ISFD.L vs. IUIT.L
ISFD.L (iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - ISFD.L is a Global Equities fund tracking the iShares Core FTSE 100 UCITS ETF USD Hedged (Acc), while IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, ISFD.L returned 12.79%/yr vs 21.03%/yr for IUIT.L. At a 0.44 correlation, their price movements are largely independent. ISFD.L charges 0.20%/yr vs 0.15%/yr for IUIT.L.
Performance
ISFD.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, ISFD.L achieves a 7.54% return, which is significantly lower than IUIT.L's 17.06% return.
ISFD.L
- 1D
- -0.30%
- 1M
- 0.90%
- 6M
- 4.87%
- YTD
- 7.54%
- 1Y
- 20.88%
- 3Y*
- 16.48%
- 5Y*
- 12.79%
- 10Y*
- —
IUIT.L
- 1D
- -0.78%
- 1M
- -2.95%
- 6M
- 19.62%
- YTD
- 17.06%
- 1Y
- 31.65%
- 3Y*
- 29.24%
- 5Y*
- 21.03%
- 10Y*
- 25.50%
ISFD.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISFD.L iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) | 7.54% | 25.94% | 9.52% | 8.45% | 5.93% | 17.43% | -11.32% | 19.80% | -6.68% | 2.38% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.06% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -1.41% | 6.28% |
Correlation
The correlation between ISFD.L and IUIT.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2017 | 0.44 |
Over the past year, the correlation between ISFD.L and IUIT.L has dropped to 0.23 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.
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Return for Risk
ISFD.L vs. IUIT.L — Risk / Return Rank
ISFD.L
IUIT.L
ISFD.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) (ISFD.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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.
| ISFD.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.85 | +0.50 |
| Martin ratioReturn relative to average drawdown | 7.41 | 4.97 | +2.44 |
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Drawdowns
ISFD.L vs. IUIT.L - Drawdown Comparison
The maximum ISFD.L drawdown since its inception was -33.97%, roughly equal to the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for ISFD.L and IUIT.L.
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Drawdown Indicators
| ISFD.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -33.46% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -17.03% | +8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -12.64% | -26.40% | +13.76% |
Max Drawdown (5Y)Largest decline over 5 years | -12.64% | -33.46% | +20.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -2.60% | -7.85% | +5.25% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -5.91% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 6.35% | -3.54% |
Volatility
ISFD.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) (ISFD.L) is 3.07%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.15%. This indicates that ISFD.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISFD.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 7.15% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 17.59% | -7.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 22.08% | -10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.77% | 23.96% | -11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.61% | 22.32% | -6.71% |
ISFD.L vs. IUIT.L - Expense Ratio Comparison
ISFD.L has a 0.20% expense ratio, which is higher than IUIT.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ISFD.L vs. IUIT.L - Dividend Comparison
Neither ISFD.L nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
ISFD.L and IUIT.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.20% for ISFD.L.
ISFD.L is categorized as Global Equities, while IUIT.L is Technology Equities. ISFD.L tracks iShares Core FTSE 100 UCITS ETF USD Hedged (Acc), while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.20% for ISFD.L and 0.15% for IUIT.L.
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