ICSU.L vs. 5ESG.L

Last updated Jun 27, 2026

ICSU.L (iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc)) and 5ESG.L (UBS S&P 500 Scored & Screened UCITS ETF GBP Dist) are both exchange-traded funds - ICSU.L is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Staples Index, while 5ESG.L is a S&P 500 fund tracking the S&P 500 ESG Index. Both are passively managed. Over the past 5 years, ICSU.L returned 9.04%/yr vs 12.61%/yr for 5ESG.L. At a 0.21 correlation, their price movements are largely independent. ICSU.L charges 0.15%/yr vs 0.17%/yr for 5ESG.L.

Performance

ICSU.L vs. 5ESG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc) (ICSU.L) and UBS S&P 500 Scored & Screened UCITS ETF GBP Dist (5ESG.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ICSU.L achieves a 11.90% return, which is significantly higher than 5ESG.L's 8.11% return.

ICSU.L

• 1D: 1.08%
• 1M: 1.54%
• YTD: 11.90%
• 6M: 13.00%
• 1Y: 13.13%
• 3Y*: 7.77%
• 5Y*: 9.04%
• 10Y*: —

5ESG.L

• 1D: 0.07%
• 1M: -0.03%
• YTD: 8.11%
• 6M: 8.13%
• 1Y: 25.24%
• 3Y*: 20.08%
• 5Y*: 12.61%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ICSU.L vs. 5ESG.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
ICSU.L iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc)	11.90%	-3.20%	16.26%	-5.83%	11.78%	19.63%	5.64%	15.09%
5ESG.L UBS S&P 500 Scored & Screened UCITS ETF GBP Dist	8.11%	18.26%	23.62%	26.17%	-20.24%	31.59%	15.01%	16.16%

Correlation

The correlation between ICSU.L and 5ESG.L is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.18
Correlation (3Y) Calculated over the trailing 3-year period	-0.02
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (All Time) Calculated using the full available price history since Mar 25, 2019	0.21

The correlation between ICSU.L and 5ESG.L shifts across timeframes, from -0.18 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

ICSU.L vs. 5ESG.L - Sectors Allocation Comparison

Sectors	ICSU.L	5ESG.L
Consumer Defensive	99.0%	5.1%
Consumer Cyclical	1.1%	5.0%
Basic Materials	-	2.0%
Communication Services	-	12.6%
Energy	-	2.7%
Financial Services	-	12.3%
Healthcare	-	10.6%
Industrials	-	8.2%
Real Estate	-	2.2%
Technology	-	38.0%
Utilities	-	1.4%

Return for Risk

ICSU.L vs. 5ESG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ICSU.L

ICSU.L Risk / Return Rank: 26
ICSU.L Sharpe Ratio Rank: 26
ICSU.L Sortino Ratio Rank: 27
ICSU.L Omega Ratio Rank: 23
ICSU.L Calmar Ratio Rank: 30
ICSU.L Martin Ratio Rank: 26

5ESG.L

5ESG.L Risk / Return Rank: 75
5ESG.L Sharpe Ratio Rank: 77
5ESG.L Sortino Ratio Rank: 83
5ESG.L Omega Ratio Rank: 76
5ESG.L Calmar Ratio Rank: 65
5ESG.L Martin Ratio Rank: 74

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.

ICSU.L vs. 5ESG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc) (ICSU.L) and UBS S&P 500 Scored & Screened UCITS ETF GBP Dist (5ESG.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.

	ICSU.L	5ESG.L	Difference
Sharpe ratio: Return per unit of total volatility	0.89	2.11	-1.22
Sortino ratio: Return per unit of downside risk	1.39	3.18	-1.80
Omega ratio: Gain probability vs. loss probability	1.15	1.39	-0.23
Calmar ratio: Return relative to maximum drawdown	1.42	2.79	-1.37
Martin ratio: Return relative to average drawdown	3.28	12.01	-8.73

ICSU.L vs. 5ESG.L - Sharpe Ratio Comparison

The current ICSU.L Sharpe Ratio is 0.89, which is lower than the 5ESG.L Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of ICSU.L and 5ESG.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.

Drawdowns

ICSU.L vs. 5ESG.L - Drawdown Comparison

The maximum ICSU.L drawdown since its inception was -33.13%, smaller than the maximum 5ESG.L drawdown of -36.07%. Use the drawdown chart below to compare losses from any high point for ICSU.L and 5ESG.L.

Drawdown Indicators

	ICSU.L	5ESG.L	Difference
Max Drawdown Largest peak-to-trough decline	-33.13%	-36.07%	+2.94%
Max Drawdown (1Y) Largest decline over 1 year	-9.24%	-9.01%	-0.23%
Max Drawdown (3Y) Largest decline over 3 years	-20.55%	-19.53%	-1.02%
Max Drawdown (5Y) Largest decline over 5 years	-20.55%	-25.41%	+4.86%
Current Drawdown Current decline from peak	-2.80%	-1.87%	-0.93%
Average Drawdown Average peak-to-trough decline	-10.32%	-5.38%	-4.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.99%	2.10%	+1.89%

Volatility

ICSU.L vs. 5ESG.L - Volatility Comparison

iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc) (ICSU.L) has a higher volatility of 5.26% compared to UBS S&P 500 Scored & Screened UCITS ETF GBP Dist (5ESG.L) at 4.14%. This indicates that ICSU.L's price experiences larger fluctuations and is considered to be riskier than 5ESG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ICSU.L	5ESG.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.26%	4.14%	+1.12%
Volatility (6M) Calculated over the trailing 6-month period	12.19%	9.25%	+2.94%
Volatility (1Y) Calculated over the trailing 1-year period	14.75%	11.89%	+2.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.21%	16.24%	+2.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.63%	18.04%	+0.59%

ICSU.L vs. 5ESG.L - Expense Ratio Comparison

ICSU.L has a 0.15% expense ratio, which is lower than 5ESG.L's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

ICSU.L vs. 5ESG.L - Dividend Comparison

ICSU.L has not paid dividends to shareholders, while 5ESG.L's dividend yield for the trailing twelve months is around 0.63%.

Position	TTM	2025	2024	2023	2022	2021	2020
5ESG.L UBS S&P 500 Scored & Screened UCITS ETF GBP Dist	0.63%	0.87%	0.47%	1.07%	1.32%	0.89%	0.62%
ICSU.L iShares S&P 500 Consumer Staples Sector UCITS ETF USD (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ICSU.L and 5ESG.L in my portfolio?

ICSU.L and 5ESG.L have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ICSU.L or 5ESG.L?

On fees, ICSU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ICSU.L or 5ESG.L?

ICSU.L is cheaper with a 0.15% expense ratio, compared with 0.17% for 5ESG.L.

What is the main difference between ICSU.L and 5ESG.L?

ICSU.L is categorized as Consumer Staples Equities, while 5ESG.L is S&P 500. ICSU.L tracks S&P 500 Capped 35/20 Consumer Staples Index, while 5ESG.L tracks S&P 500 ESG Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.15% for ICSU.L and 0.17% for 5ESG.L.