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SRIU.L vs. CNCR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SRIU.L vs. CNCR

Last updated Jun 5, 2026

SRIU.L (UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis) and CNCR (Loncar Cancer Immunotherapy ETF) are both exchange-traded funds - SRIU.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while CNCR is a Health & Biotech Equities fund tracking the Loncar Cancer Immunotherapy Index. Both are passively managed. At a correlation of -0.14, they often move in opposite directions. SRIU.L charges 0.22%/yr vs 0.79%/yr for CNCR.

Performance

SRIU.L vs. CNCR - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) and Loncar Cancer Immunotherapy ETF (CNCR). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

SRIU.L

1D
-0.51%
1M
8.42%
YTD
13.81%
6M
12.98%
1Y
27.22%
3Y*
16.86%
5Y*
12.78%
10Y*
—

CNCR

1D
0.00%
1M
0.92%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SRIU.L vs. CNCR - Yearly Performance Comparison

2026 (YTD)
SRIU.L
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis		15.64%
CNCR
Loncar Cancer Immunotherapy ETF		1.45%

Correlation

The correlation between SRIU.L and CNCR is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 9, 2026

-0.14

SRIU.L vs. CNCR - Sectors Allocation Comparison

Sectors
SRIU.L
CNCR

Technology

44.2%

-

Financial Services

12.0%
3.3%

Consumer Cyclical

11.1%

-

Industrials

9.9%

-

Healthcare

9.1%
96.6%

Consumer Defensive

5.0%

-

Communication Services

3.6%

-

Real Estate

2.8%

-

Basic Materials

1.6%

-

Utilities

0.7%

-

Energy

-

-

Technology

SRIU.L
44.2%
CNCR

-

Financial Services

SRIU.L
12.0%
CNCR
3.3%

Consumer Cyclical

SRIU.L
11.1%
CNCR

-

Industrials

SRIU.L
9.9%
CNCR

-

Healthcare

SRIU.L
9.1%
CNCR
96.6%

Consumer Defensive

SRIU.L
5.0%
CNCR

-

Communication Services

SRIU.L
3.6%
CNCR

-

Real Estate

SRIU.L
2.8%
CNCR

-

Basic Materials

SRIU.L
1.6%
CNCR

-

Utilities

SRIU.L
0.7%
CNCR

-

Energy

SRIU.L

-

CNCR

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis

Loncar Cancer Immunotherapy ETF

Often compared with SRIU.L:
SRIU.L vs. DGRP.LSRIU.L vs. UC63.LSRIU.L vs. XMVU.LSRIU.L vs. FEXU.LSRIU.L vs. BBDD.LSRIU.L vs. S5SD.LSRIU.L vs. BBUS.L
Often compared with CNCR:
CNCR vs. SCHDCNCR vs. XBICNCR vs. IYHCNCR vs. IBBQCNCR vs. SMHCNCR vs. SPMOCNCR vs. VB

Return for Risk

SRIU.L vs. CNCR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SRIU.L
SRIU.L Risk / Return Rank: 6464
Overall Rank
SRIU.L Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SRIU.L Sortino Ratio Rank: 7070
Sortino Ratio Rank
SRIU.L Omega Ratio Rank: 7070
Omega Ratio Rank
SRIU.L Calmar Ratio Rank: 5858
Calmar Ratio Rank
SRIU.L Martin Ratio Rank: 5454
Martin Ratio Rank
CNCR
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.

SRIU.L vs. CNCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis (SRIU.L) and Loncar Cancer Immunotherapy ETF (CNCR). 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.

SRIU.LCNCRDifference
Sharpe ratioReturn per unit of total volatility
2.25

—

—

Sortino ratioReturn per unit of downside risk
3.15

—

—

Omega ratioGain probability vs. loss probability

1.41

—

—

Calmar ratioReturn relative to maximum drawdown

2.82

—

—

Martin ratioReturn relative to average drawdown

9.16

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SRIU.L vs. CNCR - Sharpe Ratio Comparison

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Sharpe Ratios by Period

SRIU.LCNCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.25

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.96

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.75

-0.11

Drawdowns

SRIU.L vs. CNCR - Drawdown Comparison

The maximum SRIU.L drawdown since its inception was -24.84%, which is greater than CNCR's maximum drawdown of -3.29%. Use the drawdown chart below to compare losses from any high point for SRIU.L and CNCR.

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Drawdown Indicators

SRIU.LCNCRDifference

Max Drawdown

Largest peak-to-trough decline

-24.84%

-3.29%

-21.55%

Max Drawdown (1Y)

Largest decline over 1 year

-9.71%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-22.56%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-22.56%

—

—

Current Drawdown

Current decline from peak

-0.51%

-1.75%

+1.24%

Average Drawdown

Average peak-to-trough decline

-6.45%

-1.35%

-5.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

—

—

Volatility

SRIU.L vs. CNCR - Volatility Comparison

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Volatility by Period

SRIU.LCNCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.11%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

8.90%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.17%

6.37%

+5.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.44%

6.37%

+11.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.76%

6.37%

+14.39%

SRIU.L vs. CNCR - Expense Ratio Comparison

SRIU.L has a 0.22% expense ratio, which is lower than CNCR's 0.79% expense ratio.

Dividends

SRIU.L vs. CNCR - Dividend Comparison

SRIU.L's dividend yield for the trailing twelve months is around 0.70%, while CNCR has not paid dividends to shareholders.

PositionTTM202520242023202220212020
CNCR
Loncar Cancer Immunotherapy ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SRIU.L
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis		0.70%0.98%0.51%0.94%1.08%0.80%0.21%

Frequently Asked Questions

SRIU.L and CNCR have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SRIU.L is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SRIU.L is cheaper with a 0.22% expense ratio, compared with 0.79% for CNCR.

SRIU.L is categorized as Large Cap Blend Equities, while CNCR is Health & Biotech Equities. SRIU.L tracks Russell 1000 TR USD, while CNCR tracks Loncar Cancer Immunotherapy Index. They also come from different issuers: UBS and Exchange Traded Concepts. Their fees differ too: 0.22% for SRIU.L and 0.79% for CNCR.

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