TEPIX vs. IUIT.L
Compare and contrast key facts about ProFunds Technology UltraSector Fund (TEPIX) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
TEPIX is managed by ProFunds. It was launched on Jun 18, 2000. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPIX or IUIT.L.
Correlation
The correlation between TEPIX and IUIT.L is 0.60, 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.
Performance
TEPIX vs. IUIT.L - Performance Comparison
Key characteristics
TEPIX:
0.30
IUIT.L:
1.49
TEPIX:
0.62
IUIT.L:
2.00
TEPIX:
1.08
IUIT.L:
1.27
TEPIX:
0.43
IUIT.L:
2.24
TEPIX:
1.15
IUIT.L:
7.13
TEPIX:
9.35%
IUIT.L:
4.59%
TEPIX:
36.06%
IUIT.L:
22.08%
TEPIX:
-90.16%
IUIT.L:
-33.46%
TEPIX:
-9.64%
IUIT.L:
-1.20%
Returns By Period
In the year-to-date period, TEPIX achieves a 5.45% return, which is significantly higher than IUIT.L's 0.76% return.
TEPIX
5.45%
4.62%
-0.32%
12.70%
17.98%
21.94%
IUIT.L
0.76%
2.31%
8.38%
29.61%
22.40%
N/A
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TEPIX vs. IUIT.L - Expense Ratio Comparison
TEPIX has a 1.48% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Risk-Adjusted Performance
TEPIX vs. IUIT.L — Risk-Adjusted Performance Rank
TEPIX
IUIT.L
TEPIX vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Technology UltraSector Fund (TEPIX) 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
TEPIX vs. IUIT.L - Dividend Comparison
TEPIX's dividend yield for the trailing twelve months is around 0.28%, while IUIT.L has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
TEPIX ProFunds Technology UltraSector Fund | 0.28% | 0.30% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% |
Drawdowns
TEPIX vs. IUIT.L - Drawdown Comparison
The maximum TEPIX drawdown since its inception was -90.16%, 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 TEPIX and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
TEPIX vs. IUIT.L - Volatility Comparison
ProFunds Technology UltraSector Fund (TEPIX) has a higher volatility of 11.32% compared to iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) at 9.12%. This indicates that TEPIX's price experiences larger fluctuations and is considered to be riskier than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.