PortfoliosLab logoPortfoliosLab logo

Documentation

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

IITU.L vs. USSC.L

Last updated Jun 14, 2026

IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) and USSC.L (SPDR MSCI USA Small Cap Value Weighted 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 USSC.L is a Small Cap Value Equities fund tracking the MSCI USA Small Cap Value Weighted Index. Both are passively managed. Over the past 10 years, IITU.L returned 26.66%/yr vs 13.16%/yr for USSC.L. At a 0.48 correlation, their price movements are largely independent. IITU.L charges 0.15%/yr vs 0.30%/yr for USSC.L.

Performance

IITU.L vs. USSC.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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

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

Returns By Period

The year-to-date returns for both stocks are quite close, with IITU.L having a 17.69% return and USSC.L slightly lower at 17.30%. Over the past 10 years, IITU.L has outperformed USSC.L with an annualized return of 26.66%, while USSC.L has yielded a comparatively lower 13.16% annualized return.

IITU.L

1D
2.47%
1M
-0.54%
YTD
17.69%
6M
18.41%
1Y
45.48%
3Y*
28.72%
5Y*
23.93%
10Y*
26.66%

USSC.L

1D
2.44%
1M
6.03%
YTD
17.30%
6M
14.40%
1Y
39.92%
3Y*
16.35%
5Y*
11.21%
10Y*
13.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IITU.L vs. USSC.L - 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%
USSC.L
SPDR MSCI USA Small Cap Value Weighted UCITS ETF		17.30%6.55%10.22%17.02%0.54%36.50%5.57%18.48%-10.28%0.31%

Correlation

The correlation between IITU.L and USSC.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.30

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

0.33

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

0.44

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

0.47

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

0.48

The correlation between IITU.L and USSC.L shifts across timeframes, from 0.30 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.

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

Sectors
IITU.L
USSC.L

Technology

99.5%
9.4%

Energy

0.1%
11.2%

Industrials

0.0%
14.7%

Basic Materials

-

6.1%

Communication Services

-

2.7%

Consumer Cyclical

-

14.0%

Consumer Defensive

-

6.0%

Financial Services

-

19.8%

Healthcare

-

7.5%

Real Estate

-

6.2%

Utilities

-

2.5%

Technology

IITU.L
99.5%
USSC.L
9.4%

Energy

IITU.L
0.1%
USSC.L
11.2%

Industrials

IITU.L
0.0%
USSC.L
14.7%

Basic Materials

IITU.L

-

USSC.L
6.1%

Communication Services

IITU.L

-

USSC.L
2.7%

Consumer Cyclical

IITU.L

-

USSC.L
14.0%

Consumer Defensive

IITU.L

-

USSC.L
6.0%

Financial Services

IITU.L

-

USSC.L
19.8%

Healthcare

IITU.L

-

USSC.L
7.5%

Real Estate

IITU.L

-

USSC.L
6.2%

Utilities

IITU.L

-

USSC.L
2.5%

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)

SPDR MSCI USA Small Cap Value Weighted 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 USSC.L:
USSC.L vs. R2SC.LUSSC.L vs. SPYUSSC.L vs. SLYVUSSC.L vs. IEUSUSSC.L vs. IMID.LUSSC.L vs. VBRUSSC.L vs. MOGB.L

Return for Risk

IITU.L vs. USSC.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: 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
USSC.L
USSC.L Risk / Return Rank: 8484
Overall Rank
USSC.L Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
USSC.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
USSC.L Omega Ratio Rank: 7979
Omega Ratio Rank
USSC.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
USSC.L Martin Ratio Rank: 8484
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. USSC.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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.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.LUSSC.LDifference
Sharpe ratioReturn per unit of total volatility
2.17
2.54

-0.38

Sortino ratioReturn per unit of downside risk
2.81
3.43

-0.62

Omega ratioGain probability vs. loss probability

1.36

1.45

-0.09

Calmar ratioReturn relative to maximum drawdown

2.63

5.58

-2.95

Martin ratioReturn relative to average drawdown

6.67

18.84

-12.17

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

The current IITU.L Sharpe Ratio is 2.17, which is comparable to the USSC.L Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of IITU.L and USSC.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.

Loading charts...

Drawdowns

IITU.L vs. USSC.L - Drawdown Comparison

The maximum IITU.L drawdown since its inception was -41.09%, smaller than the maximum USSC.L drawdown of -43.40%. Use the drawdown chart below to compare losses from any high point for IITU.L and USSC.L.

Loading charts...

Drawdown Indicators

IITU.LUSSC.LDifference

Max Drawdown

Largest peak-to-trough decline

-41.09%

-43.40%

+2.31%

Max Drawdown (1Y)

Largest decline over 1 year

-16.76%

-7.13%

-9.63%

Max Drawdown (3Y)

Largest decline over 3 years

-28.03%

-28.91%

+0.88%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

-28.91%

+0.88%

Max Drawdown (10Y)

Largest decline over 10 years

-28.03%

-43.40%

+15.37%

Current Drawdown

Current decline from peak

-7.27%

0.00%

-7.27%

Average Drawdown

Average peak-to-trough decline

-8.11%

-7.93%

-0.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.63%

2.12%

+4.51%

Volatility

IITU.L vs. USSC.L - Volatility Comparison

iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a higher volatility of 8.62% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) at 4.07%. This indicates that IITU.L's price experiences larger fluctuations and is considered to be riskier than USSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

IITU.LUSSC.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.62%

4.07%

+4.55%

Volatility (6M)

Calculated over the trailing 6-month period

15.42%

10.54%

+4.88%

Volatility (1Y)

Calculated over the trailing 1-year period

20.37%

15.77%

+4.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.20%

20.60%

+5.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.68%

22.15%

+1.53%

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

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

Dividends

IITU.L vs. USSC.L - Dividend Comparison

Neither IITU.L nor USSC.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

IITU.L and USSC.L have a correlation of 0.30, 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 0.30% for USSC.L.

IITU.L is categorized as Technology Equities, while USSC.L is Small Cap Value Equities. IITU.L tracks S&P 500 Capped 35/20 Information Technology Index, while USSC.L tracks MSCI USA Small Cap Value Weighted Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for IITU.L and 0.30% for USSC.L.

Portfolio Optimizer

Find the right allocation for IITU.L and USSC.L

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