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IUIS.L vs. IUUS.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IUIS.L and IUUS.L 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.


-0.50.00.51.00.3

Performance

IUIS.L vs. IUUS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 Industrials Sector UCITS Acc (IUIS.L) and iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
11.38%
7.79%
IUIS.L
IUUS.L

Key characteristics

Sharpe Ratio

IUIS.L:

1.50

IUUS.L:

2.44

Sortino Ratio

IUIS.L:

2.17

IUUS.L:

3.23

Omega Ratio

IUIS.L:

1.27

IUUS.L:

1.42

Calmar Ratio

IUIS.L:

2.44

IUUS.L:

1.82

Martin Ratio

IUIS.L:

6.91

IUUS.L:

10.21

Ulcer Index

IUIS.L:

3.00%

IUUS.L:

3.50%

Daily Std Dev

IUIS.L:

13.82%

IUUS.L:

14.74%

Max Drawdown

IUIS.L:

-42.18%

IUUS.L:

-36.26%

Current Drawdown

IUIS.L:

-3.59%

IUUS.L:

-4.58%

Returns By Period

In the year-to-date period, IUIS.L achieves a 4.34% return, which is significantly higher than IUUS.L's 3.70% return.


IUIS.L

YTD

4.34%

1M

5.34%

6M

11.38%

1Y

19.50%

5Y*

11.81%

10Y*

N/A

IUUS.L

YTD

3.70%

1M

4.35%

6M

7.80%

1Y

33.47%

5Y*

5.30%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IUIS.L vs. IUUS.L - Expense Ratio Comparison

Both IUIS.L and IUUS.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


IUIS.L
iShares S&P 500 Industrials Sector UCITS Acc
Expense ratio chart for IUIS.L: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
Expense ratio chart for IUUS.L: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%

Risk-Adjusted Performance

IUIS.L vs. IUUS.L — Risk-Adjusted Performance Rank

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

IUIS.L
The Risk-Adjusted Performance Rank of IUIS.L is 6464
Overall Rank
The Sharpe Ratio Rank of IUIS.L is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of IUIS.L is 6464
Sortino Ratio Rank
The Omega Ratio Rank of IUIS.L is 6161
Omega Ratio Rank
The Calmar Ratio Rank of IUIS.L is 7373
Calmar Ratio Rank
The Martin Ratio Rank of IUIS.L is 6161
Martin Ratio Rank

IUUS.L
The Risk-Adjusted Performance Rank of IUUS.L is 8181
Overall Rank
The Sharpe Ratio Rank of IUUS.L is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of IUUS.L is 9090
Sortino Ratio Rank
The Omega Ratio Rank of IUUS.L is 8888
Omega Ratio Rank
The Calmar Ratio Rank of IUUS.L is 6060
Calmar Ratio Rank
The Martin Ratio Rank of IUUS.L is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IUIS.L vs. IUUS.L - 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 iShares S&P 500 Utilities Sector UCITS Acc (IUUS.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.


Sharpe ratio
The chart of Sharpe ratio for IUIS.L, currently valued at 1.50, compared to the broader market0.002.004.001.502.44
The chart of Sortino ratio for IUIS.L, currently valued at 2.17, compared to the broader market0.005.0010.002.173.23
The chart of Omega ratio for IUIS.L, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.001.271.42
The chart of Calmar ratio for IUIS.L, currently valued at 2.44, compared to the broader market0.005.0010.0015.0020.002.441.82
The chart of Martin ratio for IUIS.L, currently valued at 6.91, compared to the broader market0.0020.0040.0060.0080.00100.00120.006.9110.21
IUIS.L
IUUS.L

The current IUIS.L Sharpe Ratio is 1.50, which is lower than the IUUS.L Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of IUIS.L and IUUS.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.50
2.44
IUIS.L
IUUS.L

Dividends

IUIS.L vs. IUUS.L - Dividend Comparison

Neither IUIS.L nor IUUS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IUIS.L vs. IUUS.L - Drawdown Comparison

The maximum IUIS.L drawdown since its inception was -42.18%, which is greater than IUUS.L's maximum drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for IUIS.L and IUUS.L. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.59%
-4.58%
IUIS.L
IUUS.L

Volatility

IUIS.L vs. IUUS.L - Volatility Comparison

The current volatility for iShares S&P 500 Industrials Sector UCITS Acc (IUIS.L) is 3.73%, while iShares S&P 500 Utilities Sector UCITS Acc (IUUS.L) has a volatility of 6.01%. This indicates that IUIS.L experiences smaller price fluctuations and is considered to be less risky than IUUS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.73%
6.01%
IUIS.L
IUUS.L
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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