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IUCM.L vs. XWTS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUCM.L vs. XWTS.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 (IUCM.L) and Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, IUCM.L achieves a 1.60% return, which is significantly lower than XWTS.DE's 3.77% return.


IUCM.L

1D
1.51%
1M
-2.81%
YTD
1.60%
6M
1.52%
1Y
20.87%
3Y*
27.10%
5Y*
11.39%
10Y*

XWTS.DE

1D
1.06%
1M
-1.34%
YTD
3.77%
6M
3.15%
1Y
24.53%
3Y*
26.76%
5Y*
10.78%
10Y*
10.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUCM.L vs. XWTS.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IUCM.L
iShares S&P 500 Communication Sector UCITS ETF USD Acc
1.60%26.48%38.98%55.75%-40.54%22.36%22.64%30.83%-10.96%
XWTS.DE
Xtrackers MSCI World Communication Services UCITS ETF 1C
3.77%29.52%34.02%46.90%-37.82%15.41%22.30%27.97%-6.63%

Correlation

The correlation between IUCM.L and XWTS.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.91

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

0.92

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

0.93

Correlation (All Time)
Calculated using the full available price history since Sep 20, 2018

0.91

The correlation between IUCM.L and XWTS.DE has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

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Return for Risk

IUCM.L vs. XWTS.DE — Risk / Return Rank

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

IUCM.L
IUCM.L Risk / Return Rank: 4444
Overall Rank
IUCM.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
IUCM.L Sortino Ratio Rank: 4646
Sortino Ratio Rank
IUCM.L Omega Ratio Rank: 3939
Omega Ratio Rank
IUCM.L Calmar Ratio Rank: 4444
Calmar Ratio Rank
IUCM.L Martin Ratio Rank: 4848
Martin Ratio Rank

XWTS.DE
XWTS.DE Risk / Return Rank: 4848
Overall Rank
XWTS.DE Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
XWTS.DE Sortino Ratio Rank: 4848
Sortino Ratio Rank
XWTS.DE Omega Ratio Rank: 4343
Omega Ratio Rank
XWTS.DE Calmar Ratio Rank: 5050
Calmar Ratio Rank
XWTS.DE Martin Ratio Rank: 5353
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.

IUCM.L vs. XWTS.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 (IUCM.L) and Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.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.


IUCM.LXWTS.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.27

Omega ratioGain probability vs. loss probability

1.25

1.29

-0.04

Calmar ratioReturn relative to maximum drawdown

2.14

2.16

-0.02

Martin ratioReturn relative to average drawdown

7.78

8.61

-0.82

IUCM.L vs. XWTS.DE - Sharpe Ratio Comparison

The current IUCM.L Sharpe Ratio is 1.46, which is comparable to the XWTS.DE Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of IUCM.L and XWTS.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


IUCM.LXWTS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

1.69

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.56

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.63

+0.09

Drawdowns

IUCM.L vs. XWTS.DE - Drawdown Comparison

The maximum IUCM.L drawdown since its inception was -47.32%, which is greater than XWTS.DE's maximum drawdown of -44.87%. Use the drawdown chart below to compare losses from any high point for IUCM.L and XWTS.DE.


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Drawdown Indicators


IUCM.LXWTS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-47.32%

-44.87%

-2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-9.71%

-11.32%

+1.61%

Max Drawdown (3Y)

Largest decline over 3 years

-18.79%

-19.79%

+1.00%

Max Drawdown (5Y)

Largest decline over 5 years

-47.32%

-44.87%

-2.45%

Max Drawdown (10Y)

Largest decline over 10 years

-44.87%

Current Drawdown

Current decline from peak

-4.70%

-3.29%

-1.41%

Average Drawdown

Average peak-to-trough decline

-10.21%

-9.36%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.84%

-0.17%

Volatility

IUCM.L vs. XWTS.DE - Volatility Comparison

iShares S&P 500 Communication Sector UCITS ETF USD Acc (IUCM.L) has a higher volatility of 4.40% compared to Xtrackers MSCI World Communication Services UCITS ETF 1C (XWTS.DE) at 4.07%. This indicates that IUCM.L's price experiences larger fluctuations and is considered to be riskier than XWTS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUCM.LXWTS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.40%

4.07%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

10.34%

10.44%

-0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

14.28%

14.48%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.96%

19.07%

+0.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.34%

18.35%

+1.99%

IUCM.L vs. XWTS.DE - Expense Ratio Comparison

IUCM.L has a 0.15% expense ratio, which is lower than XWTS.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IUCM.L vs. XWTS.DE - Dividend Comparison

Neither IUCM.L nor XWTS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.91, IUCM.L and XWTS.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, IUCM.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUCM.L is cheaper with a 0.15% expense ratio, compared with 0.25% for XWTS.DE.

Both ETFs track MSCI World/Comm Services NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for IUCM.L and 0.25% for XWTS.DE.

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