FUSD.L vs. IUIT.L
FUSD.L (Fidelity US Quality Income ETF Inc) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - FUSD.L is a Large Cap Blend Equities fund tracking the Fidelity US Quality Income Index NR, 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, FUSD.L returned 11.75%/yr vs 24.18%/yr for IUIT.L. A 0.79 correlation means they provide meaningful diversification when combined. FUSD.L charges 0.25%/yr vs 0.15%/yr for IUIT.L.
Performance
FUSD.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, FUSD.L achieves a 7.97% return, which is significantly lower than IUIT.L's 23.04% return.
FUSD.L
- 1D
- 0.00%
- 1M
- 2.07%
- YTD
- 7.97%
- 6M
- 8.45%
- 1Y
- 23.51%
- 3Y*
- 18.01%
- 5Y*
- 11.75%
- 10Y*
- —
IUIT.L
- 1D
- -2.11%
- 1M
- 10.65%
- YTD
- 23.04%
- 6M
- 22.40%
- 1Y
- 50.55%
- 3Y*
- 34.42%
- 5Y*
- 24.18%
- 10Y*
- 26.33%
FUSD.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 7.97% | 16.45% | 17.47% | 18.48% | -10.54% | 26.22% | 11.82% | 31.47% | -4.52% | 16.21% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 23.04% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.90% | -1.41% | 24.62% |
Correlation
The correlation between FUSD.L and IUIT.L is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2017 | 0.79 |
The correlation between FUSD.L and IUIT.L has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.
FUSD.L vs. IUIT.L - Sectors Allocation Comparison
Sectors
FUSD.L
IUIT.L
Technology
Financial Services
-
Communication Services
-
Consumer Cyclical
-
Healthcare
-
Industrials
Consumer Defensive
-
Energy
Utilities
-
Basic Materials
-
Real Estate
-
Technology
FUSD.L
IUIT.L
Financial Services
FUSD.L
IUIT.L
-
Communication Services
FUSD.L
IUIT.L
-
Consumer Cyclical
FUSD.L
IUIT.L
-
Healthcare
FUSD.L
IUIT.L
-
Industrials
FUSD.L
IUIT.L
Consumer Defensive
FUSD.L
IUIT.L
-
Energy
FUSD.L
IUIT.L
Utilities
FUSD.L
IUIT.L
-
Basic Materials
FUSD.L
IUIT.L
-
Real Estate
FUSD.L
IUIT.L
-
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Return for Risk
FUSD.L vs. IUIT.L — Risk / Return Rank
FUSD.L
IUIT.L
FUSD.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Inc (FUSD.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.
| FUSD.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.41 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 3.03 | -0.06 |
| Martin ratioReturn relative to average drawdown | 12.99 | 8.99 | +4.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUSD.L | IUIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 2.55 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 1.02 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 1.16 | -0.30 |
Drawdowns
FUSD.L vs. IUIT.L - Drawdown Comparison
The maximum FUSD.L drawdown since its inception was -35.82%, 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 FUSD.L and IUIT.L.
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Drawdown Indicators
| FUSD.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.82% | -33.46% | -2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -17.03% | +9.09% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -26.40% | +8.79% |
Max Drawdown (5Y)Largest decline over 5 years | -19.41% | -33.46% | +14.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -0.23% | -3.14% | +2.91% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -6.02% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 5.76% | -3.94% |
Volatility
FUSD.L vs. IUIT.L - Volatility Comparison
The current volatility for Fidelity US Quality Income ETF Inc (FUSD.L) is 2.91%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.49%. This indicates that FUSD.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
| FUSD.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 7.49% | -4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.69% | 15.53% | -7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 20.28% | -9.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 23.61% | -9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 22.47% | -6.69% |
FUSD.L vs. IUIT.L - Expense Ratio Comparison
FUSD.L has a 0.25% expense ratio, which is higher than IUIT.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
FUSD.L vs. IUIT.L - Dividend Comparison
FUSD.L's dividend yield for the trailing twelve months is around 1.42%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 1.42% | 1.47% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% |
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% |
Frequently Asked Questions
FUSD.L and IUIT.L have a correlation of 0.72, 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 0.25% for FUSD.L.
FUSD.L is categorized as Large Cap Blend Equities, while IUIT.L is Technology Equities. FUSD.L tracks Fidelity US Quality Income Index NR, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.25% for FUSD.L and 0.15% for IUIT.L.
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