IUIT.L vs. EPOL

Last updated Jun 9, 2026

IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) and EPOL (iShares MSCI Poland ETF) are both exchange-traded funds - IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while EPOL is a Europe Equities fund tracking the MSCI Poland Investable Market Index. Both are passively managed. Over the past 10 years, IUIT.L returned 25.94%/yr vs 11.52%/yr for EPOL. At a 0.32 correlation, their price movements are largely independent. IUIT.L charges 0.15%/yr vs 0.61%/yr for EPOL.

Performance

IUIT.L vs. EPOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and iShares MSCI Poland ETF (EPOL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IUIT.L achieves a 18.82% return, which is significantly higher than EPOL's 11.99% return. Over the past 10 years, IUIT.L has outperformed EPOL with an annualized return of 25.94%, while EPOL has yielded a comparatively lower 11.52% annualized return.

IUIT.L

• 1D: -0.20%
• 1M: 3.97%
• YTD: 18.82%
• 6M: 17.07%
• 1Y: 46.28%
• 3Y*: 33.11%
• 5Y*: 23.20%
• 10Y*: 25.94%

EPOL

• 1D: 1.31%
• 1M: 0.97%
• YTD: 11.99%
• 6M: 21.57%
• 1Y: 40.69%
• 3Y*: 34.12%
• 5Y*: 15.89%
• 10Y*: 11.52%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IUIT.L vs. EPOL - 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	18.82%	22.93%	38.51%	59.45%	-29.15%	34.09%	43.14%	48.83%	-1.41%	37.94%
EPOL iShares MSCI Poland ETF	11.99%	77.34%	-2.61%	50.70%	-24.62%	12.21%	-8.38%	-6.13%	-13.76%	52.43%

Correlation

The correlation between IUIT.L and EPOL is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.31
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015	0.32

IUIT.L vs. EPOL - Sectors Allocation Comparison

Sectors	IUIT.L	EPOL
Technology	99.6%	1.9%
Energy	0.1%	14.6%
Industrials	0.0%	1.7%
Basic Materials	-	6.6%
Communication Services	-	6.3%
Consumer Cyclical	-	12.4%
Consumer Defensive	-	5.5%
Financial Services	-	45.6%
Healthcare	-	0.3%
Real Estate	-	-
Utilities	-	5.1%

Return for Risk

IUIT.L vs. EPOL — Risk / Return Rank

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

IUIT.L

IUIT.L Risk / Return Rank: 66
IUIT.L Sharpe Ratio Rank: 77
IUIT.L Sortino Ratio Rank: 74
IUIT.L Omega Ratio Rank: 68
IUIT.L Calmar Ratio Rank: 60
IUIT.L Martin Ratio Rank: 52

EPOL

EPOL Risk / Return Rank: 61
EPOL Sharpe Ratio Rank: 57
EPOL Sortino Ratio Rank: 57
EPOL Omega Ratio Rank: 52
EPOL Calmar Ratio Rank: 79
EPOL Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUIT.L vs. EPOL - 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 iShares MSCI Poland ETF (EPOL). 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.

	IUIT.L	EPOL	Difference
Sharpe ratio: Return per unit of total volatility	2.24	1.75	+0.49
Sortino ratio: Return per unit of downside risk	2.99	2.45	+0.54
Omega ratio: Gain probability vs. loss probability	1.37	1.29	+0.07
Calmar ratio: Return relative to maximum drawdown	2.70	3.70	-1.00
Martin ratio: Return relative to average drawdown	7.98	10.10	-2.12
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IUIT.L vs. EPOL - Sharpe Ratio Comparison

The current IUIT.L Sharpe Ratio is 2.24, which is comparable to the EPOL Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of IUIT.L and EPOL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IUIT.L	EPOL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.24	1.75	+0.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.98	0.55	+0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.17	0.42	+0.75
Sharpe Ratio (All Time) Calculated using the full available price history	1.10	0.21	+0.89

Drawdowns

IUIT.L vs. EPOL - Drawdown Comparison

The maximum IUIT.L drawdown since its inception was -33.46%, smaller than the maximum EPOL drawdown of -63.72%. Use the drawdown chart below to compare losses from any high point for IUIT.L and EPOL.

Drawdown Indicators

	IUIT.L	EPOL	Difference
Max Drawdown Largest peak-to-trough decline	-33.46%	-63.72%	+30.26%
Max Drawdown (1Y) Largest decline over 1 year	-17.03%	-11.04%	-5.99%
Max Drawdown (3Y) Largest decline over 3 years	-26.40%	-21.81%	-4.59%
Max Drawdown (5Y) Largest decline over 5 years	-33.46%	-54.21%	+20.75%
Max Drawdown (10Y) Largest decline over 10 years	-33.46%	-61.41%	+27.95%
Current Drawdown Current decline from peak	-6.46%	-3.03%	-3.43%
Average Drawdown Average peak-to-trough decline	-5.89%	-26.88%	+20.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.78%	4.04%	+1.74%

Volatility

IUIT.L vs. EPOL - Volatility Comparison

iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 8.10% compared to iShares MSCI Poland ETF (EPOL) at 7.44%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than EPOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IUIT.L	EPOL	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.10%	7.44%	+0.66%
Volatility (6M) Calculated over the trailing 6-month period	15.91%	17.80%	-1.89%
Volatility (1Y) Calculated over the trailing 1-year period	20.58%	23.40%	-2.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.65%	29.11%	-5.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.22%	27.66%	-5.44%

IUIT.L vs. EPOL - Expense Ratio Comparison

IUIT.L has a 0.15% expense ratio, which is lower than EPOL's 0.61% expense ratio.

Dividends

IUIT.L vs. EPOL - Dividend Comparison

IUIT.L has not paid dividends to shareholders, while EPOL's dividend yield for the trailing twelve months is around 4.27%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPOL iShares MSCI Poland ETF	4.27%	4.78%	6.04%	2.87%	2.65%	1.33%	1.44%	2.51%	1.44%	1.88%	2.14%	2.53%
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

Can I hold both IUIT.L and EPOL in my portfolio?

IUIT.L and EPOL have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IUIT.L or EPOL?

On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IUIT.L or EPOL?

IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.61% for EPOL.

What is the main difference between IUIT.L and EPOL?

IUIT.L is categorized as Technology Equities, while EPOL is Europe Equities. IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index, while EPOL tracks MSCI Poland Investable Market Index. Their fees differ too: 0.15% for IUIT.L and 0.61% for EPOL.