SHLD.L vs. IUIT.L
SHLD.L (iShares Digital Security UCITS ETF USD Dist) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both Technology Equities funds from iShares - SHLD.L tracks the iShares Digital Security UCITS ETF USD Dist while IUIT.L tracks the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, SHLD.L returned 9.32%/yr vs 21.03%/yr for IUIT.L. A 0.78 correlation means they provide meaningful diversification when combined. SHLD.L charges 0.40%/yr vs 0.15%/yr for IUIT.L.
Performance
SHLD.L vs. IUIT.L - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SHLD.L having a 17.77% return and IUIT.L slightly lower at 17.06%.
SHLD.L
- 1D
- 0.11%
- 1M
- 3.71%
- 6M
- 17.56%
- YTD
- 17.77%
- 1Y
- 25.07%
- 3Y*
- 19.63%
- 5Y*
- 9.32%
- 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%
SHLD.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SHLD.L iShares Digital Security UCITS ETF USD Dist | 17.77% | 11.51% | 16.55% | 33.91% | -29.11% | 16.50% | 27.22% | 28.27% | -1.78% |
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% | -8.14% |
Correlation
The correlation between SHLD.L and IUIT.L is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2018 | 0.78 |
The correlation between SHLD.L and IUIT.L shifts across timeframes, from 0.65 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SHLD.L vs. IUIT.L — Risk / Return Rank
SHLD.L
IUIT.L
SHLD.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digital Security UCITS ETF USD Dist (SHLD.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.
| SHLD.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.85 | +0.38 |
| Martin ratioReturn relative to average drawdown | 4.84 | 4.97 | -0.13 |
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Drawdowns
SHLD.L vs. IUIT.L - Drawdown Comparison
The maximum SHLD.L drawdown since its inception was -36.07%, 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 SHLD.L and IUIT.L.
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Drawdown Indicators
| SHLD.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.07% | -33.46% | -2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -17.03% | +5.63% |
Max Drawdown (3Y)Largest decline over 3 years | -22.72% | -26.40% | +3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -36.07% | -33.46% | -2.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -4.38% | -7.85% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -5.91% | -3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 6.35% | -1.08% |
Volatility
SHLD.L vs. IUIT.L - Volatility Comparison
iShares Digital Security UCITS ETF USD Dist (SHLD.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) have volatilities of 7.42% and 7.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHLD.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 7.15% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 18.10% | 17.59% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 22.08% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 23.96% | -2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 22.32% | -1.09% |
SHLD.L vs. IUIT.L - Expense Ratio Comparison
SHLD.L has a 0.40% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Dividends
SHLD.L vs. IUIT.L - Dividend Comparison
SHLD.L's dividend yield for the trailing twelve months is around 0.35%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
SHLD.L iShares Digital Security UCITS ETF USD Dist | 0.35% | 0.39% | 0.48% | 0.43% | 0.63% | 0.66% | 0.84% | 1.00% |
Frequently Asked Questions
SHLD.L and IUIT.L have a correlation of 0.65, 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 0.40% for SHLD.L.
SHLD.L tracks iShares Digital Security UCITS ETF USD Dist, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.40% for SHLD.L and 0.15% for IUIT.L.
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