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INAA.L vs. ISDU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

INAA.L vs. ISDU.L

Last updated Jun 5, 2026

INAA.L (iShares MSCI North America UCITS) and ISDU.L (iShares MSCI USA Islamic UCITS ETF) are both Large Cap Blend Equities funds from iShares - INAA.L tracks the Russell 1000 TR USD while ISDU.L tracks the MSCI USA Islamic Index. Both are passively managed. Over the past 10 years, INAA.L returned 15.50%/yr vs 13.26%/yr for ISDU.L. A 0.69 correlation means they provide meaningful diversification when combined. INAA.L charges 0.40%/yr vs 0.30%/yr for ISDU.L.

Performance

INAA.L vs. ISDU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI North America UCITS (INAA.L) and iShares MSCI USA Islamic UCITS ETF (ISDU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, INAA.L achieves a 10.28% return, which is significantly lower than ISDU.L's 23.26% return. Over the past 10 years, INAA.L has outperformed ISDU.L with an annualized return of 15.50%, while ISDU.L has yielded a comparatively lower 13.26% annualized return.

INAA.L

1D
0.05%
1M
5.57%
YTD
10.28%
6M
10.24%
1Y
28.60%
3Y*
18.80%
5Y*
14.13%
10Y*
15.50%

ISDU.L

1D
-0.70%
1M
11.89%
YTD
23.26%
6M
22.97%
1Y
42.68%
3Y*
17.07%
5Y*
15.57%
10Y*
13.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INAA.L vs. ISDU.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
INAA.L
iShares MSCI North America UCITS		10.28%9.48%26.59%19.48%-10.23%28.62%15.54%25.93%-1.17%10.17%
ISDU.L
iShares MSCI USA Islamic UCITS ETF		23.26%8.03%11.27%19.55%-1.43%30.82%3.71%16.03%-0.47%4.17%

Correlation

The correlation between INAA.L and ISDU.L is 0.78, 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

0.78

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

0.85

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

0.84

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

0.85

Correlation (All Time)
Calculated using the full available price history since Feb 12, 2008

0.69

The correlation between INAA.L and ISDU.L shifts across timeframes, from 0.69 (all time) to 0.85 (10 years), reflecting how their relationship changes across market environments.

INAA.L vs. ISDU.L - Sectors Allocation Comparison

Sectors
INAA.L
ISDU.L

Technology

36.4%
49.7%

Financial Services

12.4%

-

Communication Services

10.4%
0.4%

Consumer Cyclical

9.6%
8.8%

Industrials

8.2%
7.7%

Healthcare

8.1%
10.8%

Consumer Defensive

4.6%
4.2%

Energy

4.1%
12.3%

Basic Materials

2.3%
5.5%

Utilities

2.1%
0.7%

Real Estate

1.8%
0.1%

Technology

INAA.L
36.4%
ISDU.L
49.7%

Financial Services

INAA.L
12.4%
ISDU.L

-

Communication Services

INAA.L
10.4%
ISDU.L
0.4%

Consumer Cyclical

INAA.L
9.6%
ISDU.L
8.8%

Industrials

INAA.L
8.2%
ISDU.L
7.7%

Healthcare

INAA.L
8.1%
ISDU.L
10.8%

Consumer Defensive

INAA.L
4.6%
ISDU.L
4.2%

Energy

INAA.L
4.1%
ISDU.L
12.3%

Basic Materials

INAA.L
2.3%
ISDU.L
5.5%

Utilities

INAA.L
2.1%
ISDU.L
0.7%

Real Estate

INAA.L
1.8%
ISDU.L
0.1%

Compare stocks, funds, or ETFs

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iShares MSCI North America UCITS

iShares MSCI USA Islamic UCITS ETF

Often compared with INAA.L:
INAA.L vs. VNRT.ASINAA.L vs. EUE.LINAA.L vs. BIBDXINAA.L vs. MXUS.LINAA.L vs. VAPX.LINAA.L vs. VTIINAA.L vs. EFA
Often compared with ISDU.L:
ISDU.L vs. ISDW.LISDU.L vs. SPUSISDU.L vs. IGDA.LISDU.L vs. SPWOISDU.L vs. BBUS.LISDU.L vs. BBSU.LISDU.L vs. FLXU.L

Return for Risk

INAA.L vs. ISDU.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
INAA.L
INAA.L Risk / Return Rank: 8080
Overall Rank
INAA.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
INAA.L Sortino Ratio Rank: 8282
Sortino Ratio Rank
INAA.L Omega Ratio Rank: 8484
Omega Ratio Rank
INAA.L Calmar Ratio Rank: 7878
Calmar Ratio Rank
INAA.L Martin Ratio Rank: 7575
Martin Ratio Rank
ISDU.L
ISDU.L Risk / Return Rank: 9090
Overall Rank
ISDU.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ISDU.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
ISDU.L Omega Ratio Rank: 8888
Omega Ratio Rank
ISDU.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
ISDU.L Martin Ratio Rank: 8989
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.

INAA.L vs. ISDU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS (INAA.L) and iShares MSCI USA Islamic UCITS ETF (ISDU.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.

INAA.LISDU.LDifference
Sharpe ratioReturn per unit of total volatility
2.69
3.26

-0.57

Sortino ratioReturn per unit of downside risk
3.59
4.29

-0.70

Omega ratioGain probability vs. loss probability

1.50

1.58

-0.08

Calmar ratioReturn relative to maximum drawdown

3.93

7.26

-3.33

Martin ratioReturn relative to average drawdown

14.18

22.62

-8.44

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

INAA.L vs. ISDU.L - Sharpe Ratio Comparison

The current INAA.L Sharpe Ratio is 2.69, which is comparable to the ISDU.L Sharpe Ratio of 3.26. The chart below compares the historical Sharpe Ratios of INAA.L and ISDU.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.

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Sharpe Ratios by Period

INAA.LISDU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.69

3.26

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

1.00

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.00

0.81

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.80

-0.07

Drawdowns

INAA.L vs. ISDU.L - Drawdown Comparison

The maximum INAA.L drawdown since its inception was -35.35%, which is greater than ISDU.L's maximum drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for INAA.L and ISDU.L.

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Drawdown Indicators

INAA.LISDU.LDifference

Max Drawdown

Largest peak-to-trough decline

-35.35%

-24.76%

-10.59%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

-5.85%

-1.39%

Max Drawdown (3Y)

Largest decline over 3 years

-21.20%

-24.06%

+2.86%

Max Drawdown (5Y)

Largest decline over 5 years

-21.20%

-24.06%

+2.86%

Max Drawdown (10Y)

Largest decline over 10 years

-26.15%

-24.76%

-1.39%

Current Drawdown

Current decline from peak

-0.17%

-0.70%

+0.53%

Average Drawdown

Average peak-to-trough decline

-4.71%

-3.88%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

1.88%

+0.13%

Volatility

INAA.L vs. ISDU.L - Volatility Comparison

The current volatility for iShares MSCI North America UCITS (INAA.L) is 2.63%, while iShares MSCI USA Islamic UCITS ETF (ISDU.L) has a volatility of 5.05%. This indicates that INAA.L experiences smaller price fluctuations and is considered to be less risky than ISDU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

INAA.LISDU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.63%

5.05%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

7.13%

9.91%

-2.78%

Volatility (1Y)

Calculated over the trailing 1-year period

10.60%

13.03%

-2.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.42%

15.64%

-1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.63%

16.42%

-0.79%

INAA.L vs. ISDU.L - Expense Ratio Comparison

INAA.L has a 0.40% expense ratio, which is higher than ISDU.L's 0.30% expense ratio.

Dividends

INAA.L vs. ISDU.L - Dividend Comparison

INAA.L's dividend yield for the trailing twelve months is around 0.61%, less than ISDU.L's 0.62% yield.

PositionTTM20252024202320222021202020192018201720162015
INAA.L
iShares MSCI North America UCITS		0.61%0.66%0.76%0.98%1.11%0.74%1.09%1.26%1.40%1.32%1.30%1.51%
ISDU.L
iShares MSCI USA Islamic UCITS ETF		0.62%0.74%0.90%1.10%1.52%1.01%1.39%1.37%1.49%1.38%1.34%1.43%

Frequently Asked Questions

INAA.L and ISDU.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ISDU.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ISDU.L is cheaper with a 0.30% expense ratio, compared with 0.40% for INAA.L.

INAA.L tracks Russell 1000 TR USD, while ISDU.L tracks MSCI USA Islamic Index. Their fees differ too: 0.40% for INAA.L and 0.30% for ISDU.L.

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