PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IITU.L vs. ORCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IITU.L vs. ORCL

Last updated Jun 14, 2026

IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) is Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while ORCL (Oracle Corporation) is a stock. Over the past 10 years, IITU.L returned 26.66%/yr vs 19.21%/yr for ORCL. At a 0.40 correlation, their price movements are largely independent.

Performance

IITU.L vs. ORCL - 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 Oracle Corporation (ORCL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

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

Returns By Period

In the year-to-date period, IITU.L achieves a 17.69% return, which is significantly higher than ORCL's -4.46% return. Over the past 10 years, IITU.L has outperformed ORCL with an annualized return of 26.66%, while ORCL has yielded a comparatively lower 19.21% annualized return.

IITU.L

1D
2.47%
1M
-0.51%
YTD
17.69%
6M
18.41%
1Y
45.48%
3Y*
28.72%
5Y*
23.93%
10Y*
26.66%

ORCL

1D
0.10%
1M
-5.89%
YTD
-4.46%
6M
-2.72%
1Y
-12.51%
3Y*
15.43%
5Y*
20.13%
10Y*
19.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IITU.L vs. ORCL - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)		17.69%14.44%40.85%50.70%-20.63%35.67%38.34%44.21%4.28%25.57%
ORCL
Oracle Corporation		-4.46%9.71%62.79%24.40%6.69%38.19%20.60%14.80%2.78%14.13%

Correlation

The correlation between IITU.L and ORCL is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

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

0.43

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

0.39

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

0.39

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2015

0.40

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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

Oracle Corporation

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 ORCL:
ORCL vs. NVDAORCL vs. QQQORCL vs. VOOORCL vs. ORCXORCL vs. ORC.DEORCL vs. HPEORCL vs. META.TO

Return for Risk

IITU.L vs. ORCL — 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: 6666
Overall Rank
IITU.L Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IITU.L Sortino Ratio Rank: 7373
Sortino Ratio Rank
IITU.L Omega Ratio Rank: 7171
Omega Ratio Rank
IITU.L Calmar Ratio Rank: 6060
Calmar Ratio Rank
IITU.L Martin Ratio Rank: 4747
Martin Ratio Rank
ORCL
ORCL Risk / Return Rank: 3939
Overall Rank
ORCL Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ORCL Sortino Ratio Rank: 4040
Sortino Ratio Rank
ORCL Omega Ratio Rank: 3939
Omega Ratio Rank
ORCL Calmar Ratio Rank: 3939
Calmar Ratio Rank
ORCL Martin Ratio Rank: 4040
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. ORCL - 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 Oracle Corporation (ORCL). 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.

IITU.LORCLDifference
Sharpe ratioReturn per unit of total volatility
2.17
-0.09

+2.25

Sortino ratioReturn per unit of downside risk
2.81
0.37

+2.44

Omega ratioGain probability vs. loss probability

1.36

1.04

+0.32

Calmar ratioReturn relative to maximum drawdown

2.63

-0.09

+2.73

Martin ratioReturn relative to average drawdown

6.67

-0.16

+6.83

IITU.L vs. ORCL - Sharpe Ratio Comparison

The current IITU.L Sharpe Ratio is 2.17, which is higher than the ORCL Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of IITU.L and ORCL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

IITU.L vs. ORCL - Drawdown Comparison

The maximum IITU.L drawdown since its inception was -41.09%, smaller than the maximum ORCL drawdown of -58.29%. Use the drawdown chart below to compare losses from any high point for IITU.L and ORCL.

Loading charts...

Drawdown Indicators

IITU.LORCLDifference

Max Drawdown

Largest peak-to-trough decline

-41.09%

-58.29%

+17.20%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-58.29%

+41.53%

Max Drawdown (3Y)

Largest decline over 3 years

-28.03%

-58.29%

+30.26%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

-58.29%

+30.26%

Max Drawdown (10Y)

Largest decline over 10 years

-28.03%

-58.29%

+30.26%

Current Drawdown

Current decline from peak

-7.27%

-43.00%

+35.73%

Average Drawdown

Average peak-to-trough decline

-8.11%

-9.38%

+1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.63%

35.10%

-28.47%

Volatility

IITU.L vs. ORCL - Volatility Comparison

The current volatility for iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) is 8.62%, while Oracle Corporation (ORCL) has a volatility of 23.33%. This indicates that IITU.L experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

IITU.LORCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.62%

23.33%

-14.71%

Volatility (6M)

Calculated over the trailing 6-month period

15.42%

42.83%

-27.41%

Volatility (1Y)

Calculated over the trailing 1-year period

20.37%

65.43%

-45.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.20%

41.64%

-15.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.68%

35.31%

-11.63%

Dividends

IITU.L vs. ORCL - Dividend Comparison

IITU.L has not paid dividends to shareholders, while ORCL's dividend yield for the trailing twelve months is around 1.09%.

PositionTTM20252024202320222021202020192018201720162015
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%
ORCL
Oracle Corporation		1.09%0.97%0.96%1.44%1.57%1.38%1.48%1.72%1.68%1.52%1.56%1.56%

Frequently Asked Questions

IITU.L and ORCL have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for IITU.L and ORCL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer