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IUSE.L vs. SPLW.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

IUSE.L vs. SPLW.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 EUR Hedged UCITS ETF Acc (IUSE.L) and Invesco S&P 500 Low Volatility UCITS ETF Acc (SPLW.L). The values are adjusted to include any dividend payments, if applicable.

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IUSE.L vs. SPLW.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IUSE.L
iShares S&P 500 EUR Hedged UCITS ETF Acc
-4.73%14.95%23.20%23.05%-21.17%8.96%
SPLW.L
Invesco S&P 500 Low Volatility UCITS ETF Acc
3.84%-7.63%20.95%-3.48%1.65%15.06%
Different Trading Currencies

IUSE.L is traded in EUR, while SPLW.L is traded in USD. To make them comparable, the SPLW.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IUSE.L achieves a -4.73% return, which is significantly lower than SPLW.L's 3.84% return.


IUSE.L

1D
2.44%
1M
-3.97%
YTD
-4.73%
6M
-2.12%
1Y
15.45%
3Y*
16.09%
5Y*
9.26%
10Y*
11.23%

SPLW.L

1D
0.72%
1M
-4.08%
YTD
3.84%
6M
2.61%
1Y
-6.69%
3Y*
5.24%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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IUSE.L vs. SPLW.L - Expense Ratio Comparison

IUSE.L has a 0.20% expense ratio, which is lower than SPLW.L's 0.25% 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

IUSE.L vs. SPLW.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSE.L
IUSE.L Risk / Return Rank: 5656
Overall Rank
IUSE.L Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IUSE.L Sortino Ratio Rank: 5151
Sortino Ratio Rank
IUSE.L Omega Ratio Rank: 5252
Omega Ratio Rank
IUSE.L Calmar Ratio Rank: 6161
Calmar Ratio Rank
IUSE.L Martin Ratio Rank: 6363
Martin Ratio Rank

SPLW.L
SPLW.L Risk / Return Rank: 1111
Overall Rank
SPLW.L Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
SPLW.L Sortino Ratio Rank: 1010
Sortino Ratio Rank
SPLW.L Omega Ratio Rank: 1111
Omega Ratio Rank
SPLW.L Calmar Ratio Rank: 1111
Calmar Ratio Rank
SPLW.L Martin Ratio Rank: 1010
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.

IUSE.L vs. SPLW.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 EUR Hedged UCITS ETF Acc (IUSE.L) and Invesco S&P 500 Low Volatility UCITS ETF Acc (SPLW.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.


IUSE.LSPLW.LDifference

Sharpe ratio

Return per unit of total volatility

0.97

-0.49

+1.46

Sortino ratio

Return per unit of downside risk

1.44

-0.56

+2.00

Omega ratio

Gain probability vs. loss probability

1.21

0.93

+0.28

Calmar ratio

Return relative to maximum drawdown

1.72

-0.70

+2.42

Martin ratio

Return relative to average drawdown

6.99

-1.03

+8.03

IUSE.L vs. SPLW.L - Sharpe Ratio Comparison

The current IUSE.L Sharpe Ratio is 0.97, which is higher than the SPLW.L Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of IUSE.L and SPLW.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IUSE.LSPLW.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

-0.49

+1.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.45

+0.28

Correlation

The correlation between IUSE.L and SPLW.L is 0.34, 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.


Dividends

IUSE.L vs. SPLW.L - Dividend Comparison

Neither IUSE.L nor SPLW.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

IUSE.L vs. SPLW.L - Drawdown Comparison

The maximum IUSE.L drawdown since its inception was -34.75%, which is greater than SPLW.L's maximum drawdown of -16.28%. Use the drawdown chart below to compare losses from any high point for IUSE.L and SPLW.L.


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Drawdown Indicators


IUSE.LSPLW.LDifference

Max Drawdown

Largest peak-to-trough decline

-34.75%

-17.23%

-17.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.60%

-9.44%

-2.16%

Max Drawdown (5Y)

Largest decline over 5 years

-26.23%

Max Drawdown (10Y)

Largest decline over 10 years

-34.75%

Current Drawdown

Current decline from peak

-5.90%

-5.08%

-0.82%

Average Drawdown

Average peak-to-trough decline

-4.35%

-5.08%

+0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

2.89%

-0.76%

Volatility

IUSE.L vs. SPLW.L - Volatility Comparison

iShares S&P 500 EUR Hedged UCITS ETF Acc (IUSE.L) has a higher volatility of 4.90% compared to Invesco S&P 500 Low Volatility UCITS ETF Acc (SPLW.L) at 4.00%. This indicates that IUSE.L's price experiences larger fluctuations and is considered to be riskier than SPLW.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSE.LSPLW.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.90%

4.00%

+0.90%

Volatility (6M)

Calculated over the trailing 6-month period

8.72%

7.74%

+0.98%

Volatility (1Y)

Calculated over the trailing 1-year period

15.87%

13.75%

+2.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.98%

13.10%

+2.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.29%

13.10%

+3.19%