RBTX.L vs. IUIT.L
Compare and contrast key facts about iShares Automation & Robotics UCITS ETF (RBTX.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
RBTX.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. RBTX.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Sep 8, 2016. 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 RBTX.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: RBTX.L or IUIT.L.
Performance
RBTX.L vs. IUIT.L - Performance Comparison
Returns By Period
In the year-to-date period, RBTX.L achieves a 4.60% return, which is significantly lower than IUIT.L's 32.97% return.
RBTX.L
4.60%
4.65%
3.15%
16.99%
11.26%
N/A
IUIT.L
32.97%
-0.54%
15.43%
40.07%
24.65%
N/A
Key characteristics
| RBTX.L | IUIT.L | |
|---|---|---|
| Sharpe Ratio | 0.94 | 1.87 |
| Sortino Ratio | 1.35 | 2.50 |
| Omega Ratio | 1.17 | 1.33 |
| Calmar Ratio | 1.03 | 2.63 |
| Martin Ratio | 2.67 | 8.77 |
| Ulcer Index | 5.97% | 4.39% |
| Daily Std Dev | 17.01% | 20.61% |
| Max Drawdown | -33.46% | -33.46% |
| Current Drawdown | -2.17% | -2.60% |
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RBTX.L vs. IUIT.L - Expense Ratio Comparison
RBTX.L has a 0.40% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Correlation
The correlation between RBTX.L and IUIT.L is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
RBTX.L vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (RBTX.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
RBTX.L vs. IUIT.L - Dividend Comparison
Neither RBTX.L nor IUIT.L has paid dividends to shareholders.
Drawdowns
RBTX.L vs. IUIT.L - Drawdown Comparison
The maximum RBTX.L drawdown since its inception was -33.46%, roughly equal to the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for RBTX.L and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
RBTX.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares Automation & Robotics UCITS ETF (RBTX.L) is 4.74%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 6.03%. This indicates that RBTX.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.