IITU.L vs. SXRV.DE
IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IITU.L returned 27.26%/yr vs 22.42%/yr for SXRV.DE. Their correlation of 0.91 suggests significant overlap in exposure. IITU.L charges 0.15%/yr vs 0.36%/yr for SXRV.DE.
Performance
IITU.L vs. SXRV.DE - Performance Comparison
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Different Trading Currencies
IITU.L is traded in GBp, while SXRV.DE is traded in EUR. To make them comparable, the SXRV.DE 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 23.25% return, which is significantly higher than SXRV.DE's 19.56% return. Over the past 10 years, IITU.L has outperformed SXRV.DE with an annualized return of 27.26%, while SXRV.DE has yielded a comparatively lower 22.42% annualized return.
IITU.L
- 1D
- -2.08%
- 1M
- 14.24%
- YTD
- 23.25%
- 6M
- 22.00%
- 1Y
- 53.38%
- 3Y*
- 30.94%
- 5Y*
- 25.50%
- 10Y*
- 27.26%
SXRV.DE
- 1D
- -0.76%
- 1M
- 8.07%
- YTD
- 19.56%
- 6M
- 17.58%
- 1Y
- 40.60%
- 3Y*
- 24.69%
- 5Y*
- 18.83%
- 10Y*
- 22.42%
IITU.L vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 23.25% | 14.44% | 40.85% | 50.70% | -20.63% | 35.67% | 38.34% | 44.21% | 4.28% | 25.57% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.56% | 12.54% | 27.73% | 48.17% | -26.22% | 29.51% | 42.07% | 35.47% | 4.48% | 20.75% |
Correlation
The correlation between IITU.L and SXRV.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2015 | 0.91 |
The correlation between IITU.L and SXRV.DE has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
IITU.L vs. SXRV.DE — Risk / Return Rank
IITU.L
SXRV.DE
IITU.L vs. SXRV.DE - 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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE). 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.L | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.47 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 3.73 | -0.56 |
| Martin ratioReturn relative to average drawdown | 8.17 | 10.86 | -2.68 |
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
| IITU.L | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.71 | 2.72 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.16 | 0.96 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 1.14 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.23 | 0.91 | +0.31 |
Drawdowns
IITU.L vs. SXRV.DE - Drawdown Comparison
The maximum IITU.L drawdown since its inception was -28.03%, smaller than the maximum SXRV.DE drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for IITU.L and SXRV.DE.
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Drawdown Indicators
| IITU.L | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.03% | -33.79% | +5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.76% | -11.06% | -5.70% |
Max Drawdown (3Y)Largest decline over 3 years | -28.03% | -25.09% | -2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.03% | -27.70% | -0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -28.03% | -27.70% | -0.33% |
Current DrawdownCurrent decline from peak | -2.89% | -0.76% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -6.45% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.51% | 3.81% | +2.70% |
Volatility
IITU.L vs. SXRV.DE - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a higher volatility of 7.01% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 4.53%. This indicates that IITU.L's price experiences larger fluctuations and is considered to be riskier than SXRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IITU.L | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.53% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.45% | 10.70% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.60% | 15.17% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 19.41% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.31% | 19.59% | +1.72% |
IITU.L vs. SXRV.DE - Expense Ratio Comparison
IITU.L has a 0.15% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
IITU.L vs. SXRV.DE - Dividend Comparison
Neither IITU.L nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.91, IITU.L and SXRV.DE 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 0.36% for SXRV.DE.
IITU.L is categorized as Technology Equities, while SXRV.DE is Nasdaq-100. IITU.L tracks S&P 500 Capped 35/20 Information Technology Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.15% for IITU.L and 0.36% for SXRV.DE.
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