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IITU.L vs. EQQQ.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IITU.L vs. EQQQ.L

Last updated Jun 9, 2026

IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) and EQQQ.L (Invesco EQQQ NASDAQ-100 UCITS ETF) are both exchange-traded funds - IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while EQQQ.L is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IITU.L returned 26.86%/yr vs 22.24%/yr for EQQQ.L. Their correlation of 0.94 suggests significant overlap in exposure. IITU.L charges 0.15%/yr vs 0.30%/yr for EQQQ.L.

Performance

IITU.L vs. EQQQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IITU.L achieves a 19.90% return, which is significantly higher than EQQQ.L's 17.33% return. Over the past 10 years, IITU.L has outperformed EQQQ.L with an annualized return of 26.86%, while EQQQ.L has yielded a comparatively lower 22.24% annualized return.

IITU.L

1D
0.03%
1M
6.23%
YTD
19.90%
6M
16.95%
1Y
48.26%
3Y*
30.66%
5Y*
24.61%
10Y*
26.86%

EQQQ.L

1D
-0.18%
1M
3.83%
YTD
17.33%
6M
15.28%
1Y
38.00%
3Y*
24.64%
5Y*
18.12%
10Y*
22.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IITU.L vs. EQQQ.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		19.90%14.44%40.85%50.70%-20.63%35.67%38.34%44.21%4.28%25.57%
EQQQ.L
Invesco EQQQ NASDAQ-100 UCITS ETF		17.33%11.54%28.55%47.79%-25.54%29.59%43.32%33.69%4.64%20.12%

Correlation

The correlation between IITU.L and EQQQ.L is 0.93, 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

0.93

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2015

0.94

The correlation between IITU.L and EQQQ.L has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

IITU.L vs. EQQQ.L - Sectors Allocation Comparison

Sectors
IITU.L
EQQQ.L

Technology

99.6%
57.9%

Energy

0.1%
0.5%

Industrials

0.0%
2.8%

Basic Materials

-

1.0%

Communication Services

-

14.5%

Consumer Cyclical

-

11.6%

Consumer Defensive

-

6.6%

Financial Services

-

0.2%

Healthcare

-

3.7%

Real Estate

-

0.0%

Utilities

-

1.2%

Technology

IITU.L
99.6%
EQQQ.L
57.9%

Energy

IITU.L
0.1%
EQQQ.L
0.5%

Industrials

IITU.L
0.0%
EQQQ.L
2.8%

Basic Materials

IITU.L

-

EQQQ.L
1.0%

Communication Services

IITU.L

-

EQQQ.L
14.5%

Consumer Cyclical

IITU.L

-

EQQQ.L
11.6%

Consumer Defensive

IITU.L

-

EQQQ.L
6.6%

Financial Services

IITU.L

-

EQQQ.L
0.2%

Healthcare

IITU.L

-

EQQQ.L
3.7%

Real Estate

IITU.L

-

EQQQ.L
0.0%

Utilities

IITU.L

-

EQQQ.L
1.2%

Compare stocks, funds, or ETFs

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iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)

Invesco EQQQ NASDAQ-100 UCITS ETF

Often compared with IITU.L:
IITU.L vs. VGTIITU.L vs. CNX1.LIITU.L vs. VUAG.LIITU.L vs. XLKIITU.L vs. SMGB.LIITU.L vs. XLKQ.LIITU.L vs. QQQ
Often compared with EQQQ.L:
EQQQ.L vs. QQQEQQQ.L vs. QQQMEQQQ.L vs. EQGB.LEQQQ.L vs. CNX1.LEQQQ.L vs. EQQU.LEQQQ.L vs. CSPX.LEQQQ.L vs. XNAQ.L

Return for Risk

IITU.L vs. EQQQ.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IITU.L
IITU.L Risk / Return Rank: 7070
Overall Rank
IITU.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
IITU.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
IITU.L Omega Ratio Rank: 7575
Omega Ratio Rank
IITU.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
IITU.L Martin Ratio Rank: 4848
Martin Ratio Rank
EQQQ.L
EQQQ.L Risk / Return Rank: 7878
Overall Rank
EQQQ.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
EQQQ.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
EQQQ.L Omega Ratio Rank: 8383
Omega Ratio Rank
EQQQ.L Calmar Ratio Rank: 7575
Calmar Ratio Rank
EQQQ.L Martin Ratio Rank: 6262
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.

IITU.L vs. EQQQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) and Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.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.

IITU.LEQQQ.LDifference
Sharpe ratioReturn per unit of total volatility
2.42
2.55

-0.12

Sortino ratioReturn per unit of downside risk
3.13
3.38

-0.24

Omega ratioGain probability vs. loss probability

1.40

1.45

-0.05

Calmar ratioReturn relative to maximum drawdown

2.87

3.45

-0.58

Martin ratioReturn relative to average drawdown

7.37

10.14

-2.78

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IITU.L vs. EQQQ.L - Sharpe Ratio Comparison

The current IITU.L Sharpe Ratio is 2.42, which is comparable to the EQQQ.L Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of IITU.L and EQQQ.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.

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Sharpe Ratios by Period

IITU.LEQQQ.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.42

2.55

-0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

0.95

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

1.15

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.11

+0.72

Drawdowns

IITU.L vs. EQQQ.L - Drawdown Comparison

The maximum IITU.L drawdown since its inception was -41.09%, smaller than the maximum EQQQ.L drawdown of -65.36%. Use the drawdown chart below to compare losses from any high point for IITU.L and EQQQ.L.

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Drawdown Indicators

IITU.LEQQQ.LDifference

Max Drawdown

Largest peak-to-trough decline

-41.09%

-65.36%

+24.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-10.97%

-5.79%

Max Drawdown (3Y)

Largest decline over 3 years

-28.03%

-24.09%

-3.94%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

-27.76%

-0.27%

Max Drawdown (10Y)

Largest decline over 10 years

-28.03%

-27.76%

-0.27%

Current Drawdown

Current decline from peak

-5.54%

-2.72%

-2.82%

Average Drawdown

Average peak-to-trough decline

-8.11%

-12.51%

+4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.53%

3.74%

+2.79%

Volatility

IITU.L vs. EQQQ.L - Volatility Comparison

iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a higher volatility of 7.54% compared to Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) at 4.63%. This indicates that IITU.L's price experiences larger fluctuations and is considered to be riskier than EQQQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IITU.LEQQQ.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.54%

4.63%

+2.91%

Volatility (6M)

Calculated over the trailing 6-month period

14.68%

10.51%

+4.17%

Volatility (1Y)

Calculated over the trailing 1-year period

19.85%

14.87%

+4.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.13%

19.16%

+6.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.64%

19.36%

+4.28%

IITU.L vs. EQQQ.L - Expense Ratio Comparison

IITU.L has a 0.15% expense ratio, which is lower than EQQQ.L's 0.30% expense ratio.

Dividends

IITU.L vs. EQQQ.L - Dividend Comparison

IITU.L has not paid dividends to shareholders, while EQQQ.L's dividend yield for the trailing twelve months is around 0.23%.

PositionTTM20252024202320222021202020192018201720162015
EQQQ.L
Invesco EQQQ NASDAQ-100 UCITS ETF		0.23%0.29%0.38%0.39%0.56%0.25%0.41%0.56%0.63%0.67%0.77%0.72%
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.93, IITU.L and EQQQ.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, IITU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IITU.L is cheaper with a 0.15% expense ratio, compared with 0.30% for EQQQ.L.

IITU.L is categorized as Technology Equities, while EQQQ.L is Nasdaq-100. IITU.L tracks S&P 500 Capped 35/20 Information Technology Index, while EQQQ.L tracks NASDAQ-100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.15% for IITU.L and 0.30% for EQQQ.L.

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