IUSP.L vs. IUIT.L
Compare and contrast key facts about iShares US Property Yield UCITS ETF (IUSP.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
IUSP.L and IUIT.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit United States TR USD. It was launched on Nov 3, 2006. 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. Both IUSP.L and IUIT.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUSP.L or IUIT.L.
Key characteristics
| IUSP.L | IUIT.L | |
|---|---|---|
| YTD Return | -3.59% | 11.47% |
| 1Y Return | 6.55% | 44.56% |
| 3Y Return (Ann) | 4.39% | 17.68% |
| 5Y Return (Ann) | 3.36% | 24.45% |
| Sharpe Ratio | 0.38 | 2.33 |
| Daily Std Dev | 16.86% | 19.27% |
| Max Drawdown | -62.62% | -33.46% |
| Current Drawdown | -14.34% | -2.61% |
Correlation
The correlation between IUSP.L and IUIT.L is 0.38, 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
IUSP.L vs. IUIT.L - Performance Comparison
In the year-to-date period, IUSP.L achieves a -3.59% return, which is significantly lower than IUIT.L's 11.47% 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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IUSP.L vs. IUIT.L - Expense Ratio Comparison
IUSP.L has a 0.40% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Risk-Adjusted Performance
IUSP.L vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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.
Dividends
IUSP.L vs. IUIT.L - Dividend Comparison
IUSP.L's dividend yield for the trailing twelve months is around 0.04%, while IUIT.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSP.L iShares US Property Yield UCITS ETF | 0.04% | 0.04% | 0.05% | 0.03% | 0.04% | 0.04% | 0.06% | 0.04% | 0.04% | 0.04% | 0.04% | 0.05% |
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% |
Drawdowns
IUSP.L vs. IUIT.L - Drawdown Comparison
The maximum IUSP.L drawdown since its inception was -62.62%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for IUSP.L and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
IUSP.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IUSP.L) is 4.95%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.64%. This indicates that IUSP.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.