IU5C.DE vs. EFRW.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and EFRW.DE (iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while EFRW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past year, IU5C.DE returned 17.66% vs 17.03% for EFRW.DE. At a 0.30 correlation, their price movements are largely independent. IU5C.DE charges 0.15%/yr vs 0.17%/yr for EFRW.DE.
Performance
IU5C.DE vs. EFRW.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 EFRW.DE's 8.09% 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*
- —
EFRW.DE
- 1D
- 0.36%
- 1M
- 2.58%
- YTD
- 8.09%
- 6M
- 8.98%
- 1Y
- 17.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IU5C.DE vs. EFRW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 18.52% |
EFRW.DE iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc | 8.09% | 9.95% |
Correlation
The correlation between IU5C.DE and EFRW.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 13, 2025 | 0.30 |
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Return for Risk
IU5C.DE vs. EFRW.DE — Risk / Return Rank
IU5C.DE
EFRW.DE
IU5C.DE vs. EFRW.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 iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.37 | -0.05 |
| Martin ratioReturn relative to average drawdown | 7.89 | 8.32 | -0.44 |
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 | EFRW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.55 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.55 | -0.82 |
Drawdowns
IU5C.DE vs. EFRW.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, which is greater than EFRW.DE's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and EFRW.DE.
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Drawdown Indicators
| IU5C.DE | EFRW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -7.12% | -32.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -7.12% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | — | — |
Current DrawdownCurrent decline from peak | -4.21% | 0.00% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -1.35% | -7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.03% | +0.34% |
Volatility
IU5C.DE vs. EFRW.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE) at 2.64%. This indicates that IU5C.DE's price experiences larger fluctuations and is considered to be riskier than EFRW.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 | EFRW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 2.64% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 7.67% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 10.91% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 11.32% | +7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 11.32% | +8.59% |
IU5C.DE vs. EFRW.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is lower than EFRW.DE's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IU5C.DE vs. EFRW.DE - Dividend Comparison
Neither IU5C.DE nor EFRW.DE has paid dividends to shareholders.
Frequently Asked Questions
IU5C.DE and EFRW.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for EFRW.DE.
IU5C.DE is categorized as Communications Equities, while EFRW.DE is S&P 500. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while EFRW.DE tracks S&P 500 Equal Weight Index. Their fees differ too: 0.15% for IU5C.DE and 0.17% for EFRW.DE.
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