IESU.L vs. IUIT.L
IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - IESU.L is a Global Equities fund tracking the iShares S&P 500 Energy Sector UCITS ETF USD (Acc), 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, IESU.L returned 8.35%/yr vs 25.18%/yr for IUIT.L. At a 0.24 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.
Performance
IESU.L vs. IUIT.L - Performance Comparison
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Different Trading Currencies
IESU.L is traded in GBp, while IUIT.L is traded in USD. To make them comparable, the IUIT.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IESU.L achieves a 25.22% return, which is significantly higher than IUIT.L's 16.58% return. Over the past 10 years, IESU.L has underperformed IUIT.L with an annualized return of 8.35%, while IUIT.L has yielded a comparatively higher 25.18% annualized return.
IESU.L
- 1D
- 0.70%
- 1M
- 1.19%
- 6M
- 16.95%
- YTD
- 25.22%
- 1Y
- 30.64%
- 3Y*
- 13.17%
- 5Y*
- 22.17%
- 10Y*
- 8.35%
IUIT.L
- 1D
- -1.81%
- 1M
- -3.80%
- 6M
- 18.89%
- YTD
- 16.58%
- 1Y
- 30.26%
- 3Y*
- 27.83%
- 5Y*
- 21.45%
- 10Y*
- 25.18%
IESU.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 25.22% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | 5.37% | -13.39% | -10.01% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 16.58% | 14.17% | 40.92% | 51.48% | -20.73% | 35.36% | 38.94% | 43.17% | 4.43% | 26.01% |
Correlation
The correlation between IESU.L and IUIT.L is -0.20, 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 | -0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.24 |
The correlation between IESU.L and IUIT.L shifts across timeframes, from -0.20 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IESU.L vs. IUIT.L — Risk / Return Rank
IESU.L
IUIT.L
IESU.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
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.
| IESU.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.78 | +0.14 |
| Martin ratioReturn relative to average drawdown | 4.65 | 4.24 | +0.41 |
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Drawdowns
IESU.L vs. IUIT.L - Drawdown Comparison
The maximum IESU.L drawdown since its inception was -63.88%, which is greater than IUIT.L's maximum drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for IESU.L and IUIT.L.
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Drawdown Indicators
| IESU.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.88% | -28.01% | -35.87% |
Max Drawdown (1Y)Largest decline over 1 year | -17.34% | -16.96% | -0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -26.36% | -28.01% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.36% | -28.01% | +1.65% |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | -28.01% | -34.15% |
Current DrawdownCurrent decline from peak | -13.00% | -8.27% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -20.51% | -5.18% | -15.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.14% | 7.11% | +0.03% |
Volatility
IESU.L vs. IUIT.L - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) have volatilities of 7.43% and 7.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IESU.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 7.26% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 21.63% | 17.36% | +4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 22.17% | +2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.07% | 23.19% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 22.24% | +6.91% |
IESU.L vs. IUIT.L - Expense Ratio Comparison
Both IESU.L and IUIT.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IESU.L vs. IUIT.L - Dividend Comparison
Neither IESU.L nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
IESU.L and IUIT.L have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IESU.L and IUIT.L have the same expense ratio: 0.15% per year.
IESU.L is categorized as Global Equities, while IUIT.L is Technology Equities. IESU.L tracks iShares S&P 500 Energy Sector UCITS ETF USD (Acc), while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index.
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