IUIT.L vs. SPY5.DE
IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) and SPY5.DE (SPDR S&P 500 UCITS 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 SPY5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IUIT.L returned 26.03%/yr vs 15.14%/yr for SPY5.DE. Their correlation of 0.80 suggests significant overlap in exposure. IUIT.L charges 0.15%/yr vs 0.03%/yr for SPY5.DE.
Performance
IUIT.L vs. SPY5.DE - Performance Comparison
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Different Trading Currencies
IUIT.L is traded in USD, while SPY5.DE is traded in EUR. To make them comparable, the SPY5.DE 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 SPY5.DE's 8.25% return. Over the past 10 years, IUIT.L has outperformed SPY5.DE with an annualized return of 26.03%, while SPY5.DE has yielded a comparatively lower 15.14% annualized return.
IUIT.L
- 1D
- 2.98%
- 1M
- -1.06%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 43.37%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
SPY5.DE
- 1D
- 1.45%
- 1M
- -0.80%
- YTD
- 8.25%
- 6M
- 9.14%
- 1Y
- 25.05%
- 3Y*
- 20.72%
- 5Y*
- 13.19%
- 10Y*
- 15.14%
IUIT.L vs. SPY5.DE - 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% |
SPY5.DE SPDR S&P 500 UCITS ETF | 8.25% | 18.26% | 24.79% | 26.29% | -18.97% | 29.51% | 17.16% | 31.60% | -6.25% | 21.77% |
Correlation
The correlation between IUIT.L and SPY5.DE is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.80 |
The correlation between IUIT.L and SPY5.DE has been stable across timeframes, ranging from 0.79 to 0.82 - a consistent structural relationship.
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Return for Risk
IUIT.L vs. SPY5.DE — Risk / Return Rank
IUIT.L
SPY5.DE
IUIT.L vs. SPY5.DE - 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 SPDR S&P 500 UCITS ETF (SPY5.DE). 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 | SPY5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.82 | -0.34 |
| Martin ratioReturn relative to average drawdown | 7.17 | 11.73 | -4.56 |
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Drawdowns
IUIT.L vs. SPY5.DE - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, roughly equal to the maximum SPY5.DE drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for IUIT.L and SPY5.DE.
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Drawdown Indicators
| IUIT.L | SPY5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.46% | -34.33% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -17.03% | -8.59% | -8.44% |
Max Drawdown (3Y)Largest decline over 3 years | -26.40% | -19.50% | -6.90% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -24.33% | -9.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -34.33% | +0.87% |
Current DrawdownCurrent decline from peak | -7.68% | -2.28% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -3.73% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 2.07% | +3.84% |
Volatility
IUIT.L vs. SPY5.DE - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 8.88% compared to SPDR S&P 500 UCITS ETF (SPY5.DE) at 3.33%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than SPY5.DE 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 | SPY5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 3.33% | +5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 8.44% | +8.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 11.76% | +9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 15.93% | +7.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 16.33% | +5.93% |
IUIT.L vs. SPY5.DE - Expense Ratio Comparison
IUIT.L has a 0.15% expense ratio, which is higher than SPY5.DE's 0.03% 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. SPY5.DE - Dividend Comparison
IUIT.L has not paid dividends to shareholders, while SPY5.DE's dividend yield for the trailing twelve months is around 0.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPY5.DE SPDR S&P 500 UCITS ETF | 0.90% | 0.99% | 1.03% | 1.22% | 1.42% | 0.95% | 1.37% | 1.43% | 1.28% | 1.59% | 1.57% | 1.69% |
Frequently Asked Questions
IUIT.L and SPY5.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPY5.DE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPY5.DE is cheaper with a 0.03% expense ratio, compared with 0.15% for IUIT.L.
IUIT.L is categorized as Technology Equities, while SPY5.DE is S&P 500. IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index, while SPY5.DE tracks S&P 500 Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.15% for IUIT.L and 0.03% for SPY5.DE.
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