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

IU5C.DE vs. META

Last updated Jun 5, 2026

IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) is Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while META (Meta Platforms, Inc.) is a stock. Over the past 5 years, IU5C.DE returned 12.43%/yr vs 13.82%/yr for META. A 0.52 correlation means they provide meaningful diversification when combined.

Performance

IU5C.DE vs. META - 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 Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IU5C.DE is traded in EUR, while META is traded in USD. To make them comparable, the META values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IU5C.DE achieves a 3.08% return, which is significantly higher than META's -8.32% 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*
—

META

1D
-4.75%
1M
-1.33%
YTD
-8.32%
6M
-10.87%
1Y
-13.69%
3Y*
26.95%
5Y*
13.82%
10Y*
17.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IU5C.DE vs. META - 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%
META
Meta Platforms, Inc.		-8.32%-0.33%77.01%185.31%-62.00%32.34%22.12%60.11%-21.18%

Correlation

The correlation between IU5C.DE and META is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.47

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

0.49

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

0.52

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

0.52

The correlation between IU5C.DE and META has been stable across timeframes, ranging from 0.47 to 0.52 - a consistent structural relationship.

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iShares S&P 500 Communication Sector UCITS ETF USD (Acc)

Meta Platforms, Inc.

Often compared with IU5C.DE:
IU5C.DE vs. QDVE.DEIU5C.DE vs. EXV1.DEIU5C.DE vs. WELX.DEIU5C.DE vs. IUS2.DEIU5C.DE vs. IUCM.LIU5C.DE vs. NFLXIU5C.DE vs. ^NDX
Often compared with META:
META vs. MSFTMETA vs. GOOGMETA vs. AMZNMETA vs. AAPLMETA vs. TSLAMETA vs. SPYMETA vs. VOO

Return for Risk

IU5C.DE vs. META — 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
META
META Risk / Return Rank: 2525
Overall Rank
META Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
META Sortino Ratio Rank: 2424
Sortino Ratio Rank
META Omega Ratio Rank: 2424
Omega Ratio Rank
META Calmar Ratio Rank: 2828
Calmar Ratio Rank
META Martin Ratio Rank: 2525
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. META - 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 Meta Platforms, Inc. (META). 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.DEMETADifference
Sharpe ratioReturn per unit of total volatility
1.35
-0.39

+1.74

Sortino ratioReturn per unit of downside risk
2.02
-0.34

+2.36

Omega ratioGain probability vs. loss probability

1.23

0.96

+0.27

Calmar ratioReturn relative to maximum drawdown

2.32

-0.42

+2.74

Martin ratioReturn relative to average drawdown

7.89

-0.88

+8.76

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IU5C.DE vs. META - Sharpe Ratio Comparison

The current IU5C.DE Sharpe Ratio is 1.35, which is higher than the META Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of IU5C.DE and META, 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.DEMETADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

-0.39

+1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.32

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.45

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.56

+0.16

Drawdowns

IU5C.DE vs. META - Drawdown Comparison

The maximum IU5C.DE drawdown since its inception was -39.23%, smaller than the maximum META drawdown of -71.76%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and META.

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Drawdown Indicators

IU5C.DEMETADifference

Max Drawdown

Largest peak-to-trough decline

-39.23%

-71.76%

+32.53%

Max Drawdown (1Y)

Largest decline over 1 year

-8.06%

-32.44%

+24.38%

Max Drawdown (3Y)

Largest decline over 3 years

-23.61%

-39.99%

+16.38%

Max Drawdown (5Y)

Largest decline over 5 years

-39.23%

-71.76%

+32.53%

Max Drawdown (10Y)

Largest decline over 10 years

—

-71.76%

—

Current Drawdown

Current decline from peak

-4.21%

-26.40%

+22.19%

Average Drawdown

Average peak-to-trough decline

-8.63%

-14.53%

+5.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

15.67%

-13.30%

Volatility

IU5C.DE vs. META - Volatility Comparison

The current volatility for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) is 4.12%, while Meta Platforms, Inc. (META) has a volatility of 10.21%. This indicates that IU5C.DE experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IU5C.DEMETADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.12%

10.21%

-6.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.51%

26.52%

-17.01%

Volatility (1Y)

Calculated over the trailing 1-year period

13.87%

35.13%

-21.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

43.85%

-24.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.91%

38.90%

-18.99%

Dividends

IU5C.DE vs. META - Dividend Comparison

IU5C.DE has not paid dividends to shareholders, while META's dividend yield for the trailing twelve months is around 0.35%.

PositionTTM20252024
IU5C.DE
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)		0.00%0.00%0.00%
META
Meta Platforms, Inc.		0.35%0.32%0.34%

Frequently Asked Questions

IU5C.DE and META have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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