IUIT.L vs. IBTM.L
IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) and IBTM.L (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) are both exchange-traded funds - IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while IBTM.L is a Government Bonds fund tracking the ICE U.S. Treasury 7-10 Year Bond Index. Both are passively managed. Over the past 10 years, IUIT.L returned 26.03%/yr vs 0.65%/yr for IBTM.L. At a correlation of -0.15, they often move in opposite directions. IUIT.L charges 0.15%/yr vs 0.07%/yr for IBTM.L.
Performance
IUIT.L vs. IBTM.L - Performance Comparison
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Different Trading Currencies
IUIT.L is traded in USD, while IBTM.L is traded in GBP. To make them comparable, the IBTM.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 IBTM.L's -0.89% return. Over the past 10 years, IUIT.L has outperformed IBTM.L with an annualized return of 26.03%, while IBTM.L has yielded a comparatively lower 0.65% annualized return.
IUIT.L
- 1D
- 2.98%
- 1M
- 1.46%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 42.46%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
IBTM.L
- 1D
- -0.43%
- 1M
- 0.17%
- YTD
- -0.89%
- 6M
- -0.39%
- 1Y
- 3.30%
- 3Y*
- 2.85%
- 5Y*
- -1.11%
- 10Y*
- 0.65%
IUIT.L vs. IBTM.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% |
IBTM.L iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | -0.89% | 8.50% | -0.23% | 2.90% | -14.92% | -2.66% | 9.27% | 9.73% | 0.47% | 2.43% |
Correlation
The correlation between IUIT.L and IBTM.L is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | -0.15 |
The correlation between IUIT.L and IBTM.L shifts across timeframes, from -0.15 (all time) to -0.01 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUIT.L vs. IBTM.L — Risk / Return Rank
IUIT.L
IBTM.L
IUIT.L vs. IBTM.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 iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.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 | IBTM.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.10 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 0.79 | +1.69 |
| Martin ratioReturn relative to average drawdown | 7.17 | 2.26 | +4.91 |
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Drawdowns
IUIT.L vs. IBTM.L - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, smaller than the maximum IBTM.L drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for IUIT.L and IBTM.L.
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Drawdown Indicators
| IUIT.L | IBTM.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.46% | -53.26% | +19.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.03% | -4.18% | -12.85% |
Max Drawdown (3Y)Largest decline over 3 years | -26.40% | -7.61% | -18.79% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -21.13% | -12.33% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -23.64% | -9.82% |
Current DrawdownCurrent decline from peak | -7.68% | -20.74% | +13.06% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -29.38% | +23.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 1.46% | +4.45% |
Volatility
IUIT.L vs. IBTM.L - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 8.88% compared to iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.L) at 1.97%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than IBTM.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 | IBTM.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 1.97% | +6.91% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 4.20% | +12.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 5.76% | +15.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 8.51% | +15.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 7.83% | +14.43% |
IUIT.L vs. IBTM.L - Expense Ratio Comparison
IUIT.L has a 0.15% expense ratio, which is higher than IBTM.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUIT.L vs. IBTM.L - Dividend Comparison
IUIT.L has not paid dividends to shareholders, while IBTM.L's dividend yield for the trailing twelve months is around 4.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTM.L iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 4.36% | 4.19% | 3.94% | 3.16% | 1.96% | 1.14% | 1.69% | 2.53% | 2.34% | 2.02% | 1.79% | 1.97% |
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 IBTM.L have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBTM.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTM.L is cheaper with a 0.07% expense ratio, compared with 0.15% for IUIT.L.
IUIT.L is categorized as Technology Equities, while IBTM.L is Government Bonds. IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index, while IBTM.L tracks ICE U.S. Treasury 7-10 Year Bond Index. Their fees differ too: 0.15% for IUIT.L and 0.07% for IBTM.L.
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