PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
EPOL vs. IUIT.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EPOL vs. IUIT.L

Last updated Jun 9, 2026

EPOL (iShares MSCI Poland ETF) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - EPOL is a Europe Equities fund tracking the MSCI Poland Investable Market 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 10 years, EPOL returned 11.52%/yr vs 25.94%/yr for IUIT.L. At a 0.32 correlation, their price movements are largely independent. EPOL charges 0.61%/yr vs 0.15%/yr for IUIT.L.

Performance

EPOL vs. IUIT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Poland ETF (EPOL) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EPOL achieves a 11.99% return, which is significantly lower than IUIT.L's 18.82% return. Over the past 10 years, EPOL has underperformed IUIT.L with an annualized return of 11.52%, while IUIT.L has yielded a comparatively higher 25.94% annualized return.

EPOL

1D
1.31%
1M
0.97%
YTD
11.99%
6M
21.57%
1Y
40.69%
3Y*
34.12%
5Y*
15.89%
10Y*
11.52%

IUIT.L

1D
-0.20%
1M
3.97%
YTD
18.82%
6M
17.07%
1Y
46.28%
3Y*
33.11%
5Y*
23.20%
10Y*
25.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EPOL vs. IUIT.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
EPOL
iShares MSCI Poland ETF		11.99%77.34%-2.61%50.70%-24.62%12.21%-8.38%-6.13%-13.76%52.43%
IUIT.L
iShares S&P 500 Information Technology Sector UCITS ETF		18.82%22.93%38.51%59.45%-29.15%34.09%43.14%48.83%-1.41%37.94%

Correlation

The correlation between EPOL and IUIT.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2015

0.32

EPOL vs. IUIT.L - Sectors Allocation Comparison

Sectors
EPOL
IUIT.L

Financial Services

45.6%

-

Energy

14.6%
0.1%

Consumer Cyclical

12.4%

-

Basic Materials

6.6%

-

Communication Services

6.3%

-

Consumer Defensive

5.5%

-

Utilities

5.1%

-

Technology

1.9%
99.6%

Industrials

1.7%
0.0%

Healthcare

0.3%

-

Real Estate

-

-

Financial Services

EPOL
45.6%
IUIT.L

-

Energy

EPOL
14.6%
IUIT.L
0.1%

Consumer Cyclical

EPOL
12.4%
IUIT.L

-

Basic Materials

EPOL
6.6%
IUIT.L

-

Communication Services

EPOL
6.3%
IUIT.L

-

Consumer Defensive

EPOL
5.5%
IUIT.L

-

Utilities

EPOL
5.1%
IUIT.L

-

Technology

EPOL
1.9%
IUIT.L
99.6%

Industrials

EPOL
1.7%
IUIT.L
0.0%

Healthcare

EPOL
0.3%
IUIT.L

-

Real Estate

EPOL

-

IUIT.L

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI Poland ETF

iShares S&P 500 Information Technology Sector UCITS ETF

Often compared with EPOL:
EPOL vs. SPYEPOL vs. EWQEPOL vs. IBCJ.DEEPOL vs. EIRLEPOL vs. EWWEPOL vs. EWPEPOL vs. EWK
Often compared with IUIT.L:
IUIT.L vs. VGTIUIT.L vs. QQQIUIT.L vs. QQQMIUIT.L vs. EQQQ.DEIUIT.L vs. VOOIUIT.L vs. VUAA.LIUIT.L vs. WITS.AS

Return for Risk

EPOL vs. IUIT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EPOL
EPOL Risk / Return Rank: 6161
Overall Rank
EPOL Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
EPOL Sortino Ratio Rank: 5757
Sortino Ratio Rank
EPOL Omega Ratio Rank: 5252
Omega Ratio Rank
EPOL Calmar Ratio Rank: 7979
Calmar Ratio Rank
EPOL Martin Ratio Rank: 6262
Martin Ratio Rank
IUIT.L
IUIT.L Risk / Return Rank: 6666
Overall Rank
IUIT.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IUIT.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
IUIT.L Omega Ratio Rank: 6868
Omega Ratio Rank
IUIT.L Calmar Ratio Rank: 6060
Calmar Ratio Rank
IUIT.L Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPOL vs. IUIT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Poland ETF (EPOL) 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.

EPOLIUIT.LDifference
Sharpe ratioReturn per unit of total volatility
1.75
2.24

-0.49

Sortino ratioReturn per unit of downside risk
2.45
2.99

-0.54

Omega ratioGain probability vs. loss probability

1.29

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

3.70

2.70

+1.00

Martin ratioReturn relative to average drawdown

10.10

7.98

+2.12

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EPOL vs. IUIT.L - Sharpe Ratio Comparison

The current EPOL Sharpe Ratio is 1.75, which is comparable to the IUIT.L Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of EPOL and IUIT.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

EPOLIUIT.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

2.24

-0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.98

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

1.17

-0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

1.10

-0.89

Drawdowns

EPOL vs. IUIT.L - Drawdown Comparison

The maximum EPOL drawdown since its inception was -63.72%, 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 EPOL and IUIT.L.

Loading charts...

Drawdown Indicators

EPOLIUIT.LDifference

Max Drawdown

Largest peak-to-trough decline

-63.72%

-33.46%

-30.26%

Max Drawdown (1Y)

Largest decline over 1 year

-11.04%

-17.03%

+5.99%

Max Drawdown (3Y)

Largest decline over 3 years

-21.81%

-26.40%

+4.59%

Max Drawdown (5Y)

Largest decline over 5 years

-54.21%

-33.46%

-20.75%

Max Drawdown (10Y)

Largest decline over 10 years

-61.41%

-33.46%

-27.95%

Current Drawdown

Current decline from peak

-3.03%

-6.46%

+3.43%

Average Drawdown

Average peak-to-trough decline

-26.88%

-5.89%

-20.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.04%

5.78%

-1.74%

Volatility

EPOL vs. IUIT.L - Volatility Comparison

The current volatility for iShares MSCI Poland ETF (EPOL) is 7.44%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 8.10%. This indicates that EPOL 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.

Loading charts...

Volatility by Period

EPOLIUIT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.44%

8.10%

-0.66%

Volatility (6M)

Calculated over the trailing 6-month period

17.80%

15.91%

+1.89%

Volatility (1Y)

Calculated over the trailing 1-year period

23.40%

20.58%

+2.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.11%

23.65%

+5.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.66%

22.22%

+5.44%

EPOL vs. IUIT.L - Expense Ratio Comparison

EPOL has a 0.61% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.

Dividends

EPOL vs. IUIT.L - Dividend Comparison

EPOL's dividend yield for the trailing twelve months is around 4.27%, while IUIT.L has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
EPOL
iShares MSCI Poland ETF		4.27%4.78%6.04%2.87%2.65%1.33%1.44%2.51%1.44%1.88%2.14%2.53%
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%0.00%0.00%0.00%0.00%

Frequently Asked Questions

EPOL and IUIT.L have a correlation of 0.30, 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 0.61% for EPOL.

EPOL is categorized as Europe Equities, while IUIT.L is Technology Equities. EPOL tracks MSCI Poland Investable Market Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.61% for EPOL and 0.15% for IUIT.L.

Portfolio Optimizer

Find the right allocation for EPOL and IUIT.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