IUAG.L vs. IUIT.L
IUAG.L (iShares US Aggregate Bond UCITS ETF USD Distributing) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - IUAG.L is a Total Bond Market fund tracking the Bloomberg US Aggregate Bond Index, while IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, IUAG.L returned 1.37%/yr vs 26.33%/yr for IUIT.L. At a 0.05 correlation, their price movements are largely independent. IUAG.L charges 0.25%/yr vs 0.15%/yr for IUIT.L.
Performance
IUAG.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, IUAG.L achieves a 0.03% return, which is significantly lower than IUIT.L's 23.04% return. Over the past 10 years, IUAG.L has underperformed IUIT.L with an annualized return of 1.37%, while IUIT.L has yielded a comparatively higher 26.33% annualized return.
IUAG.L
- 1D
- 0.22%
- 1M
- 0.23%
- YTD
- 0.03%
- 6M
- 0.43%
- 1Y
- 4.52%
- 3Y*
- 3.72%
- 5Y*
- -0.08%
- 10Y*
- 1.37%
IUIT.L
- 1D
- -2.11%
- 1M
- 13.14%
- YTD
- 23.04%
- 6M
- 22.75%
- 1Y
- 51.87%
- 3Y*
- 34.42%
- 5Y*
- 24.18%
- 10Y*
- 26.33%
IUAG.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUAG.L iShares US Aggregate Bond UCITS ETF USD Distributing | 0.03% | 7.04% | 1.36% | 5.02% | -12.86% | -2.00% | 7.04% | 8.64% | -0.37% | 3.49% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 23.04% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.90% | -1.41% | 38.43% |
Correlation
The correlation between IUAG.L and IUIT.L is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2015 | 0.05 |
The correlation between IUAG.L and IUIT.L shifts across timeframes, from 0.05 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUAG.L vs. IUIT.L — Risk / Return Rank
IUAG.L
IUIT.L
IUAG.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Aggregate Bond UCITS ETF USD Distributing (IUAG.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L). 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.
| IUAG.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.41 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 3.03 | -1.54 |
| Martin ratioReturn relative to average drawdown | 4.62 | 8.99 | -4.37 |
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
| IUAG.L | IUIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 2.55 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 1.02 | -1.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 1.20 | -0.94 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 1.16 | -0.81 |
Drawdowns
IUAG.L vs. IUIT.L - Drawdown Comparison
The maximum IUAG.L drawdown since its inception was -19.01%, smaller than the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for IUAG.L and IUIT.L.
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Drawdown Indicators
| IUAG.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.01% | -33.46% | +14.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -17.03% | +14.01% |
Max Drawdown (3Y)Largest decline over 3 years | -6.05% | -26.40% | +20.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.19% | -33.46% | +15.27% |
Max Drawdown (10Y)Largest decline over 10 years | -19.01% | -33.46% | +14.45% |
Current DrawdownCurrent decline from peak | -3.34% | -3.14% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -6.02% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 5.76% | -4.79% |
Volatility
IUAG.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares US Aggregate Bond UCITS ETF USD Distributing (IUAG.L) is 1.51%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.49%. This indicates that IUAG.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUAG.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 7.49% | -5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 3.04% | 15.53% | -12.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 20.28% | -16.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.14% | 23.61% | -17.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 22.47% | -17.21% |
IUAG.L vs. IUIT.L - Expense Ratio Comparison
IUAG.L has a 0.25% expense ratio, which is higher than IUIT.L's 0.15% 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
IUAG.L vs. IUIT.L - Dividend Comparison
IUAG.L's dividend yield for the trailing twelve months is around 3.89%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUAG.L iShares US Aggregate Bond UCITS ETF USD Distributing | 3.89% | 3.72% | 3.62% | 3.02% | 2.12% | 1.72% | 2.05% | 2.64% | 2.44% | 2.04% | 1.72% | 1.60% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUAG.L and IUIT.L have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.25% for IUAG.L.
IUAG.L is categorized as Total Bond Market, while IUIT.L is Technology Equities. IUAG.L tracks Bloomberg US Aggregate Bond Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.25% for IUAG.L and 0.15% for IUIT.L.
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