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IGUS.L vs. VUAA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IGUS.L vs. VUAA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares S&P 500 GBP Hedged UCITS ETF (IGUS.L) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L). The values are adjusted to include any dividend payments, if applicable.

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IGUS.L vs. VUAA.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IGUS.L
iShares S&P 500 GBP Hedged UCITS ETF
-4.26%17.39%24.64%24.49%-20.60%28.57%14.63%11.11%
VUAA.L
Vanguard S&P 500 UCITS ETF USD Accumulation
-2.48%9.01%27.46%20.35%-8.96%30.57%14.21%8.78%
Different Trading Currencies

IGUS.L is traded in GBp, while VUAA.L is traded in USD. To make them comparable, the VUAA.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGUS.L achieves a -4.26% return, which is significantly lower than VUAA.L's -2.48% return.


IGUS.L

1D
2.63%
1M
-3.79%
YTD
-4.26%
6M
-1.09%
1Y
17.82%
3Y*
17.86%
5Y*
10.61%
10Y*
12.22%

VUAA.L

1D
2.27%
1M
-2.55%
YTD
-2.48%
6M
0.74%
1Y
15.32%
3Y*
15.84%
5Y*
12.75%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IGUS.L vs. VUAA.L - Expense Ratio Comparison

IGUS.L has a 0.20% expense ratio, which is higher than VUAA.L's 0.07% 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%.


Return for Risk

IGUS.L vs. VUAA.L — Risk / Return Rank

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

IGUS.L
IGUS.L Risk / Return Rank: 6464
Overall Rank
IGUS.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IGUS.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
IGUS.L Omega Ratio Rank: 6060
Omega Ratio Rank
IGUS.L Calmar Ratio Rank: 7171
Calmar Ratio Rank
IGUS.L Martin Ratio Rank: 7474
Martin Ratio Rank

VUAA.L
VUAA.L Risk / Return Rank: 6868
Overall Rank
VUAA.L Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
VUAA.L Sortino Ratio Rank: 6262
Sortino Ratio Rank
VUAA.L Omega Ratio Rank: 6363
Omega Ratio Rank
VUAA.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
VUAA.L Martin Ratio Rank: 7777
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.

IGUS.L vs. VUAA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 GBP Hedged UCITS ETF (IGUS.L) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.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.


IGUS.LVUAA.LDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.96

+0.11

Sortino ratio

Return per unit of downside risk

1.56

1.39

+0.17

Omega ratio

Gain probability vs. loss probability

1.23

1.20

+0.03

Calmar ratio

Return relative to maximum drawdown

1.91

2.14

-0.22

Martin ratio

Return relative to average drawdown

8.34

6.89

+1.44

IGUS.L vs. VUAA.L - Sharpe Ratio Comparison

The current IGUS.L Sharpe Ratio is 1.07, which is comparable to the VUAA.L Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of IGUS.L and VUAA.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IGUS.LVUAA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.96

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.83

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.79

-0.02

Correlation

The correlation between IGUS.L and VUAA.L is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

IGUS.L vs. VUAA.L - Dividend Comparison

Neither IGUS.L nor VUAA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IGUS.L vs. VUAA.L - Drawdown Comparison

The maximum IGUS.L drawdown since its inception was -36.66%, which is greater than VUAA.L's maximum drawdown of -26.15%. Use the drawdown chart below to compare losses from any high point for IGUS.L and VUAA.L.


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Drawdown Indicators


IGUS.LVUAA.LDifference

Max Drawdown

Largest peak-to-trough decline

-36.66%

-34.05%

-2.61%

Max Drawdown (1Y)

Largest decline over 1 year

-12.47%

-11.75%

-0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-24.36%

-1.30%

Max Drawdown (10Y)

Largest decline over 10 years

-36.66%

Current Drawdown

Current decline from peak

-5.55%

-5.41%

-0.14%

Average Drawdown

Average peak-to-trough decline

-4.18%

-5.20%

+1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

2.05%

+0.03%

Volatility

IGUS.L vs. VUAA.L - Volatility Comparison

iShares S&P 500 GBP Hedged UCITS ETF (IGUS.L) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) have volatilities of 5.03% and 4.92%, 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


IGUS.LVUAA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

4.92%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

9.13%

-0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

15.96%

+0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.08%

15.39%

+0.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.54%

17.23%

-0.69%