IWVU.L vs. IUIT.L
IWVU.L (iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - IWVU.L is a Global Equities fund tracking the iShares Edge MSCI World Value Factor UCITS ETF USD (Dist), while IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, IWVU.L returned 16.33%/yr vs 21.03%/yr for IUIT.L. A 0.65 correlation means they provide meaningful diversification when combined. IWVU.L charges 0.30%/yr vs 0.15%/yr for IUIT.L.
Performance
IWVU.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, IWVU.L achieves a 28.22% return, which is significantly higher than IUIT.L's 17.06% return.
IWVU.L
- 1D
- -0.53%
- 1M
- -4.95%
- 6M
- 24.05%
- YTD
- 28.22%
- 1Y
- 55.13%
- 3Y*
- 26.33%
- 5Y*
- 16.33%
- 10Y*
- —
IUIT.L
- 1D
- -0.78%
- 1M
- -2.95%
- 6M
- 19.62%
- YTD
- 17.06%
- 1Y
- 31.65%
- 3Y*
- 29.24%
- 5Y*
- 21.03%
- 10Y*
- 25.50%
IWVU.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IWVU.L iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) | 28.22% | 40.59% | 4.85% | 19.74% | -9.88% | 20.13% | -3.59% | 18.01% | -15.78% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.06% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -8.47% |
Correlation
The correlation between IWVU.L and IUIT.L is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2018 | 0.65 |
The correlation between IWVU.L and IUIT.L shifts across timeframes, from 0.54 (3 years) to 0.65 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IWVU.L vs. IUIT.L — Risk / Return Rank
IWVU.L
IUIT.L
IWVU.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) (IWVU.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IWVU.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.58 | 1.25 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 6.52 | 1.85 | +4.67 |
| Martin ratioReturn relative to average drawdown | 22.24 | 4.97 | +17.27 |
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Drawdowns
IWVU.L vs. IUIT.L - Drawdown Comparison
The maximum IWVU.L drawdown since its inception was -36.21%, 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 IWVU.L and IUIT.L.
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Drawdown Indicators
| IWVU.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -33.46% | -2.75% |
Max Drawdown (1Y)Largest decline over 1 year | -8.56% | -17.03% | +8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -14.45% | -26.40% | +11.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -33.46% | +6.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -5.33% | -7.85% | +2.52% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -5.91% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 6.35% | -3.83% |
Volatility
IWVU.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) (IWVU.L) is 6.26%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.15%. This indicates that IWVU.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.
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Volatility by Period
| IWVU.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 7.15% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 14.94% | 17.59% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.06% | 22.08% | -5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 23.96% | -7.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.91% | 22.32% | -4.41% |
IWVU.L vs. IUIT.L - Expense Ratio Comparison
IWVU.L has a 0.30% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Dividends
IWVU.L vs. IUIT.L - Dividend Comparison
IWVU.L's dividend yield for the trailing twelve months is around 1.92%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
IWVU.L iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) | 1.92% | 2.50% | 3.17% | 3.23% | 3.17% | 2.63% | 2.25% | 2.83% | 2.51% |
Frequently Asked Questions
IWVU.L and IUIT.L have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.30% for IWVU.L.
IWVU.L is categorized as Global Equities, while IUIT.L is Technology Equities. IWVU.L tracks iShares Edge MSCI World Value Factor UCITS ETF USD (Dist), while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.30% for IWVU.L and 0.15% for IUIT.L.
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