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SUUS.L vs. SPXT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SUUS.L vs. SPXT

Last updated Jun 5, 2026

SUUS.L (iShares MSCI USA SRI UCITS ETF USD (Acc)) and SPXT (ProShares S&P 500 Ex-Technology ETF) are both exchange-traded funds - SUUS.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while SPXT is a S&P 500 fund tracking the S&P 500 Ex-Information Technology Index. Both are passively managed. Over the past 5 years, SUUS.L returned 12.42%/yr vs 10.66%/yr for SPXT. A 0.55 correlation means they provide meaningful diversification when combined. SUUS.L charges 0.20%/yr vs 0.09%/yr for SPXT.

Performance

SUUS.L vs. SPXT - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and ProShares S&P 500 Ex-Technology ETF (SPXT). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, SUUS.L achieves a 14.16% return, which is significantly higher than SPXT's 4.65% return.

SUUS.L

1D
0.16%
1M
6.64%
YTD
14.16%
6M
14.29%
1Y
25.89%
3Y*
14.75%
5Y*
12.42%
10Y*
—

SPXT

1D
0.00%
1M
0.21%
YTD
4.65%
6M
4.27%
1Y
18.96%
3Y*
13.81%
5Y*
10.66%
10Y*
12.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUUS.L vs. SPXT - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SUUS.L
iShares MSCI USA SRI UCITS ETF USD (Acc)		14.16%3.44%15.85%17.58%-8.97%32.89%21.52%27.36%2.89%12.51%
SPXT
ProShares S&P 500 Ex-Technology ETF		4.65%6.90%22.03%10.42%-4.04%27.56%7.19%22.05%-1.55%6.87%

Correlation

The correlation between SUUS.L and SPXT is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2016

0.55

The correlation between SUUS.L and SPXT shifts across timeframes, from 0.44 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.

SUUS.L vs. SPXT - Sectors Allocation Comparison

Sectors
SUUS.L
SPXT

Technology

41.6%
1.0%

Financial Services

11.8%
18.0%

Consumer Cyclical

9.3%
15.9%

Communication Services

9.1%
17.0%

Healthcare

8.6%
13.5%

Industrials

8.1%
12.2%

Consumer Defensive

5.4%
7.3%

Basic Materials

2.5%
2.8%

Real Estate

2.1%
2.9%

Utilities

1.5%
4.1%

Energy

-

5.1%

Technology

SUUS.L
41.6%
SPXT
1.0%

Financial Services

SUUS.L
11.8%
SPXT
18.0%

Consumer Cyclical

SUUS.L
9.3%
SPXT
15.9%

Communication Services

SUUS.L
9.1%
SPXT
17.0%

Healthcare

SUUS.L
8.6%
SPXT
13.5%

Industrials

SUUS.L
8.1%
SPXT
12.2%

Consumer Defensive

SUUS.L
5.4%
SPXT
7.3%

Basic Materials

SUUS.L
2.5%
SPXT
2.8%

Real Estate

SUUS.L
2.1%
SPXT
2.9%

Utilities

SUUS.L
1.5%
SPXT
4.1%

Energy

SUUS.L

-

SPXT
5.1%

Compare stocks, funds, or ETFs

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iShares MSCI USA SRI UCITS ETF USD (Acc)

ProShares S&P 500 Ex-Technology ETF

Often compared with SUUS.L:
SUUS.L vs. LGUG.LSUUS.L vs. 36B6.DESUUS.L vs. V3AM.LSUUS.L vs. SPYSUUS.L vs. XZSP.DESUUS.L vs. IESG.LSUUS.L vs. VOO
Often compared with SPXT:
SPXT vs. SPYSPXT vs. SPXCSPXT vs. XMAGSPXT vs. VOOSPXT vs. QQQSPXT vs. USMVSPXT vs. SPXV

Return for Risk

SUUS.L vs. SPXT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SUUS.L
SUUS.L Risk / Return Rank: 6969
Overall Rank
SUUS.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SUUS.L Sortino Ratio Rank: 6969
Sortino Ratio Rank
SUUS.L Omega Ratio Rank: 6868
Omega Ratio Rank
SUUS.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
SUUS.L Martin Ratio Rank: 6767
Martin Ratio Rank
SPXT
SPXT Risk / Return Rank: 5050
Overall Rank
SPXT Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SPXT Sortino Ratio Rank: 5050
Sortino Ratio Rank
SPXT Omega Ratio Rank: 4747
Omega Ratio Rank
SPXT Calmar Ratio Rank: 4545
Calmar Ratio Rank
SPXT Martin Ratio Rank: 5656
Martin Ratio Rank
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.

SUUS.L vs. SPXT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and ProShares S&P 500 Ex-Technology ETF (SPXT). 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.

SUUS.LSPXTDifference
Sharpe ratioReturn per unit of total volatility
2.24
1.84

+0.40

Sortino ratioReturn per unit of downside risk
3.10
2.46

+0.63

Omega ratioGain probability vs. loss probability

1.40

1.33

+0.07

Calmar ratioReturn relative to maximum drawdown

3.57

2.95

+0.63

Martin ratioReturn relative to average drawdown

12.20

11.64

+0.55

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

SUUS.L vs. SPXT - Sharpe Ratio Comparison

The current SUUS.L Sharpe Ratio is 2.24, which is comparable to the SPXT Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of SUUS.L and SPXT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

SUUS.LSPXTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

1.84

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

0.77

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.74

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.95

0.78

+0.17

Drawdowns

SUUS.L vs. SPXT - Drawdown Comparison

The maximum SUUS.L drawdown since its inception was -24.56%, smaller than the maximum SPXT drawdown of -26.60%. Use the drawdown chart below to compare losses from any high point for SUUS.L and SPXT.

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Drawdown Indicators

SUUS.LSPXTDifference

Max Drawdown

Largest peak-to-trough decline

-24.56%

-26.60%

+2.04%

Max Drawdown (1Y)

Largest decline over 1 year

-7.22%

-6.46%

-0.76%

Max Drawdown (3Y)

Largest decline over 3 years

-21.62%

-19.24%

-2.38%

Max Drawdown (5Y)

Largest decline over 5 years

-21.62%

-19.24%

-2.38%

Max Drawdown (10Y)

Largest decline over 10 years

—

-26.60%

—

Current Drawdown

Current decline from peak

0.00%

-0.79%

+0.79%

Average Drawdown

Average peak-to-trough decline

-3.54%

-3.51%

-0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.12%

1.63%

+0.49%

Volatility

SUUS.L vs. SPXT - Volatility Comparison

iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) has a higher volatility of 3.55% compared to ProShares S&P 500 Ex-Technology ETF (SPXT) at 2.94%. This indicates that SUUS.L's price experiences larger fluctuations and is considered to be riskier than SPXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SUUS.LSPXTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.55%

2.94%

+0.61%

Volatility (6M)

Calculated over the trailing 6-month period

8.46%

7.41%

+1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

11.52%

10.40%

+1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.61%

13.93%

+0.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.69%

16.76%

-1.07%

SUUS.L vs. SPXT - Expense Ratio Comparison

SUUS.L has a 0.20% expense ratio, which is higher than SPXT's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

SUUS.L vs. SPXT - Dividend Comparison

SUUS.L has not paid dividends to shareholders, while SPXT's dividend yield for the trailing twelve months is around 1.38%.

PositionTTM20252024202320222021202020192018201720162015
SPXT
ProShares S&P 500 Ex-Technology ETF		1.38%1.38%1.29%1.53%1.86%1.15%1.63%1.63%2.03%1.55%2.67%0.56%
SUUS.L
iShares MSCI USA SRI UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SUUS.L and SPXT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPXT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPXT is cheaper with a 0.09% expense ratio, compared with 0.20% for SUUS.L.

SUUS.L is categorized as Large Cap Blend Equities, while SPXT is S&P 500. SUUS.L tracks Russell 1000 TR USD, while SPXT tracks S&P 500 Ex-Information Technology Index. They also come from different issuers: iShares and ProShares. Their fees differ too: 0.20% for SUUS.L and 0.09% for SPXT.

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