IISU.L vs. XWIS.L
IISU.L (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) and XWIS.L (Xtrackers MSCI World Industrials UCITS ETF 1C GBP) are both Industrials Equities funds - IISU.L tracks the S&P 500 Capped 35/20 Industrials Index while XWIS.L tracks the MSCI World Index. Both are passively managed. Over the past year, IISU.L returned 24.29% vs 23.01% for XWIS.L. Their correlation of 0.91 suggests significant overlap in exposure. IISU.L charges 0.15%/yr vs 0.25%/yr for XWIS.L.
Performance
IISU.L vs. XWIS.L - Performance Comparison
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Different Trading Currencies
IISU.L is traded in GBp, while XWIS.L is traded in GBP. To make them comparable, the XWIS.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IISU.L achieves a 12.64% return, which is significantly higher than XWIS.L's 11.39% return.
IISU.L
- 1D
- -0.05%
- 1M
- 2.79%
- YTD
- 12.64%
- 6M
- 13.01%
- 1Y
- 24.29%
- 3Y*
- 18.78%
- 5Y*
- 13.38%
- 10Y*
- —
XWIS.L
- 1D
- 0.07%
- 1M
- 1.32%
- YTD
- 11.39%
- 6M
- 12.24%
- 1Y
- 23.01%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IISU.L vs. XWIS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IISU.L iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) | 12.64% | 11.24% | 19.29% | 5.27% |
XWIS.L Xtrackers MSCI World Industrials UCITS ETF 1C GBP | 11.39% | 16.99% | 14.88% | 7.34% |
Correlation
The correlation between IISU.L and XWIS.L is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2023 | 0.91 |
The correlation between IISU.L and XWIS.L has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
IISU.L vs. XWIS.L — Risk / Return Rank
IISU.L
XWIS.L
IISU.L vs. XWIS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IISU.L) and Xtrackers MSCI World Industrials UCITS ETF 1C GBP (XWIS.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.
| IISU.L | XWIS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 2.33 | +0.25 |
| Martin ratioReturn relative to average drawdown | 8.22 | 8.25 | -0.03 |
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
| IISU.L | XWIS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.69 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.33 | -0.69 |
Drawdowns
IISU.L vs. XWIS.L - Drawdown Comparison
The maximum IISU.L drawdown since its inception was -34.66%, which is greater than XWIS.L's maximum drawdown of -17.37%. Use the drawdown chart below to compare losses from any high point for IISU.L and XWIS.L.
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Drawdown Indicators
| IISU.L | XWIS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.66% | -17.37% | -17.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -9.84% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -21.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | — | — |
Current DrawdownCurrent decline from peak | -1.34% | -1.79% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -2.38% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.78% | +0.17% |
Volatility
IISU.L vs. XWIS.L - Volatility Comparison
iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IISU.L) and Xtrackers MSCI World Industrials UCITS ETF 1C GBP (XWIS.L) have volatilities of 4.54% and 4.53%, 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
| IISU.L | XWIS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.53% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 11.10% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 13.56% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 13.84% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 13.84% | +4.81% |
IISU.L vs. XWIS.L - Expense Ratio Comparison
IISU.L has a 0.15% expense ratio, which is lower than XWIS.L's 0.25% 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
IISU.L vs. XWIS.L - Dividend Comparison
Neither IISU.L nor XWIS.L has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.92, IISU.L and XWIS.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IISU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IISU.L is cheaper with a 0.15% expense ratio, compared with 0.25% for XWIS.L.
IISU.L tracks S&P 500 Capped 35/20 Industrials Index, while XWIS.L tracks MSCI World Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for IISU.L and 0.25% for XWIS.L.
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