EGLN.L vs. UIFS.L
EGLN.L (iShares Physical Gold ETC) and UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) are both exchange-traded funds - EGLN.L is a Gold fund tracking the LBMA Gold Price, while UIFS.L is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index. Both are passively managed. Over the past 10 years, EGLN.L returned 10.77%/yr vs 12.57%/yr for UIFS.L. At a correlation of -0.13, they often move in opposite directions. EGLN.L charges 0.25%/yr vs 0.15%/yr for UIFS.L.
Performance
EGLN.L vs. UIFS.L - Performance Comparison
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Different Trading Currencies
EGLN.L is traded in EUR, while UIFS.L is traded in GBp. To make them comparable, the UIFS.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EGLN.L achieves a -0.76% return, which is significantly higher than UIFS.L's -1.25% return. Over the past 10 years, EGLN.L has underperformed UIFS.L with an annualized return of 10.77%, while UIFS.L has yielded a comparatively higher 12.57% annualized return.
EGLN.L
- 1D
- 2.84%
- 1M
- -9.14%
- YTD
- -0.76%
- 6M
- -0.18%
- 1Y
- 24.31%
- 3Y*
- 26.28%
- 5Y*
- 18.47%
- 10Y*
- 10.77%
UIFS.L
- 1D
- 1.89%
- 1M
- 5.91%
- YTD
- -1.25%
- 6M
- -0.47%
- 1Y
- 6.33%
- 3Y*
- 15.77%
- 5Y*
- 9.90%
- 10Y*
- 12.57%
EGLN.L vs. UIFS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGLN.L iShares Physical Gold ETC | -0.76% | 46.01% | 34.32% | 9.37% | 6.00% | 3.85% | 13.68% | 20.59% | 3.38% | -0.47% |
UIFS.L iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | -1.25% | 1.49% | 38.62% | 8.37% | -5.58% | 47.06% | -11.67% | 35.13% | -10.52% | 7.60% |
Correlation
The correlation between EGLN.L and UIFS.L is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | -0.13 |
The correlation between EGLN.L and UIFS.L shifts across timeframes, from -0.13 (all time) to 0.06 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
EGLN.L vs. UIFS.L — Risk / Return Rank
EGLN.L
UIFS.L
EGLN.L vs. UIFS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Physical Gold ETC (EGLN.L) and iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.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.
| EGLN.L | UIFS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.08 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.49 | +0.62 |
| Martin ratioReturn relative to average drawdown | 3.36 | 1.12 | +2.24 |
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Drawdowns
EGLN.L vs. UIFS.L - Drawdown Comparison
The maximum EGLN.L drawdown since its inception was -47.44%, smaller than the maximum UIFS.L drawdown of -50.23%. Use the drawdown chart below to compare losses from any high point for EGLN.L and UIFS.L.
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Drawdown Indicators
| EGLN.L | UIFS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.44% | -50.23% | +2.79% |
Max Drawdown (1Y)Largest decline over 1 year | -21.94% | -12.92% | -9.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.94% | -21.06% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -21.94% | -21.06% | -0.88% |
Max Drawdown (10Y)Largest decline over 10 years | -26.21% | -41.82% | +15.61% |
Current DrawdownCurrent decline from peak | -19.73% | -6.84% | -12.89% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -14.09% | -8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.17% | 5.63% | +1.54% |
Volatility
EGLN.L vs. UIFS.L - Volatility Comparison
iShares Physical Gold ETC (EGLN.L) has a higher volatility of 6.72% compared to iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) at 4.32%. This indicates that EGLN.L's price experiences larger fluctuations and is considered to be riskier than UIFS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGLN.L | UIFS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 4.32% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 20.79% | 10.69% | +10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.72% | 14.46% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.26% | 22.98% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 23.11% | -7.11% |
EGLN.L vs. UIFS.L - Expense Ratio Comparison
EGLN.L has a 0.25% expense ratio, which is higher than UIFS.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
EGLN.L vs. UIFS.L - Dividend Comparison
Neither EGLN.L nor UIFS.L has paid dividends to shareholders.
Frequently Asked Questions
EGLN.L and UIFS.L have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIFS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIFS.L is cheaper with a 0.15% expense ratio, compared with 0.25% for EGLN.L.
EGLN.L is categorized as Gold, while UIFS.L is Financials Equities. EGLN.L tracks LBMA Gold Price, while UIFS.L tracks S&P 500 Capped 35/20 Financials Index. Their fees differ too: 0.25% for EGLN.L and 0.15% for UIFS.L.
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