IMSU.L vs. 500D.L
Compare and contrast key facts about iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L) and Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L).
IMSU.L and 500D.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMSU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Materials NR USD. It was launched on Mar 20, 2017. 500D.L is a passively managed fund by Amundi that tracks the performance of the S&P 500 Index. It was launched on Nov 4, 2021. Both IMSU.L and 500D.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IMSU.L vs. 500D.L - Performance Comparison
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IMSU.L vs. 500D.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IMSU.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 12.13% | 3.37% | 0.69% | 6.26% | -1.35% | 0.65% |
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | -2.48% | 9.01% | 27.55% | 20.50% | -8.85% | -0.32% |
Different Trading Currencies
IMSU.L is traded in GBp, while 500D.L is traded in USD. To make them comparable, the 500D.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IMSU.L achieves a 12.13% return, which is significantly higher than 500D.L's -2.48% return.
IMSU.L
- 1D
- 0.62%
- 1M
- -1.37%
- YTD
- 12.13%
- 6M
- 14.32%
- 1Y
- 15.85%
- 3Y*
- 7.01%
- 5Y*
- 7.69%
- 10Y*
- —
500D.L
- 1D
- 0.46%
- 1M
- -1.84%
- YTD
- -2.48%
- 6M
- 0.20%
- 1Y
- 15.53%
- 3Y*
- 15.95%
- 5Y*
- —
- 10Y*
- —
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IMSU.L vs. 500D.L - Expense Ratio Comparison
Both IMSU.L and 500D.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
IMSU.L vs. 500D.L — Risk / Return Rank
IMSU.L
500D.L
IMSU.L vs. 500D.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L) and Amundi S&P 500 Swap UCITS ETF USD Dist (500D.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.
| IMSU.L | 500D.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.97 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.41 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.94 | -1.00 |
Martin ratioReturn relative to average drawdown | 7.51 | 9.89 | -2.38 |
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
| IMSU.L | 500D.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.97 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.60 | -0.13 |
Correlation
The correlation between IMSU.L and 500D.L is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IMSU.L vs. 500D.L - Dividend Comparison
IMSU.L has not paid dividends to shareholders, while 500D.L's dividend yield for the trailing twelve months is around 0.94%.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IMSU.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 0.94% | 0.90% | 1.17% | 0.93% | 1.44% |
Drawdowns
IMSU.L vs. 500D.L - Drawdown Comparison
The maximum IMSU.L drawdown since its inception was -28.25%, which is greater than 500D.L's maximum drawdown of -21.07%. Use the drawdown chart below to compare losses from any high point for IMSU.L and 500D.L.
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Drawdown Indicators
| IMSU.L | 500D.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.25% | -24.21% | -4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -8.85% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | — | — |
Current DrawdownCurrent decline from peak | -3.80% | -5.63% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -6.29% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.89% | +0.88% |
Volatility
IMSU.L vs. 500D.L - Volatility Comparison
iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L) has a higher volatility of 6.93% compared to Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) at 4.46%. This indicates that IMSU.L's price experiences larger fluctuations and is considered to be riskier than 500D.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMSU.L | 500D.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 4.46% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 9.03% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 15.94% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 15.91% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 15.91% | +2.61% |