ISFD.L vs. LGUS.L
ISFD.L (iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)) and LGUS.L (L&G US Equity UCITS ETF) are both Global Equities funds - ISFD.L tracks the iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) while LGUS.L tracks the L&G US Equity UCITS ETF. Both are passively managed. Over the past 5 years, ISFD.L returned 12.79%/yr vs 12.82%/yr for LGUS.L. A 0.57 correlation means they provide meaningful diversification when combined. ISFD.L charges 0.20%/yr vs 0.05%/yr for LGUS.L.
Performance
ISFD.L vs. LGUS.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 LGUS.L's 10.34% 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*
- —
LGUS.L
- 1D
- 0.00%
- 1M
- 0.20%
- 6M
- 9.90%
- YTD
- 10.34%
- 1Y
- 21.64%
- 3Y*
- 20.40%
- 5Y*
- 12.82%
- 10Y*
- —
ISFD.L vs. LGUS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | -5.05% |
LGUS.L L&G US Equity UCITS ETF | 10.34% | 17.98% | 25.09% | 28.66% | -20.46% | 27.91% | 21.16% | 30.91% | -9.25% |
Correlation
The correlation between ISFD.L and LGUS.L is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2018 | 0.57 |
The correlation between ISFD.L and LGUS.L shifts across timeframes, from 0.42 (1 year) to 0.57 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ISFD.L vs. LGUS.L — Risk / Return Rank
ISFD.L
LGUS.L
ISFD.L vs. LGUS.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 L&G US Equity UCITS ETF (LGUS.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 | LGUS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.32 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.59 | -0.24 |
| Martin ratioReturn relative to average drawdown | 7.41 | 9.99 | -2.57 |
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Drawdowns
ISFD.L vs. LGUS.L - Drawdown Comparison
The maximum ISFD.L drawdown since its inception was -33.97%, roughly equal to the maximum LGUS.L drawdown of -34.26%. Use the drawdown chart below to compare losses from any high point for ISFD.L and LGUS.L.
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Drawdown Indicators
| ISFD.L | LGUS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -34.26% | +0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -8.58% | -0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -12.64% | -19.46% | +6.82% |
Max Drawdown (5Y)Largest decline over 5 years | -12.64% | -25.64% | +13.00% |
Current DrawdownCurrent decline from peak | -2.60% | -0.49% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -5.30% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.23% | +0.58% |
Volatility
ISFD.L vs. LGUS.L - Volatility Comparison
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc) (ISFD.L) has a higher volatility of 3.07% compared to L&G US Equity UCITS ETF (LGUS.L) at 2.86%. This indicates that ISFD.L's price experiences larger fluctuations and is considered to be riskier than LGUS.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 | LGUS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 2.86% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 9.41% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 12.47% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.77% | 16.51% | -3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.61% | 18.10% | -2.49% |
ISFD.L vs. LGUS.L - Expense Ratio Comparison
ISFD.L has a 0.20% expense ratio, which is higher than LGUS.L's 0.05% 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. LGUS.L - Dividend Comparison
Neither ISFD.L nor LGUS.L has paid dividends to shareholders.
Frequently Asked Questions
ISFD.L and LGUS.L have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LGUS.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LGUS.L is cheaper with a 0.05% expense ratio, compared with 0.20% for ISFD.L.
ISFD.L tracks iShares Core FTSE 100 UCITS ETF USD Hedged (Acc), while LGUS.L tracks L&G US Equity UCITS ETF. They also come from different issuers: iShares and L&G. Their fees differ too: 0.20% for ISFD.L and 0.05% for LGUS.L.
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