IITU.L vs. SHLD.L
IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) and SHLD.L (iShares Digital Security UCITS ETF USD (Dist)) are both Technology Equities funds from iShares - IITU.L tracks the S&P 500 Capped 35/20 Information Technology Index while SHLD.L tracks the STOXX Global Digital Security Open Net Index in USD. Both are passively managed. Over the past 5 years, IITU.L returned 21.02%/yr vs 9.59%/yr for SHLD.L. A 0.72 correlation means they provide meaningful diversification when combined. IITU.L charges 0.15%/yr vs 0.40%/yr for SHLD.L.
Performance
IITU.L vs. SHLD.L - Performance Comparison
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Different Trading Currencies
IITU.L is traded in GBp, while SHLD.L is traded in USD. To make them comparable, the SHLD.L 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 14.24% return, which is significantly lower than SHLD.L's 16.73% return.
IITU.L
- 1D
- -1.24%
- 1M
- -4.49%
- 6M
- 14.87%
- YTD
- 14.24%
- 1Y
- 27.07%
- 3Y*
- 27.01%
- 5Y*
- 21.02%
- 10Y*
- 24.81%
SHLD.L
- 1D
- -0.37%
- 1M
- 2.12%
- 6M
- 16.00%
- YTD
- 16.73%
- 1Y
- 21.48%
- 3Y*
- 17.87%
- 5Y*
- 9.59%
- 10Y*
- —
IITU.L vs. SHLD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 14.24% | 14.44% | 40.85% | 50.70% | -20.63% | 35.67% | 38.34% | 44.21% | -8.01% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 16.73% | 3.57% | 18.59% | 27.22% | -20.68% | 17.61% | 23.48% | 23.39% | -2.16% |
Correlation
The correlation between IITU.L and SHLD.L is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2018 | 0.72 |
The correlation between IITU.L and SHLD.L shifts across timeframes, from 0.60 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IITU.L vs. SHLD.L — Risk / Return Rank
IITU.L
SHLD.L
IITU.L vs. SHLD.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 iShares Digital Security UCITS ETF USD (Dist) (SHLD.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.
| IITU.L | SHLD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.69 | -0.08 |
| Martin ratioReturn relative to average drawdown | 3.87 | 3.64 | +0.23 |
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Drawdowns
IITU.L vs. SHLD.L - Drawdown Comparison
The maximum IITU.L drawdown since its inception was -41.09%, which is greater than SHLD.L's maximum drawdown of -27.24%. Use the drawdown chart below to compare losses from any high point for IITU.L and SHLD.L.
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Drawdown Indicators
| IITU.L | SHLD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.09% | -27.24% | -13.85% |
Max Drawdown (1Y)Largest decline over 1 year | -16.76% | -12.66% | -4.10% |
Max Drawdown (3Y)Largest decline over 3 years | -28.03% | -24.26% | -3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.03% | -27.24% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -28.03% | — | — |
Current DrawdownCurrent decline from peak | -9.99% | -5.27% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -7.84% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.99% | 5.90% | +1.09% |
Volatility
IITU.L vs. SHLD.L - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) and iShares Digital Security UCITS ETF USD (Dist) (SHLD.L) have volatilities of 7.21% and 7.09%, 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
| IITU.L | SHLD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 7.09% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 16.49% | 17.91% | -1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 21.43% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.39% | 20.33% | +6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 20.35% | +3.36% |
IITU.L vs. SHLD.L - Expense Ratio Comparison
IITU.L has a 0.15% expense ratio, which is lower than SHLD.L's 0.40% expense ratio.
Dividends
IITU.L vs. SHLD.L - Dividend Comparison
IITU.L has not paid dividends to shareholders, while SHLD.L's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
SHLD.L iShares Digital Security UCITS ETF USD (Dist) | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
Frequently Asked Questions
IITU.L and SHLD.L have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.40% for SHLD.L.
IITU.L tracks S&P 500 Capped 35/20 Information Technology Index, while SHLD.L tracks STOXX Global Digital Security Open Net Index in USD. Their fees differ too: 0.15% for IITU.L and 0.40% for SHLD.L.
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