IU5C.DE vs. B500.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and B500.DE (Amundi S&P 500 Buyback ETF) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while B500.DE is a S&P 500 fund tracking the S&P 500 Buyback NTR. Both are passively managed. Over the past 5 years, IU5C.DE returned 12.43%/yr vs 11.15%/yr for B500.DE. A 0.58 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
IU5C.DE vs. B500.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IU5C.DE achieves a 3.08% return, which is significantly lower than B500.DE's 8.94% return.
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
B500.DE
- 1D
- 0.86%
- 1M
- 5.03%
- YTD
- 8.94%
- 6M
- 9.45%
- 1Y
- 20.46%
- 3Y*
- 15.34%
- 5Y*
- 11.15%
- 10Y*
- 12.79%
IU5C.DE vs. B500.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 11.48% | 35.88% | -11.68% |
B500.DE Amundi S&P 500 Buyback ETF | 8.94% | 4.76% | 20.85% | 12.10% | -7.18% | 47.02% | -4.65% | 34.36% | -13.58% |
Correlation
The correlation between IU5C.DE and B500.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2018 | 0.58 |
Over the past year, the correlation between IU5C.DE and B500.DE has dropped to 0.33 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
IU5C.DE vs. B500.DE — Risk / Return Rank
IU5C.DE
B500.DE
IU5C.DE vs. B500.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and Amundi S&P 500 Buyback ETF (B500.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.
| IU5C.DE | B500.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 4.30 | -1.98 |
| Martin ratioReturn relative to average drawdown | 7.89 | 11.16 | -3.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IU5C.DE | B500.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.66 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.68 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.52 | +0.21 |
Drawdowns
IU5C.DE vs. B500.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, smaller than the maximum B500.DE drawdown of -42.49%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and B500.DE.
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Drawdown Indicators
| IU5C.DE | B500.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -42.49% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -4.75% | -3.31% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -23.66% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -23.66% | -15.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.49% | — |
Current DrawdownCurrent decline from peak | -4.21% | 0.00% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -6.31% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.83% | +0.54% |
Volatility
IU5C.DE vs. B500.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to Amundi S&P 500 Buyback ETF (B500.DE) at 2.99%. This indicates that IU5C.DE's price experiences larger fluctuations and is considered to be riskier than B500.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IU5C.DE | B500.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 2.99% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 7.82% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 12.29% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 16.18% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 18.96% | +0.95% |
IU5C.DE vs. B500.DE - Expense Ratio Comparison
Both IU5C.DE and B500.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IU5C.DE vs. B500.DE - Dividend Comparison
Neither IU5C.DE nor B500.DE has paid dividends to shareholders.
Frequently Asked Questions
IU5C.DE and B500.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE and B500.DE have the same expense ratio: 0.15% per year.
IU5C.DE is categorized as Communications Equities, while B500.DE is S&P 500. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while B500.DE tracks S&P 500 Buyback NTR. They also come from different issuers: iShares and Amundi.
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