EWSP.L vs. IESU.L
EWSP.L (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - EWSP.L is a S&P 500 fund tracking the S&P 500 Equal Weight Index, while IESU.L is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 3 years, EWSP.L returned 12.19%/yr vs 13.44%/yr for IESU.L. At a 0.37 correlation, their price movements are largely independent. EWSP.L charges 0.20%/yr vs 0.15%/yr for IESU.L.
Performance
EWSP.L vs. IESU.L - Performance Comparison
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Different Trading Currencies
EWSP.L is traded in GBP, while IESU.L is traded in GBp. To make them comparable, the IESU.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, EWSP.L achieves a 11.78% return, which is significantly lower than IESU.L's 28.61% return.
EWSP.L
- 1D
- -0.17%
- 1M
- 0.70%
- 6M
- 7.82%
- YTD
- 11.78%
- 1Y
- 17.92%
- 3Y*
- 12.19%
- 5Y*
- —
- 10Y*
- —
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
EWSP.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EWSP.L iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 11.78% | 4.02% | 13.96% | 7.79% | -18.92% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 18.24% |
Correlation
The correlation between EWSP.L and IESU.L is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2022 | 0.37 |
Over the past year, the correlation between EWSP.L and IESU.L has dropped to 0.08 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
EWSP.L vs. IESU.L — Risk / Return Rank
EWSP.L
IESU.L
EWSP.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) and iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
| EWSP.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.26 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 2.07 | +1.10 |
| Martin ratioReturn relative to average drawdown | 10.02 | 5.01 | +5.01 |
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Drawdowns
EWSP.L vs. IESU.L - Drawdown Comparison
The maximum EWSP.L drawdown since its inception was -22.80%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for EWSP.L and IESU.L.
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Drawdown Indicators
| EWSP.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.80% | -63.88% | +41.08% |
Max Drawdown (1Y)Largest decline over 1 year | -5.65% | -17.34% | +11.69% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -26.36% | +6.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.16% | — |
Current DrawdownCurrent decline from peak | -1.36% | -10.65% | +9.29% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -20.50% | +10.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 7.16% | -5.38% |
Volatility
EWSP.L vs. IESU.L - Volatility Comparison
The current volatility for iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) is 2.83%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that EWSP.L experiences smaller price fluctuations and is considered to be less risky than IESU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EWSP.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 7.50% | -4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 6.71% | 21.74% | -15.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.63% | 24.54% | -14.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.05% | 29.08% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 29.16% | -7.11% |
EWSP.L vs. IESU.L - Expense Ratio Comparison
EWSP.L has a 0.20% expense ratio, which is higher than IESU.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
EWSP.L vs. IESU.L - Dividend Comparison
Neither EWSP.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
EWSP.L and IESU.L have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IESU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IESU.L is cheaper with a 0.15% expense ratio, compared with 0.20% for EWSP.L.
EWSP.L is categorized as S&P 500, while IESU.L is Energy Equities. EWSP.L tracks S&P 500 Equal Weight Index, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. Their fees differ too: 0.20% for EWSP.L and 0.15% for IESU.L.
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