IUIT.L vs. VYM
Compare and contrast key facts about iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and Vanguard High Dividend Yield ETF (VYM).
IUIT.L and VYM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006. Both IUIT.L and VYM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUIT.L or VYM.
Key characteristics
| IUIT.L | VYM | |
|---|---|---|
| YTD Return | 5.45% | 4.49% |
| 1Y Return | 38.76% | 14.04% |
| 3Y Return (Ann) | 14.02% | 7.07% |
| 5Y Return (Ann) | 21.80% | 9.14% |
| Sharpe Ratio | 2.01 | 1.11 |
| Daily Std Dev | 19.09% | 10.84% |
| Max Drawdown | -33.46% | -56.98% |
| Current Drawdown | -7.87% | -4.13% |
Correlation
The correlation between IUIT.L and VYM is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IUIT.L vs. VYM - Performance Comparison
In the year-to-date period, IUIT.L achieves a 5.45% return, which is significantly higher than VYM's 4.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUIT.L vs. VYM - Expense Ratio Comparison
IUIT.L has a 0.15% expense ratio, which is higher than VYM's 0.06% 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%.
Risk-Adjusted Performance
IUIT.L vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) and Vanguard High Dividend Yield ETF (VYM). 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.
Dividends
IUIT.L vs. VYM - Dividend Comparison
IUIT.L has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VYM Vanguard High Dividend Yield ETF | 2.95% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
IUIT.L vs. VYM - Drawdown Comparison
The maximum IUIT.L drawdown since its inception was -33.46%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for IUIT.L and VYM. For additional features, visit the drawdowns tool.
Volatility
IUIT.L vs. VYM - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a higher volatility of 6.67% compared to Vanguard High Dividend Yield ETF (VYM) at 3.15%. This indicates that IUIT.L's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.