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IU5C.DE vs. INDB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IU5C.DE vs. INDB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.DE). The values are adjusted to include any dividend payments, if applicable.

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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 INDB.DE's 26.69% 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*

INDB.DE

1D
-1.85%
1M
2.74%
YTD
26.69%
6M
25.53%
1Y
18.81%
3Y*
19.33%
5Y*
9.34%
10Y*
2.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IU5C.DE vs. INDB.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
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%
INDB.DE
Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist
26.69%11.71%20.74%6.80%-14.00%13.94%-16.87%1.83%1.84%

Correlation

The correlation between IU5C.DE and INDB.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Sep 28, 2018

0.26

The correlation between IU5C.DE and INDB.DE shifts across timeframes, from 0.12 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IU5C.DE vs. INDB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IU5C.DE
IU5C.DE Risk / Return Rank: 4242
Overall Rank
IU5C.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
IU5C.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
IU5C.DE Omega Ratio Rank: 3535
Omega Ratio Rank
IU5C.DE Calmar Ratio Rank: 4848
Calmar Ratio Rank
IU5C.DE Martin Ratio Rank: 4848
Martin Ratio Rank

INDB.DE
INDB.DE Risk / Return Rank: 3434
Overall Rank
INDB.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
INDB.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
INDB.DE Omega Ratio Rank: 3333
Omega Ratio Rank
INDB.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
INDB.DE Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IU5C.DE vs. INDB.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 Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.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.DEINDB.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.12

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.23

1.22

+0.01

Calmar ratioReturn relative to maximum drawdown

2.32

1.85

+0.47

Martin ratioReturn relative to average drawdown

7.89

4.41

+3.47

IU5C.DE vs. INDB.DE - Sharpe Ratio Comparison

The current IU5C.DE Sharpe Ratio is 1.35, which is comparable to the INDB.DE Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of IU5C.DE and INDB.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IU5C.DEINDB.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.23

+0.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.76

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.45

+0.28

Drawdowns

IU5C.DE vs. INDB.DE - Drawdown Comparison

The maximum IU5C.DE drawdown since its inception was -39.23%, smaller than the maximum INDB.DE drawdown of -52.57%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and INDB.DE.


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Drawdown Indicators


IU5C.DEINDB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.23%

-52.57%

+13.34%

Max Drawdown (1Y)

Largest decline over 1 year

-8.06%

-10.53%

+2.47%

Max Drawdown (3Y)

Largest decline over 3 years

-23.61%

-10.53%

-13.08%

Max Drawdown (5Y)

Largest decline over 5 years

-39.23%

-21.04%

-18.19%

Max Drawdown (10Y)

Largest decline over 10 years

-43.43%

Current Drawdown

Current decline from peak

-4.21%

-2.34%

-1.87%

Average Drawdown

Average peak-to-trough decline

-8.63%

-21.63%

+13.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

4.11%

-1.74%

Volatility

IU5C.DE vs. INDB.DE - Volatility Comparison

The current volatility for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) is 4.12%, while Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist (INDB.DE) has a volatility of 6.10%. This indicates that IU5C.DE experiences smaller price fluctuations and is considered to be less risky than INDB.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.DEINDB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.12%

6.10%

-1.98%

Volatility (6M)

Calculated over the trailing 6-month period

9.51%

13.02%

-3.51%

Volatility (1Y)

Calculated over the trailing 1-year period

13.87%

15.93%

-2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

17.19%

+2.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.91%

20.83%

-0.92%

IU5C.DE vs. INDB.DE - Expense Ratio Comparison

IU5C.DE has a 0.15% expense ratio, which is lower than INDB.DE's 0.30% expense ratio.


Dividends

IU5C.DE vs. INDB.DE - Dividend Comparison

Neither IU5C.DE nor INDB.DE has paid dividends to shareholders.


PositionTTM202520242023202220212020
INDB.DE
Lyxor STOXX Europe 600 Telecommunications UCITS ETF Dist
0.00%0.00%5.15%2.83%5.21%4.07%0.60%
IU5C.DE
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IU5C.DE and INDB.DE have a correlation of 0.12, 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 0.30% for INDB.DE.

IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while INDB.DE tracks STOXX® Europe 600 Telecommunications. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for IU5C.DE and 0.30% for INDB.DE.

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