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IYW vs. IITU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IYW vs. IITU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Technology ETF (IYW) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IYW is traded in USD, while IITU.L is traded in GBp. To make them comparable, the IITU.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IYW achieves a 20.86% return, which is significantly higher than IITU.L's 18.75% return. Both investments have delivered pretty close results over the past 10 years, with IYW having a 25.22% annualized return and IITU.L not far ahead at 25.85%.


IYW

1D
-5.92%
1M
3.93%
YTD
20.86%
6M
18.95%
1Y
49.32%
3Y*
32.37%
5Y*
21.27%
10Y*
25.22%

IITU.L

1D
-3.42%
1M
6.84%
YTD
18.75%
6M
18.13%
1Y
45.51%
3Y*
33.37%
5Y*
23.32%
10Y*
25.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IYW vs. IITU.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IYW
iShares U.S. Technology ETF
20.86%25.38%30.25%65.44%-34.83%35.44%47.45%46.64%-0.93%36.60%
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
18.75%23.07%38.50%58.65%-29.11%34.44%42.58%49.99%-1.62%37.53%

Correlation

The correlation between IYW and IITU.L is 0.76, 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

0.76

Correlation (3Y)
Calculated over the trailing 3-year period

0.69

Correlation (5Y)
Calculated over the trailing 5-year period

0.68

Correlation (10Y)
Calculated over the trailing 10-year period

0.64

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2015

0.64

The correlation between IYW and IITU.L shifts across timeframes, from 0.64 (all time) to 0.76 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

IYW vs. IITU.L — Risk / Return Rank

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

IYW
IYW Risk / Return Rank: 6464
Overall Rank
IYW Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IYW Sortino Ratio Rank: 6464
Sortino Ratio Rank
IYW Omega Ratio Rank: 6868
Omega Ratio Rank
IYW Calmar Ratio Rank: 5757
Calmar Ratio Rank
IYW Martin Ratio Rank: 5454
Martin Ratio Rank

IITU.L
IITU.L Risk / Return Rank: 6868
Overall Rank
IITU.L Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IITU.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
IITU.L Omega Ratio Rank: 7373
Omega Ratio Rank
IITU.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
IITU.L Martin Ratio Rank: 4747
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.

IYW vs. IITU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Technology ETF (IYW) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.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.


IYWIITU.LDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

1.40

1.36

+0.04

Calmar ratioReturn relative to maximum drawdown

2.78

2.70

+0.09

Martin ratioReturn relative to average drawdown

9.08

8.10

+0.98

IYW vs. IITU.L - Sharpe Ratio Comparison

The current IYW Sharpe Ratio is 2.36, which is comparable to the IITU.L Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of IYW and IITU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IYWIITU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

2.23

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.86

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.01

1.08

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.75

-0.41

Drawdowns

IYW vs. IITU.L - Drawdown Comparison

The maximum IYW drawdown since its inception was -81.90%, which is greater than IITU.L's maximum drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for IYW and IITU.L.


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Drawdown Indicators


IYWIITU.LDifference

Max Drawdown

Largest peak-to-trough decline

-81.90%

-43.85%

-38.05%

Max Drawdown (1Y)

Largest decline over 1 year

-17.81%

-16.80%

-1.01%

Max Drawdown (3Y)

Largest decline over 3 years

-26.47%

-26.42%

-0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-39.44%

-34.22%

-5.22%

Max Drawdown (10Y)

Largest decline over 10 years

-39.44%

-34.22%

-5.22%

Current Drawdown

Current decline from peak

-7.19%

-6.51%

-0.68%

Average Drawdown

Average peak-to-trough decline

-34.65%

-10.62%

-24.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.45%

5.60%

-0.15%

Volatility

IYW vs. IITU.L - Volatility Comparison

iShares U.S. Technology ETF (IYW) has a higher volatility of 8.75% compared to iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) at 7.83%. This indicates that IYW's price experiences larger fluctuations and is considered to be riskier than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IYWIITU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.75%

7.83%

+0.92%

Volatility (6M)

Calculated over the trailing 6-month period

17.04%

15.52%

+1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

20.98%

20.37%

+0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.99%

27.15%

-1.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.16%

24.13%

+1.03%

IYW vs. IITU.L - Expense Ratio Comparison

IYW has a 0.38% expense ratio, which is higher than IITU.L's 0.15% expense ratio.


Dividends

IYW vs. IITU.L - Dividend Comparison

IYW's dividend yield for the trailing twelve months is around 0.11%, while IITU.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IITU.L
iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IYW
iShares U.S. Technology ETF
0.11%0.14%0.21%0.34%0.50%0.31%0.56%0.72%0.92%0.82%1.14%1.12%

Frequently Asked Questions


IYW and IITU.L have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IITU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IITU.L is cheaper with a 0.15% expense ratio, compared with 0.38% for IYW.

IYW tracks Russell 1000 Technology RIC 22.5/45 Capped Index, while IITU.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.38% for IYW and 0.15% for IITU.L.

Portfolio Optimizer

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