SPX4.L vs. IITU.L
Compare and contrast key facts about SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L) and iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L).
SPX4.L and IITU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPX4.L is a passively managed fund by State Street that tracks the performance of the Russell Mid Cap TR USD. It was launched on Jan 30, 2012. IITU.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 SPX4.L and IITU.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.
Performance
SPX4.L vs. IITU.L - Performance Comparison
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SPX4.L vs. IITU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SPX4.L SPDR S&P 400 US Mid Cap UCITS ETF | 4.12% | 0.12% | 14.37% | 10.71% | -1.28% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | -7.22% | 14.44% | 40.85% | 50.70% | -16.47% |
Different Trading Currencies
SPX4.L is traded in GBP, while IITU.L is traded in GBp. To make them comparable, the IITU.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, SPX4.L achieves a 4.12% return, which is significantly higher than IITU.L's -7.22% return.
SPX4.L
- 1D
- -24.35%
- 1M
- -2.50%
- YTD
- 4.12%
- 6M
- 5.73%
- 1Y
- 21.74%
- 3Y*
- 9.58%
- 5Y*
- —
- 10Y*
- —
IITU.L
- 1D
- 0.41%
- 1M
- -2.84%
- YTD
- -7.22%
- 6M
- -6.53%
- 1Y
- 35.38%
- 3Y*
- 23.98%
- 5Y*
- 18.81%
- 10Y*
- 23.42%
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SPX4.L vs. IITU.L - Expense Ratio Comparison
SPX4.L has a 0.30% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Return for Risk
SPX4.L vs. IITU.L — Risk / Return Rank
SPX4.L
IITU.L
SPX4.L vs. IITU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L) 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.
| SPX4.L | IITU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.09 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.62 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.11 | -1.22 |
Martin ratioReturn relative to average drawdown | 8.00 | 5.61 | +2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPX4.L | IITU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.09 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.86 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 1.09 | -0.87 |
Correlation
The correlation between SPX4.L and IITU.L is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SPX4.L vs. IITU.L - Dividend Comparison
Neither SPX4.L nor IITU.L has paid dividends to shareholders.
Drawdowns
SPX4.L vs. IITU.L - Drawdown Comparison
The maximum SPX4.L drawdown since its inception was -26.24%, smaller than the maximum IITU.L drawdown of -28.03%. Use the drawdown chart below to compare losses from any high point for SPX4.L and IITU.L.
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Drawdown Indicators
| SPX4.L | IITU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.24% | -28.03% | +1.79% |
Max Drawdown (1Y)Largest decline over 1 year | -24.35% | -16.76% | -7.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.03% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.03% | — |
Current DrawdownCurrent decline from peak | -24.35% | -13.39% | -10.96% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -5.17% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 6.30% | -3.58% |
Volatility
SPX4.L vs. IITU.L - Volatility Comparison
SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L) has a higher volatility of 42.23% compared to iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) at 5.06%. This indicates that SPX4.L'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
| SPX4.L | IITU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 42.23% | 5.06% | +37.17% |
Volatility (6M)Calculated over the trailing 6-month period | 42.29% | 14.92% | +27.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.17% | 23.48% | +22.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.18% | 21.81% | +9.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.18% | 21.22% | +9.96% |