IRSA.L vs. IITU.L
IRSA.L (iShares MSCI South Africa UCITS ETF USD (Acc)) and IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) are both exchange-traded funds - IRSA.L is a Global Equities fund tracking the iShares MSCI South Africa UCITS ETF USD (Acc), while IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, IRSA.L returned 6.54%/yr vs 25.60%/yr for IITU.L. At a 0.43 correlation, their price movements are largely independent. IRSA.L charges 0.65%/yr vs 0.15%/yr for IITU.L.
Performance
IRSA.L vs. IITU.L - Performance Comparison
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Different Trading Currencies
IRSA.L is traded in USD, while IITU.L is traded in GBp. To make them comparable, the IITU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IRSA.L achieves a -4.47% return, which is significantly lower than IITU.L's 17.45% return. Over the past 10 years, IRSA.L has underperformed IITU.L with an annualized return of 6.54%, while IITU.L has yielded a comparatively higher 25.60% annualized return.
IRSA.L
- 1D
- 1.35%
- 1M
- -4.91%
- 6M
- -10.54%
- YTD
- -4.47%
- 1Y
- 32.37%
- 3Y*
- 21.89%
- 5Y*
- 10.90%
- 10Y*
- 6.54%
IITU.L
- 1D
- -0.41%
- 1M
- -2.54%
- 6M
- 20.12%
- YTD
- 17.45%
- 1Y
- 32.12%
- 3Y*
- 29.51%
- 5Y*
- 21.16%
- 10Y*
- 25.60%
IRSA.L vs. IITU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRSA.L iShares MSCI South Africa UCITS ETF USD (Acc) | -4.47% | 76.74% | 7.84% | 0.20% | -3.75% | 3.99% | -2.70% | 8.62% | -24.11% | 34.90% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 17.45% | 23.07% | 38.50% | 58.65% | -29.11% | 34.44% | 42.58% | 49.99% | -1.62% | 37.53% |
Correlation
The correlation between IRSA.L and IITU.L is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.43 |
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Return for Risk
IRSA.L vs. IITU.L — Risk / Return Rank
IRSA.L
IITU.L
IRSA.L vs. IITU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI South Africa UCITS ETF USD (Acc) (IRSA.L) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.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.
| IRSA.L | IITU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.90 | -0.53 |
| Martin ratioReturn relative to average drawdown | 2.95 | 5.17 | -2.21 |
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Drawdowns
IRSA.L vs. IITU.L - Drawdown Comparison
The maximum IRSA.L drawdown since its inception was -61.84%, which is greater than IITU.L's maximum drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for IRSA.L and IITU.L.
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Drawdown Indicators
| IRSA.L | IITU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.84% | -43.85% | -17.99% |
Max Drawdown (1Y)Largest decline over 1 year | -22.87% | -16.80% | -6.07% |
Max Drawdown (3Y)Largest decline over 3 years | -22.87% | -26.42% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -34.22% | -0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -61.84% | -34.22% | -27.62% |
Current DrawdownCurrent decline from peak | -19.50% | -7.53% | -11.97% |
Average DrawdownAverage peak-to-trough decline | -17.86% | -10.59% | -7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 6.20% | +4.48% |
Volatility
IRSA.L vs. IITU.L - Volatility Comparison
iShares MSCI South Africa UCITS ETF USD (Acc) (IRSA.L) has a higher volatility of 7.83% compared to iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) at 7.45%. This indicates that IRSA.L's price experiences larger fluctuations and is considered to be riskier than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRSA.L | IITU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 7.45% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 27.42% | 17.21% | +10.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.59% | 21.89% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.69% | 27.39% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.78% | 24.22% | +5.56% |
IRSA.L vs. IITU.L - Expense Ratio Comparison
IRSA.L has a 0.65% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Dividends
IRSA.L vs. IITU.L - Dividend Comparison
Neither IRSA.L nor IITU.L has paid dividends to shareholders.
Frequently Asked Questions
IRSA.L and IITU.L have a correlation of 0.36, 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 0.65% for IRSA.L.
IRSA.L is categorized as Global Equities, while IITU.L is Technology Equities. IRSA.L tracks iShares MSCI South Africa UCITS ETF USD (Acc), while IITU.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.65% for IRSA.L and 0.15% for IITU.L.
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