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.
Performance
IUIT.L vs. AAPL - Performance Comparison
Returns By Period
In the year-to-date period, IUIT.L achieves a 32.97% return, which is significantly higher than AAPL's 17.44% return.
IUIT.L
32.97%
-0.54%
15.43%
40.07%
24.65%
N/A
AAPL
17.44%
-4.15%
18.77%
19.20%
28.47%
24.21%
Key characteristics
| IUIT.L | AAPL | |
|---|---|---|
| Sharpe Ratio | 1.87 | 0.90 |
| Sortino Ratio | 2.50 | 1.44 |
| Omega Ratio | 1.33 | 1.18 |
| Calmar Ratio | 2.63 | 1.22 |
| Martin Ratio | 8.77 | 2.86 |
| Ulcer Index | 4.39% | 7.08% |
| Daily Std Dev | 20.61% | 22.50% |
| Max Drawdown | -33.46% | -81.80% |
| Current Drawdown | -2.60% | -4.75% |
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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.
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 0.44%.
| 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 | 0.44% | 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) has a higher volatility of 6.03% compared to Apple Inc (AAPL) at 4.97%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.