IUIT.L vs. AAPL
Compare and contrast key facts about iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and Apple Inc. (AAPL).
IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUIT.L or AAPL.
Key characteristics
| IUIT.L | AAPL | |
|---|---|---|
| YTD Return | 5.45% | -11.95% |
| 1Y Return | 38.76% | 0.99% |
| 3Y Return (Ann) | 14.02% | 9.44% |
| 5Y Return (Ann) | 21.80% | 27.21% |
| Sharpe Ratio | 2.01 | 0.02 |
| Daily Std Dev | 19.09% | 19.69% |
| Max Drawdown | -33.46% | -81.80% |
| Current Drawdown | -7.87% | -14.43% |
Correlation
The correlation between IUIT.L and AAPL is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IUIT.L vs. AAPL - Performance Comparison
In the year-to-date period, IUIT.L achieves a 5.45% return, which is significantly higher than AAPL's -11.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IUIT.L vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and Apple Inc. (AAPL). 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
IUIT.L vs. AAPL - Dividend Comparison
IUIT.L has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc. | 0.57% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
IUIT.L vs. AAPL - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for IUIT.L and AAPL. For additional features, visit the drawdowns tool.
Volatility
IUIT.L vs. AAPL - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and Apple Inc. (AAPL) have volatilities of 6.67% and 6.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.