IUSU.L vs. IGLN.L
IUSU.L (iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF) and IGLN.L (iShares Physical Gold ETC) are both exchange-traded funds - IUSU.L is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities, while IGLN.L is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 5 years, IUSU.L returned 9.60%/yr vs 19.72%/yr for IGLN.L. At a 0.15 correlation, their price movements are largely independent. IUSU.L charges 0.15%/yr vs 0.25%/yr for IGLN.L.
Performance
IUSU.L vs. IGLN.L - Performance Comparison
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Different Trading Currencies
IUSU.L is traded in GBp, while IGLN.L is traded in USD. To make them comparable, the IGLN.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSU.L achieves a 1.75% return, which is significantly lower than IGLN.L's 3.39% return.
IUSU.L
- 1D
- -2.12%
- 1M
- -5.89%
- YTD
- 1.75%
- 6M
- -0.56%
- 1Y
- 9.56%
- 3Y*
- 9.72%
- 5Y*
- 9.60%
- 10Y*
- —
IGLN.L
- 1D
- 0.00%
- 1M
- -2.15%
- YTD
- 3.39%
- 6M
- 4.55%
- 1Y
- 32.71%
- 3Y*
- 27.94%
- 5Y*
- 19.72%
- 10Y*
- 14.18%
IUSU.L vs. IGLN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSU.L iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF | 1.75% | 7.65% | 25.08% | -13.15% | 14.26% | 19.91% | -4.85% | 21.27% | 9.03% | -4.03% |
IGLN.L iShares Physical Gold ETC | 4.12% | 53.17% | 28.35% | 7.77% | 11.79% | -3.12% | 20.51% | 13.78% | 4.54% | -4.34% |
Correlation
The correlation between IUSU.L and IGLN.L is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2017 | 0.15 |
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Return for Risk
IUSU.L vs. IGLN.L — Risk / Return Rank
IUSU.L
IGLN.L
IUSU.L vs. IGLN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) and iShares Physical Gold ETC (IGLN.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.
| IUSU.L | IGLN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.86 | -0.86 |
| Martin ratioReturn relative to average drawdown | 2.13 | 4.95 | -2.82 |
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
| IUSU.L | IGLN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.35 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 1.17 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.52 | -0.10 |
Drawdowns
IUSU.L vs. IGLN.L - Drawdown Comparison
The maximum IUSU.L drawdown since its inception was -29.89%, smaller than the maximum IGLN.L drawdown of -41.86%. Use the drawdown chart below to compare losses from any high point for IUSU.L and IGLN.L.
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Drawdown Indicators
| IUSU.L | IGLN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.89% | -41.86% | +11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -17.53% | +8.02% |
Max Drawdown (3Y)Largest decline over 3 years | -13.82% | -17.53% | +3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -29.89% | -17.53% | -12.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.37% | — |
Current DrawdownCurrent decline from peak | -9.06% | -16.35% | +7.29% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -14.94% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 6.59% | -2.12% |
Volatility
IUSU.L vs. IGLN.L - Volatility Comparison
The current volatility for iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) is 5.31%, while iShares Physical Gold ETC (IGLN.L) has a volatility of 5.98%. This indicates that IUSU.L experiences smaller price fluctuations and is considered to be less risky than IGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSU.L | IGLN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 5.98% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 21.12% | -8.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 24.08% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.69% | 16.81% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 16.35% | +1.93% |
IUSU.L vs. IGLN.L - Expense Ratio Comparison
IUSU.L has a 0.15% expense ratio, which is lower than IGLN.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%.
Dividends
IUSU.L vs. IGLN.L - Dividend Comparison
Neither IUSU.L nor IGLN.L has paid dividends to shareholders.
Frequently Asked Questions
IUSU.L and IGLN.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSU.L is cheaper with a 0.15% expense ratio, compared with 0.25% for IGLN.L.
IUSU.L is categorized as Utilities Equities, while IGLN.L is Gold. IUSU.L tracks S&P 500 Capped 35/20 Utilities, while IGLN.L tracks LBMA Gold Price. Their fees differ too: 0.15% for IUSU.L and 0.25% for IGLN.L.
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