IUMS.L vs. SPED.L
Compare and contrast key facts about iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IUMS.L) and Invesco S&P 500 Equal Weight UCITS ETF Dist (SPED.L).
IUMS.L and SPED.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUMS.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Materials Index NTR. It was launched on Mar 20, 2017. SPED.L is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Net Total Return. It was launched on Apr 6, 2021. Both IUMS.L and SPED.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUMS.L vs. SPED.L - Performance Comparison
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IUMS.L vs. SPED.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUMS.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 10.41% | 10.90% | -0.92% | 12.41% | -11.90% | 10.13% |
SPED.L Invesco S&P 500 Equal Weight UCITS ETF Dist | 0.30% | 11.67% | 12.37% | 13.50% | -12.03% | 11.48% |
Returns By Period
In the year-to-date period, IUMS.L achieves a 10.41% return, which is significantly higher than SPED.L's 0.30% return.
IUMS.L
- 1D
- 2.14%
- 1M
- -4.55%
- YTD
- 10.41%
- 6M
- 13.13%
- 1Y
- 18.89%
- 3Y*
- 9.67%
- 5Y*
- 6.77%
- 10Y*
- —
SPED.L
- 1D
- 1.74%
- 1M
- -4.83%
- YTD
- 0.30%
- 6M
- 2.32%
- 1Y
- 13.03%
- 3Y*
- 11.83%
- 5Y*
- —
- 10Y*
- —
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IUMS.L vs. SPED.L - Expense Ratio Comparison
IUMS.L has a 0.15% expense ratio, which is lower than SPED.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%.
Return for Risk
IUMS.L vs. SPED.L — Risk / Return Rank
IUMS.L
SPED.L
IUMS.L vs. SPED.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IUMS.L) and Invesco S&P 500 Equal Weight UCITS ETF Dist (SPED.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.
| IUMS.L | SPED.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.85 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.25 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.32 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.93 | 5.72 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUMS.L | SPED.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.85 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.50 | -0.03 |
Correlation
The correlation between IUMS.L and SPED.L is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IUMS.L vs. SPED.L - Dividend Comparison
IUMS.L has not paid dividends to shareholders, while SPED.L's dividend yield for the trailing twelve months is around 1.39%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUMS.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPED.L Invesco S&P 500 Equal Weight UCITS ETF Dist | 1.39% | 1.36% | 1.39% | 1.46% | 1.51% | 0.74% |
Drawdowns
IUMS.L vs. SPED.L - Drawdown Comparison
The maximum IUMS.L drawdown since its inception was -35.81%, which is greater than SPED.L's maximum drawdown of -20.80%. Use the drawdown chart below to compare losses from any high point for IUMS.L and SPED.L.
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Drawdown Indicators
| IUMS.L | SPED.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.81% | -20.80% | -15.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -12.66% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | — | — |
Current DrawdownCurrent decline from peak | -5.24% | -5.12% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -5.12% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 2.15% | +1.57% |
Volatility
IUMS.L vs. SPED.L - Volatility Comparison
iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IUMS.L) has a higher volatility of 7.07% compared to Invesco S&P 500 Equal Weight UCITS ETF Dist (SPED.L) at 4.04%. This indicates that IUMS.L's price experiences larger fluctuations and is considered to be riskier than SPED.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUMS.L | SPED.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 4.04% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 7.56% | +4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 15.31% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 17.76% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 17.76% | +2.34% |