IUIS.L vs. APLE
Compare and contrast key facts about iShares S&P 500 Industrials Sector UCITS Acc (IUIS.L) and Apple Hospitality REIT, Inc. (APLE).
IUIS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Materials NR USD. It was launched on Mar 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUIS.L or APLE.
Correlation
The correlation between IUIS.L and APLE is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IUIS.L vs. APLE - Performance Comparison
Key characteristics
IUIS.L:
1.19
APLE:
0.12
IUIS.L:
1.76
APLE:
0.33
IUIS.L:
1.22
APLE:
1.04
IUIS.L:
1.93
APLE:
0.14
IUIS.L:
5.33
APLE:
0.27
IUIS.L:
3.07%
APLE:
9.02%
IUIS.L:
13.76%
APLE:
21.16%
IUIS.L:
-42.18%
APLE:
-71.82%
IUIS.L:
-4.39%
APLE:
-5.08%
Returns By Period
In the year-to-date period, IUIS.L achieves a 3.48% return, which is significantly higher than APLE's -0.01% return.
IUIS.L
3.48%
-2.20%
7.77%
17.60%
11.91%
N/A
APLE
-0.01%
0.52%
10.79%
0.74%
4.20%
N/A
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Risk-Adjusted Performance
IUIS.L vs. APLE — Risk-Adjusted Performance Rank
IUIS.L
APLE
IUIS.L vs. APLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS Acc (IUIS.L) and Apple Hospitality REIT, Inc. (APLE). 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.
Dividends
IUIS.L vs. APLE - Dividend Comparison
IUIS.L has not paid dividends to shareholders, while APLE's dividend yield for the trailing twelve months is around 6.61%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IUIS.L iShares S&P 500 Industrials Sector UCITS Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APLE Apple Hospitality REIT, Inc. | 6.61% | 6.58% | 6.08% | 4.82% | 0.25% | 2.32% | 6.77% | 9.12% | 5.61% | 6.01% | 4.01% |
Drawdowns
IUIS.L vs. APLE - Drawdown Comparison
The maximum IUIS.L drawdown since its inception was -42.18%, smaller than the maximum APLE drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for IUIS.L and APLE. For additional features, visit the drawdowns tool.
Volatility
IUIS.L vs. APLE - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS Acc (IUIS.L) is 3.03%, while Apple Hospitality REIT, Inc. (APLE) has a volatility of 5.57%. This indicates that IUIS.L experiences smaller price fluctuations and is considered to be less risky than APLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.