EEXF.L vs. IITU.L
EEXF.L (iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist)) and IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) are both exchange-traded funds - EEXF.L is a European Corporate Bonds fund tracking the Bloomberg Euro Corporate ex-Financials Bond Index (EUR), while IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, EEXF.L returned 0.60%/yr vs 25.26%/yr for IITU.L. At a 0.17 correlation, their price movements are largely independent. EEXF.L charges 0.20%/yr vs 0.15%/yr for IITU.L.
Performance
EEXF.L vs. IITU.L - Performance Comparison
Loading charts...
Different Trading Currencies
EEXF.L is traded in GBP, while IITU.L is traded in GBp. To make them comparable, the IITU.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, EEXF.L achieves a -3.85% return, which is significantly lower than IITU.L's 16.77% return. Over the past 10 years, EEXF.L has underperformed IITU.L with an annualized return of 0.60%, while IITU.L has yielded a comparatively higher 25.26% annualized return.
EEXF.L
- 1D
- -0.68%
- 1M
- -2.20%
- 6M
- -3.46%
- YTD
- -3.85%
- 1Y
- -2.30%
- 3Y*
- 3.04%
- 5Y*
- -0.93%
- 10Y*
- 0.60%
IITU.L
- 1D
- -1.54%
- 1M
- -3.41%
- 6M
- 19.28%
- YTD
- 16.77%
- 1Y
- 30.62%
- 3Y*
- 28.08%
- 5Y*
- 21.55%
- 10Y*
- 25.26%
EEXF.L vs. IITU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EEXF.L iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) | -3.85% | 7.88% | -1.05% | 5.23% | -8.74% | -7.78% | 8.67% | 1.04% | -0.32% | 5.14% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 16.77% | 14.44% | 40.85% | 50.70% | -20.63% | 35.67% | 38.34% | 44.21% | 4.28% | 25.57% |
Correlation
The correlation between EEXF.L and IITU.L is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.17 |
The correlation between EEXF.L and IITU.L shifts across timeframes, from 0.04 (3 years) to 0.17 (10 years), 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
EEXF.L vs. IITU.L — Risk / Return Rank
EEXF.L
IITU.L
EEXF.L vs. IITU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) (EEXF.L) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.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.
| EEXF.L | IITU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.63 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.25 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.82 | -2.30 |
| Martin ratioReturn relative to average drawdown | -0.98 | 4.40 | -5.38 |
Loading charts...
Drawdowns
EEXF.L vs. IITU.L - Drawdown Comparison
The maximum EEXF.L drawdown since its inception was -21.79%, smaller than the maximum IITU.L drawdown of -41.09%. Use the drawdown chart below to compare losses from any high point for EEXF.L and IITU.L.
Loading charts...
Drawdown Indicators
| EEXF.L | IITU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.79% | -41.09% | +19.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -16.76% | +11.54% |
Max Drawdown (3Y)Largest decline over 3 years | -5.22% | -28.03% | +22.81% |
Max Drawdown (5Y)Largest decline over 5 years | -17.09% | -28.03% | +10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -21.79% | -28.03% | +6.24% |
Current DrawdownCurrent decline from peak | -10.99% | -8.00% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -8.24% | -8.09% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 6.94% | -4.38% |
Volatility
EEXF.L vs. IITU.L - Volatility Comparison
The current volatility for iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) (EEXF.L) is 1.22%, while iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a volatility of 7.43%. This indicates that EEXF.L experiences smaller price fluctuations and is considered to be less risky than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EEXF.L | IITU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 7.43% | -6.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 16.54% | -12.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.88% | 21.54% | -16.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.29% | 26.39% | -20.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.36% | 23.71% | -16.35% |
EEXF.L vs. IITU.L - Expense Ratio Comparison
EEXF.L has a 0.20% expense ratio, which is higher than IITU.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
EEXF.L vs. IITU.L - Dividend Comparison
EEXF.L's dividend yield for the trailing twelve months is around 2.85%, while IITU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEXF.L iShares € Corp Bond ex-Financials UCITS ETF EUR (Dist) | 2.85% | 2.59% | 2.30% | 1.49% | 0.86% | 0.84% | 0.86% | 1.31% | 1.34% | 1.40% | 1.70% | 1.00% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EEXF.L and IITU.L have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IITU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IITU.L is cheaper with a 0.15% expense ratio, compared with 0.20% for EEXF.L.
EEXF.L is categorized as European Corporate Bonds, while IITU.L is Technology Equities. EEXF.L tracks Bloomberg Euro Corporate ex-Financials Bond Index (EUR), while IITU.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.20% for EEXF.L and 0.15% for IITU.L.
Find the right allocation for EEXF.L and IITU.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