 5 years | -27.26% | -33.46% | +6.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -0.46% | -7.85% | +7.39% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.91% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 6.35% | -4.09% |
Volatility
EEDS.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) (EEDS.L) is 2.85%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.15%. This indicates that EEDS.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
| EEDS.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 7.15% | -4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 17.59% | -8.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 22.08% | -9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 23.96% | -7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 22.32% | -4.50% |
EEDS.L vs. IUIT.L - Expense Ratio Comparison
EEDS.L has a 0.07% expense ratio, which is lower than IUIT.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EEDS.L vs. IUIT.L - Dividend Comparison
EEDS.L's dividend yield for the trailing twelve months is around 0.83%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
EEDS.L iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) | 0.83% | 0.89% | 1.00% | 1.15% | 1.42% | 1.01% | 1.24% | 1.07% |
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% |
Frequently Asked Questions
EEDS.L and IUIT.L have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EEDS.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EEDS.L is cheaper with a 0.07% expense ratio, compared with 0.15% for IUIT.L.
EEDS.L is categorized as Large Cap Blend Equities, while IUIT.L is Technology Equities. EEDS.L tracks MSCI USA ESG Enhanced CTB Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.07% for EEDS.L and 0.15% for IUIT.L.
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