IU5C.DE vs. VUAA.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and VUAA.DE (Vanguard S&P 500 UCITS USD Acc ETF) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while VUAA.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, IU5C.DE returned 12.43%/yr vs 14.77%/yr for VUAA.DE. A 0.77 correlation means they provide meaningful diversification when combined. IU5C.DE charges 0.15%/yr vs 0.07%/yr for VUAA.DE.
Performance
IU5C.DE vs. VUAA.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 VUAA.DE's 11.41% 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*
- —
VUAA.DE
- 1D
- -0.12%
- 1M
- 5.23%
- YTD
- 11.41%
- 6M
- 11.44%
- 1Y
- 25.64%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- —
IU5C.DE vs. VUAA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 8.45% |
VUAA.DE Vanguard S&P 500 UCITS USD Acc ETF | 11.41% | 4.68% | 32.33% | 22.52% | -14.29% | 40.76% | 3.17% |
Correlation
The correlation between IU5C.DE and VUAA.DE is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 5, 2020 | 0.77 |
Over the past year, the correlation between IU5C.DE and VUAA.DE has dropped to 0.57 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
IU5C.DE vs. VUAA.DE — Risk / Return Rank
IU5C.DE
VUAA.DE
IU5C.DE vs. VUAA.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 Vanguard S&P 500 UCITS USD Acc ETF (VUAA.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 | VUAA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.41 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 3.56 | -1.25 |
| Martin ratioReturn relative to average drawdown | 7.89 | 12.74 | -4.85 |
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 | VUAA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.20 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.97 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.81 | -0.09 |
Drawdowns
IU5C.DE vs. VUAA.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, which is greater than VUAA.DE's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and VUAA.DE.
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Drawdown Indicators
| IU5C.DE | VUAA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -33.67% | -5.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -7.16% | -0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -23.33% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -23.33% | -15.90% |
Current DrawdownCurrent decline from peak | -4.21% | -0.45% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -5.07% | -3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.01% | +0.36% |
Volatility
IU5C.DE vs. VUAA.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) at 2.65%. This indicates that IU5C.DE's price experiences larger fluctuations and is considered to be riskier than VUAA.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 | VUAA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 2.65% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 7.61% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 11.58% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 15.12% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 17.59% | +2.32% |
IU5C.DE vs. VUAA.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is higher than VUAA.DE's 0.07% expense ratio. However, 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. VUAA.DE - Dividend Comparison
Neither IU5C.DE nor VUAA.DE has paid dividends to shareholders.
Frequently Asked Questions
IU5C.DE and VUAA.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUAA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUAA.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for IU5C.DE.
IU5C.DE is categorized as Communications Equities, while VUAA.DE is S&P 500. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while VUAA.DE tracks S&P 500 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.15% for IU5C.DE and 0.07% for VUAA.DE.
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