IUFS.L vs. SPLT.L
IUFS.L (iShares S&P 500 Financials Sector UCITS ETF USD Acc) and SPLT.L (iShares Physical Platinum ETC) are both exchange-traded funds - IUFS.L is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while SPLT.L is a Precious Metals fund tracking the Platinum. Both are passively managed. Over the past 10 years, IUFS.L returned 12.03%/yr vs 6.46%/yr for SPLT.L. At a 0.16 correlation, their price movements are largely independent. IUFS.L charges 0.15%/yr vs 0.20%/yr for SPLT.L.
Performance
IUFS.L vs. SPLT.L - Performance Comparison
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Different Trading Currencies
IUFS.L is traded in USD, while SPLT.L is traded in GBp. To make them comparable, the SPLT.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUFS.L achieves a -7.99% return, which is significantly lower than SPLT.L's -5.69% return. Over the past 10 years, IUFS.L has outperformed SPLT.L with an annualized return of 12.03%, while SPLT.L has yielded a comparatively lower 6.46% annualized return.
IUFS.L
- 1D
- -1.55%
- 1M
- -3.54%
- YTD
- -7.99%
- 6M
- -4.48%
- 1Y
- 0.59%
- 3Y*
- 17.22%
- 5Y*
- 7.27%
- 10Y*
- 12.03%
SPLT.L
- 1D
- -3.02%
- 1M
- -5.30%
- YTD
- -5.69%
- 6M
- 13.54%
- 1Y
- 74.80%
- 3Y*
- 23.07%
- 5Y*
- 9.86%
- 10Y*
- 6.46%
IUFS.L vs. SPLT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUFS.L iShares S&P 500 Financials Sector UCITS ETF USD Acc | -7.99% | 15.05% | 30.22% | 12.12% | -11.04% | 36.28% | -3.33% | 31.22% | -14.36% | 23.02% |
SPLT.L iShares Physical Platinum ETC | -5.69% | 120.07% | -9.90% | -6.07% | 10.71% | -10.99% | 10.32% | 22.42% | -15.00% | 1.98% |
Correlation
The correlation between IUFS.L and SPLT.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2015 | 0.16 |
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Return for Risk
IUFS.L vs. SPLT.L — Risk / Return Rank
IUFS.L
SPLT.L
IUFS.L vs. SPLT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF USD Acc (IUFS.L) and iShares Physical Platinum ETC (SPLT.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.
| IUFS.L | SPLT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.28 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.09 | -2.05 |
| Martin ratioReturn relative to average drawdown | 0.11 | 4.38 | -4.27 |
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
| IUFS.L | SPLT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 1.54 | -1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.30 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.22 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.00 | +0.51 |
Drawdowns
IUFS.L vs. SPLT.L - Drawdown Comparison
The maximum IUFS.L drawdown since its inception was -42.92%, smaller than the maximum SPLT.L drawdown of -70.11%. Use the drawdown chart below to compare losses from any high point for IUFS.L and SPLT.L.
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Drawdown Indicators
| IUFS.L | SPLT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.92% | -70.11% | +27.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -35.57% | +21.62% |
Max Drawdown (3Y)Largest decline over 3 years | -16.62% | -35.57% | +18.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.02% | -35.57% | +9.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.92% | -51.44% | +8.52% |
Current DrawdownCurrent decline from peak | -9.74% | -33.81% | +24.07% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -42.93% | +35.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 17.03% | -11.51% |
Volatility
IUFS.L vs. SPLT.L - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD Acc (IUFS.L) is 3.42%, while iShares Physical Platinum ETC (SPLT.L) has a volatility of 11.84%. This indicates that IUFS.L experiences smaller price fluctuations and is considered to be less risky than SPLT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUFS.L | SPLT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 11.84% | -8.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 42.93% | -32.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.40% | 48.46% | -34.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.94% | 32.41% | -13.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 29.29% | -8.22% |
IUFS.L vs. SPLT.L - Expense Ratio Comparison
IUFS.L has a 0.15% expense ratio, which is lower than SPLT.L's 0.20% 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
IUFS.L vs. SPLT.L - Dividend Comparison
Neither IUFS.L nor SPLT.L has paid dividends to shareholders.
Frequently Asked Questions
IUFS.L and SPLT.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUFS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUFS.L is cheaper with a 0.15% expense ratio, compared with 0.20% for SPLT.L.
IUFS.L is categorized as Financials Equities, while SPLT.L is Precious Metals. IUFS.L tracks S&P 500 Capped 35/20 Financials Index, while SPLT.L tracks Platinum. Their fees differ too: 0.15% for IUFS.L and 0.20% for SPLT.L.
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