IU5C.DE vs. IUS2.DE
Compare and contrast key facts about iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE).
IU5C.DE and IUS2.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IU5C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Communication Services. It was launched on Sep 17, 2018. IUS2.DE is a passively managed fund by iShares that tracks the performance of the S&P 900 Banks 7/4 Capped. It was launched on May 22, 2018. Both IU5C.DE and IUS2.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IU5C.DE or IUS2.DE.
Key characteristics
IU5C.DE | IUS2.DE | |
---|---|---|
YTD Return | 39.73% | 41.63% |
1Y Return | 45.22% | 74.11% |
3Y Return (Ann) | 9.18% | 3.16% |
5Y Return (Ann) | 14.78% | 7.39% |
Sharpe Ratio | 2.76 | 2.52 |
Sortino Ratio | 3.71 | 3.70 |
Omega Ratio | 1.52 | 1.49 |
Calmar Ratio | 3.87 | 1.66 |
Martin Ratio | 13.38 | 14.80 |
Ulcer Index | 3.25% | 4.32% |
Daily Std Dev | 15.66% | 25.68% |
Max Drawdown | -39.23% | -49.73% |
Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between IU5C.DE and IUS2.DE is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IU5C.DE vs. IUS2.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with IU5C.DE having a 39.73% return and IUS2.DE slightly higher at 41.63%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IU5C.DE vs. IUS2.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is lower than IUS2.DE's 0.35% expense ratio.
Risk-Adjusted Performance
IU5C.DE vs. IUS2.DE - Risk-Adjusted Performance 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 U.S. Banks UCITS ETF USD (Acc) (IUS2.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.
Dividends
IU5C.DE vs. IUS2.DE - Dividend Comparison
Neither IU5C.DE nor IUS2.DE has paid dividends to shareholders.
Drawdowns
IU5C.DE vs. IUS2.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, smaller than the maximum IUS2.DE drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and IUS2.DE. For additional features, visit the drawdowns tool.
Volatility
IU5C.DE vs. IUS2.DE - Volatility Comparison
The current volatility for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) is 4.50%, while iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) has a volatility of 10.84%. This indicates that IU5C.DE experiences smaller price fluctuations and is considered to be less risky than IUS2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.