OAOFY vs. IUIT.L

Last updated Apr 1, 2026

Compare and contrast key facts about Tatneft ADR (OAOFY) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).

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.

Performance

OAOFY vs. IUIT.L - Performance Comparison

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

OAOFY vs. IUIT.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OAOFY Tatneft ADR	0.00%	0.00%	0.00%	0.00%	-75.03%	1.50%	-43.76%	35.97%	33.47%	35.70%
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF	-12.03%	22.93%	38.51%	59.45%	-29.15%	34.09%	43.14%	48.90%	-1.41%	38.43%

Returns By Period

Over the past 10 years, OAOFY has underperformed IUIT.L with an annualized return of -6.83%, while IUIT.L has yielded a comparatively higher 22.04% annualized return.

OAOFY

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: 0.00%
• 1Y: 0.00%
• 3Y*: 0.00%
• 5Y*: -25.97%
• 10Y*: -6.83%

IUIT.L

• 1D: 0.65%
• 1M: -6.74%
• YTD: -12.03%
• 6M: -9.61%
• 1Y: 27.61%
• 3Y*: 25.28%
• 5Y*: 16.92%
• 10Y*: 22.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

OAOFY vs. IUIT.L — Risk / Return Rank

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

IUIT.L

IUIT.L Risk / Return Rank: 63
IUIT.L Sharpe Ratio Rank: 69
IUIT.L Sortino Ratio Rank: 71
IUIT.L Omega Ratio Rank: 64
IUIT.L Calmar Ratio Rank: 63
IUIT.L Martin Ratio Rank: 49

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.

OAOFY vs. IUIT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tatneft ADR (OAOFY) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OAOFY	IUIT.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.16	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.84	0.72	-1.56
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.19	1.03	-1.21
Sharpe Ratio (All Time) Calculated using the full available price history	-0.08	1.00	-1.07

Correlation

The correlation between OAOFY and IUIT.L is 0.13, 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

OAOFY vs. IUIT.L - Dividend Comparison

Neither OAOFY nor IUIT.L has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OAOFY Tatneft ADR	0.00%	0.00%	0.00%	0.00%	8.08%	6.16%	1.95%	14.94%	6.05%	10.06%	4.72%	3.78%
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

OAOFY vs. IUIT.L - Drawdown Comparison

The maximum OAOFY drawdown since its inception was -86.88%, 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 OAOFY and IUIT.L.

Drawdown Indicators

	OAOFY	IUIT.L	Difference
Max Drawdown Largest peak-to-trough decline	-86.88%	-33.46%	-53.42%
Max Drawdown (1Y) Largest decline over 1 year	0.00%	-17.03%	+17.03%
Max Drawdown (5Y) Largest decline over 5 years	-80.36%	-33.46%	-46.90%
Max Drawdown (10Y) Largest decline over 10 years	-86.88%	-33.46%	-53.42%
Current Drawdown Current decline from peak	-86.88%	-16.49%	-70.39%
Average Drawdown Average peak-to-trough decline	-37.11%	-6.08%	-31.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.00%	5.74%	-5.74%

Volatility

OAOFY vs. IUIT.L - Volatility Comparison

The current volatility for Tatneft ADR (OAOFY) is 0.00%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 5.16%. This indicates that OAOFY 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.

Volatility by Period

	OAOFY	IUIT.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	5.16%	-5.16%
Volatility (6M) Calculated over the trailing 6-month period	0.00%	14.66%	-14.66%
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	23.77%	-23.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.26%	23.35%	+7.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.47%	22.44%	+14.03%