IUIT.L vs. BT-A.L
IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) is Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while BT-A.L (BT Group plc) is a stock. Over the past 10 years, IUIT.L returned 26.03%/yr vs -2.18%/yr for BT-A.L. At a 0.19 correlation, their price movements are largely independent.
Performance
IUIT.L vs. BT-A.L - Performance Comparison
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Different Trading Currencies
IUIT.L is traded in USD, while BT-A.L is traded in GBp. To make them comparable, the BT-A.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUIT.L achieves a 17.28% return, which is significantly higher than BT-A.L's 13.31% return. Over the past 10 years, IUIT.L has outperformed BT-A.L with an annualized return of 26.03%, while BT-A.L has yielded a comparatively lower -2.18% annualized return.
IUIT.L
- 1D
- 2.98%
- 1M
- 0.18%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 43.37%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
BT-A.L
- 1D
- 1.49%
- 1M
- -10.71%
- YTD
- 13.31%
- 6M
- 17.92%
- 1Y
- 17.13%
- 3Y*
- 23.12%
- 5Y*
- 5.53%
- 10Y*
- -2.18%
IUIT.L vs. BT-A.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.28% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -1.41% | 37.94% |
BT-A.L BT Group plc | 13.31% | 43.14% | 21.63% | 23.91% | -37.69% | 28.79% | -29.17% | -8.63% | -11.85% | -14.56% |
Correlation
The correlation between IUIT.L and BT-A.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.19 |
The correlation between IUIT.L and BT-A.L shifts across timeframes, from -0.02 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUIT.L vs. BT-A.L — Risk / Return Rank
IUIT.L
BT-A.L
IUIT.L vs. BT-A.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and BT Group plc (BT-A.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUIT.L | BT-A.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.12 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 0.71 | +1.78 |
| Martin ratioReturn relative to average drawdown | 7.17 | 1.42 | +5.74 |
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Drawdowns
IUIT.L vs. BT-A.L - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, smaller than the maximum BT-A.L drawdown of -83.54%. Use the drawdown chart below to compare losses from any high point for IUIT.L and BT-A.L.
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Drawdown Indicators
| IUIT.L | BT-A.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.46% | -83.54% | +50.08% |
Max Drawdown (1Y)Largest decline over 1 year | -17.03% | -22.31% | +5.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.40% | -24.44% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -52.51% | +19.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -75.92% | +42.46% |
Current DrawdownCurrent decline from peak | -7.68% | -39.69% | +32.01% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -45.90% | +40.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 11.07% | -5.16% |
Volatility
IUIT.L vs. BT-A.L - Volatility Comparison
The current volatility for iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) is 8.88%, while BT Group plc (BT-A.L) has a volatility of 10.37%. This indicates that IUIT.L experiences smaller price fluctuations and is considered to be less risky than BT-A.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUIT.L | BT-A.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 10.37% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 21.86% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 27.84% | -6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 31.47% | -7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 33.13% | -10.87% |
Dividends
IUIT.L vs. BT-A.L - Dividend Comparison
IUIT.L has not paid dividends to shareholders, while BT-A.L's dividend yield for the trailing twelve months is around 3.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BT-A.L BT Group plc | 3.92% | 4.46% | 5.62% | 6.23% | 6.87% | 1.36% | 0.00% | 8.00% | 6.37% | 5.67% | 3.94% | 2.73% |
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% |
Frequently Asked Questions
IUIT.L and BT-A.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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