IROB.DE vs. IUSA.DE
IROB.DE (L&G ROBO Global Robotics and Automation UCITS ETF) and IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) are both exchange-traded funds - IROB.DE is a Technology Equities fund tracking the ROBO-STOX® Global Robotics and Automation, while IUSA.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IROB.DE returned 11.79%/yr vs 14.31%/yr for IUSA.DE. Their correlation of 0.81 suggests significant overlap in exposure. IROB.DE charges 0.80%/yr vs 0.07%/yr for IUSA.DE.
Performance
IROB.DE vs. IUSA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IROB.DE achieves a 14.36% return, which is significantly higher than IUSA.DE's 11.82% return. Over the past 10 years, IROB.DE has underperformed IUSA.DE with an annualized return of 11.79%, while IUSA.DE has yielded a comparatively higher 14.31% annualized return.
IROB.DE
- 1D
- -2.80%
- 1M
- -9.10%
- 6M
- 5.82%
- YTD
- 14.36%
- 1Y
- 29.03%
- 3Y*
- 8.85%
- 5Y*
- 4.94%
- 10Y*
- 11.79%
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.29%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.99%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
IROB.DE vs. IUSA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IROB.DE L&G ROBO Global Robotics and Automation UCITS ETF | 14.36% | 10.23% | 4.16% | 20.99% | -30.11% | 26.22% | 31.63% | 33.78% | -17.80% | 28.83% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -1.14% | 6.67% |
Correlation
The correlation between IROB.DE and IUSA.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2015 | 0.81 |
The correlation between IROB.DE and IUSA.DE has been stable across timeframes, ranging from 0.76 to 0.81 - a consistent structural relationship.
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Return for Risk
IROB.DE vs. IUSA.DE — Risk / Return Rank
IROB.DE
IUSA.DE
IROB.DE vs. IUSA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) and iShares Core S&P 500 UCITS ETF USD Dist (IUSA.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.
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.
| IROB.DE | IUSA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 3.11 | -1.03 |
| Martin ratioReturn relative to average drawdown | 6.61 | 11.06 | -4.46 |
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Drawdowns
IROB.DE vs. IUSA.DE - Drawdown Comparison
The maximum IROB.DE drawdown since its inception was -36.51%, smaller than the maximum IUSA.DE drawdown of -52.05%. Use the drawdown chart below to compare losses from any high point for IROB.DE and IUSA.DE.
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Drawdown Indicators
| IROB.DE | IUSA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.51% | -52.05% | +15.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -6.90% | -6.77% |
Max Drawdown (3Y)Largest decline over 3 years | -31.95% | -23.36% | -8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -36.51% | -23.36% | -13.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.51% | -33.67% | -2.84% |
Current DrawdownCurrent decline from peak | -12.43% | -1.33% | -11.10% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -8.41% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 1.94% | +2.36% |
Volatility
IROB.DE vs. IUSA.DE - Volatility Comparison
L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) has a higher volatility of 9.71% compared to iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) at 3.00%. This indicates that IROB.DE's price experiences larger fluctuations and is considered to be riskier than IUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IROB.DE | IUSA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.71% | 3.00% | +6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 19.55% | 7.88% | +11.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.11% | 11.64% | +12.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 15.21% | +6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 16.04% | +5.17% |
IROB.DE vs. IUSA.DE - Expense Ratio Comparison
IROB.DE has a 0.80% expense ratio, which is higher than IUSA.DE's 0.07% expense ratio.
Dividends
IROB.DE vs. IUSA.DE - Dividend Comparison
IROB.DE has not paid dividends to shareholders, while IUSA.DE's dividend yield for the trailing twelve months is around 0.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IROB.DE L&G ROBO Global Robotics and Automation UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
Frequently Asked Questions
IROB.DE and IUSA.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.80% for IROB.DE.
IROB.DE is categorized as Technology Equities, while IUSA.DE is S&P 500. IROB.DE tracks ROBO-STOX® Global Robotics and Automation, while IUSA.DE tracks S&P 500 Index. They also come from different issuers: Legal & General and iShares. Their fees differ too: 0.80% for IROB.DE and 0.07% for IUSA.DE.
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