IUIT.L vs. SXR8.DE
IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while SXR8.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 15.23%/yr for SXR8.DE. Their correlation of 0.80 suggests significant overlap in exposure. IUIT.L charges 0.15%/yr vs 0.07%/yr for SXR8.DE.
Performance
IUIT.L vs. SXR8.DE - Performance Comparison
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Different Trading Currencies
IUIT.L is traded in USD, while SXR8.DE is traded in EUR. To make them comparable, the SXR8.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 SXR8.DE's 8.26% return. Over the past 10 years, IUIT.L has outperformed SXR8.DE with an annualized return of 26.03%, while SXR8.DE has yielded a comparatively lower 15.23% 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%
SXR8.DE
- 1D
- 1.45%
- 1M
- -0.79%
- YTD
- 8.26%
- 6M
- 9.37%
- 1Y
- 25.07%
- 3Y*
- 20.71%
- 5Y*
- 13.20%
- 10Y*
- 15.23%
IUIT.L vs. SXR8.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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 8.26% | 18.24% | 24.75% | 26.34% | -19.03% | 29.64% | 17.24% | 31.65% | -5.70% | 21.76% |
Correlation
The correlation between IUIT.L and SXR8.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
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 SXR8.DE has been stable across timeframes, ranging from 0.78 to 0.82 - a consistent structural relationship.
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Return for Risk
IUIT.L vs. SXR8.DE — Risk / Return Rank
IUIT.L
SXR8.DE
IUIT.L vs. SXR8.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 iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.83 | -0.35 |
| Martin ratioReturn relative to average drawdown | 7.17 | 11.70 | -4.53 |
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Drawdowns
IUIT.L vs. SXR8.DE - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, roughly equal to the maximum SXR8.DE drawdown of -34.26%. Use the drawdown chart below to compare losses from any high point for IUIT.L and SXR8.DE.
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Drawdown Indicators
| IUIT.L | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.46% | -34.26% | +0.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.03% | -8.57% | -8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -26.40% | -19.47% | -6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -24.36% | -9.10% |
Max Drawdown (10Y)Largest decline over 10 years | -33.46% | -34.26% | +0.80% |
Current DrawdownCurrent decline from peak | -7.68% | -2.26% | -5.42% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -5.49% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 2.08% | +3.83% |
Volatility
IUIT.L vs. SXR8.DE - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 8.88% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 3.34%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than SXR8.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 | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.88% | 3.34% | +5.54% |
Volatility (6M)Calculated over the trailing 6-month period | 16.62% | 8.46% | +8.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 11.81% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 15.91% | +7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 16.34% | +5.92% |
IUIT.L vs. SXR8.DE - Expense Ratio Comparison
IUIT.L has a 0.15% expense ratio, which is higher than SXR8.DE'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. SXR8.DE - Dividend Comparison
Neither IUIT.L nor SXR8.DE has paid dividends to shareholders.
Frequently Asked Questions
IUIT.L and SXR8.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for IUIT.L.
IUIT.L is categorized as Technology Equities, while SXR8.DE is S&P 500. IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.15% for IUIT.L and 0.07% for SXR8.DE.
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