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IUIT.L vs. SUUS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUIT.L vs. SUUS.L - 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 USA SRI UCITS ETF USD (Acc) (SUUS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IUIT.L is traded in USD, while SUUS.L is traded in GBp. To make them comparable, the SUUS.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 18.82% return, which is significantly higher than SUUS.L's 11.98% 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%

SUUS.L

1D
0.22%
1M
1.22%
YTD
11.98%
6M
13.12%
1Y
22.55%
3Y*
16.60%
5Y*
10.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUIT.L vs. SUUS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SUUS.L
iShares MSCI USA SRI UCITS ETF USD (Acc)
11.98%11.25%13.92%23.78%-18.70%31.68%25.25%32.47%-2.94%23.22%

Correlation

The correlation between IUIT.L and SUUS.L is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.71

Correlation (3Y)
Calculated over the trailing 3-year period

0.67

Correlation (5Y)
Calculated over the trailing 5-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2016

0.74

The correlation between IUIT.L and SUUS.L has been stable across timeframes, ranging from 0.67 to 0.74 - a consistent structural relationship.

IUIT.L vs. SUUS.L - Sectors Allocation Comparison


Sectors
IUIT.L
SUUS.L

Technology

99.6%
41.6%

Energy

0.1%

-

Industrials

0.0%
8.1%

Basic Materials

-

2.5%

Communication Services

-

9.1%

Consumer Cyclical

-

9.3%

Consumer Defensive

-

5.4%

Financial Services

-

11.8%

Healthcare

-

8.6%

Real Estate

-

2.1%

Utilities

-

1.5%

Technology

IUIT.L
99.6%
SUUS.L
41.6%

Energy

IUIT.L
0.1%
SUUS.L

-

Industrials

IUIT.L
0.0%
SUUS.L
8.1%

Basic Materials

IUIT.L

-

SUUS.L
2.5%

Communication Services

IUIT.L

-

SUUS.L
9.1%

Consumer Cyclical

IUIT.L

-

SUUS.L
9.3%

Consumer Defensive

IUIT.L

-

SUUS.L
5.4%

Financial Services

IUIT.L

-

SUUS.L
11.8%

Healthcare

IUIT.L

-

SUUS.L
8.6%

Real Estate

IUIT.L

-

SUUS.L
2.1%

Utilities

IUIT.L

-

SUUS.L
1.5%

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Return for Risk

IUIT.L vs. SUUS.L — 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: 6666
Overall Rank
IUIT.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IUIT.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
IUIT.L Omega Ratio Rank: 6868
Omega Ratio Rank
IUIT.L Calmar Ratio Rank: 6060
Calmar Ratio Rank
IUIT.L Martin Ratio Rank: 5252
Martin Ratio Rank

SUUS.L
SUUS.L Risk / Return Rank: 7171
Overall Rank
SUUS.L Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SUUS.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
SUUS.L Omega Ratio Rank: 6969
Omega Ratio Rank
SUUS.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
SUUS.L Martin Ratio Rank: 6868
Martin Ratio Rank
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. SUUS.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 MSCI USA SRI UCITS ETF USD (Acc) (SUUS.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.


IUIT.LSUUS.LDifference
Sharpe ratioReturn per unit of total volatility

+0.42

Sortino ratioReturn per unit of downside risk

+0.29

Omega ratioGain probability vs. loss probability

1.37

1.32

+0.05

Calmar ratioReturn relative to maximum drawdown

2.70

2.51

+0.19

Martin ratioReturn relative to average drawdown

7.98

9.76

-1.78

IUIT.L vs. SUUS.L - Sharpe Ratio Comparison

The current IUIT.L Sharpe Ratio is 2.24, which is comparable to the SUUS.L Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of IUIT.L and SUUS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IUIT.LSUUS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

1.82

+0.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.51

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.17

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.57

+0.53

Drawdowns

IUIT.L vs. SUUS.L - Drawdown Comparison

The maximum IUIT.L drawdown since its inception was -33.46%, roughly equal to the maximum SUUS.L drawdown of -32.59%. Use the drawdown chart below to compare losses from any high point for IUIT.L and SUUS.L.


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Drawdown Indicators


IUIT.LSUUS.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.46%

-32.59%

-0.87%

Max Drawdown (1Y)

Largest decline over 1 year

-17.03%

-8.93%

-8.10%

Max Drawdown (3Y)

Largest decline over 3 years

-26.40%

-19.94%

-6.46%

Max Drawdown (5Y)

Largest decline over 5 years

-33.46%

-26.32%

-7.14%

Max Drawdown (10Y)

Largest decline over 10 years

-33.46%

Current Drawdown

Current decline from peak

-6.46%

-1.67%

-4.79%

Average Drawdown

Average peak-to-trough decline

-5.89%

-7.50%

+1.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.78%

2.31%

+3.47%

Volatility

IUIT.L vs. SUUS.L - Volatility Comparison

iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 8.10% compared to iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) at 4.02%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than SUUS.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.LSUUS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.10%

4.02%

+4.08%

Volatility (6M)

Calculated over the trailing 6-month period

15.91%

9.44%

+6.47%

Volatility (1Y)

Calculated over the trailing 1-year period

20.58%

12.34%

+8.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.65%

21.13%

+2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.22%

20.61%

+1.61%

IUIT.L vs. SUUS.L - Expense Ratio Comparison

IUIT.L has a 0.15% expense ratio, which is lower than SUUS.L's 0.20% expense ratio. Despite the difference, 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. SUUS.L - Dividend Comparison

Neither IUIT.L nor SUUS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IUIT.L and SUUS.L have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.20% for SUUS.L.

IUIT.L is categorized as Technology Equities, while SUUS.L is Large Cap Blend Equities. IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index, while SUUS.L tracks Russell 1000 TR USD. Their fees differ too: 0.15% for IUIT.L and 0.20% for SUUS.L.

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