IUIS.L vs. JEDG.L
IUIS.L (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) and JEDG.L (VanEck Space Innovators UCITS ETF) are both exchange-traded funds - IUIS.L is a S&P 500 fund tracking the S&P 500 Capped 35/20 Industrials Index, while JEDG.L is a Industrials Equities fund tracking the MSCI World/Materials NR USD. Both are passively managed. Over the past 3 years, IUIS.L returned 21.90%/yr vs 70.12%/yr for JEDG.L. A 0.57 correlation means they provide meaningful diversification when combined. IUIS.L charges 0.15%/yr vs 0.55%/yr for JEDG.L.
Performance
IUIS.L vs. JEDG.L - Performance Comparison
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Different Trading Currencies
IUIS.L is traded in USD, while JEDG.L is traded in GBP. To make them comparable, the JEDG.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUIS.L achieves a 12.57% return, which is significantly lower than JEDG.L's 74.47% return.
IUIS.L
- 1D
- -0.10%
- 1M
- -0.57%
- YTD
- 12.57%
- 6M
- 14.02%
- 1Y
- 23.20%
- 3Y*
- 21.90%
- 5Y*
- 12.20%
- 10Y*
- —
JEDG.L
- 1D
- 1.54%
- 1M
- 18.76%
- YTD
- 74.47%
- 6M
- 93.62%
- 1Y
- 197.78%
- 3Y*
- 70.12%
- 5Y*
- —
- 10Y*
- —
IUIS.L vs. JEDG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IUIS.L iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) | 12.57% | 19.24% | 17.42% | 17.93% | 11.04% |
JEDG.L VanEck Space Innovators UCITS ETF | 74.47% | 93.99% | 43.70% | 12.05% | -13.36% |
Correlation
The correlation between IUIS.L and JEDG.L is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2022 | 0.57 |
The correlation between IUIS.L and JEDG.L has been stable across timeframes, ranging from 0.51 to 0.57 - a consistent structural relationship.
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Return for Risk
IUIS.L vs. JEDG.L — Risk / Return Rank
IUIS.L
JEDG.L
IUIS.L vs. JEDG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.L) and VanEck Space Innovators UCITS ETF (JEDG.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.
| IUIS.L | JEDG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.57 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 8.47 | -6.26 |
| Martin ratioReturn relative to average drawdown | 8.53 | 28.03 | -19.50 |
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
| IUIS.L | JEDG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 4.60 | -3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.40 | -0.75 |
Drawdowns
IUIS.L vs. JEDG.L - Drawdown Comparison
The maximum IUIS.L drawdown since its inception was -42.18%, which is greater than JEDG.L's maximum drawdown of -27.38%. Use the drawdown chart below to compare losses from any high point for IUIS.L and JEDG.L.
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Drawdown Indicators
| IUIS.L | JEDG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.18% | -27.38% | -14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -24.52% | +14.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.59% | -25.63% | +6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | — | — |
Current DrawdownCurrent decline from peak | -0.84% | -14.03% | +13.19% |
Average DrawdownAverage peak-to-trough decline | -5.14% | -8.79% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 7.42% | -4.72% |
Volatility
IUIS.L vs. JEDG.L - Volatility Comparison
The current volatility for iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.L) is 4.96%, while VanEck Space Innovators UCITS ETF (JEDG.L) has a volatility of 19.56%. This indicates that IUIS.L experiences smaller price fluctuations and is considered to be less risky than JEDG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUIS.L | JEDG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 19.56% | -14.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 35.71% | -23.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.58% | 45.14% | -30.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 34.52% | -17.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.62% | 34.52% | -14.90% |
IUIS.L vs. JEDG.L - Expense Ratio Comparison
IUIS.L has a 0.15% expense ratio, which is lower than JEDG.L's 0.55% expense ratio.
Dividends
IUIS.L vs. JEDG.L - Dividend Comparison
Neither IUIS.L nor JEDG.L has paid dividends to shareholders.
Frequently Asked Questions
IUIS.L and JEDG.L have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIS.L is cheaper with a 0.15% expense ratio, compared with 0.55% for JEDG.L.
IUIS.L is categorized as S&P 500, while JEDG.L is Industrials Equities. IUIS.L tracks S&P 500 Capped 35/20 Industrials Index, while JEDG.L tracks MSCI World/Materials NR USD. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.15% for IUIS.L and 0.55% for JEDG.L.
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