UC13.L vs. IESU.L
UC13.L (UBS Core S&P 500 UCITS ETF USD dis) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - UC13.L is a S&P 500 fund tracking the S&P 500 Index, while IESU.L is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 10 years, UC13.L returned 14.47%/yr vs 8.50%/yr for IESU.L. At a 0.44 correlation, their price movements are largely independent. UC13.L charges 0.03%/yr vs 0.15%/yr for IESU.L.
Performance
UC13.L vs. IESU.L - Performance Comparison
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Returns By Period
In the year-to-date period, UC13.L achieves a 9.14% return, which is significantly lower than IESU.L's 28.61% return. Over the past 10 years, UC13.L has outperformed IESU.L with an annualized return of 14.47%, while IESU.L has yielded a comparatively lower 8.50% annualized return.
UC13.L
- 1D
- -0.91%
- 1M
- -0.79%
- 6M
- 7.58%
- YTD
- 9.14%
- 1Y
- 19.77%
- 3Y*
- 18.33%
- 5Y*
- 13.32%
- 10Y*
- 14.47%
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
UC13.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 9.14% | 9.50% | 27.24% | 19.64% | -8.96% | 30.93% | 13.50% | 26.37% | -0.07% | 10.75% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | 5.37% | -13.39% | -10.01% |
Correlation
The correlation between UC13.L and IESU.L is -0.10, 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 (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.44 |
The correlation between UC13.L and IESU.L shifts across timeframes, from -0.10 (1 year) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UC13.L vs. IESU.L — Risk / Return Rank
UC13.L
IESU.L
UC13.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Core S&P 500 UCITS ETF USD dis (UC13.L) and iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
| UC13.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 2.07 | +0.64 |
| Martin ratioReturn relative to average drawdown | 9.47 | 5.01 | +4.46 |
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Drawdowns
UC13.L vs. IESU.L - Drawdown Comparison
The maximum UC13.L drawdown since its inception was -39.33%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for UC13.L and IESU.L.
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Drawdown Indicators
| UC13.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.33% | -63.88% | +24.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.28% | -17.34% | +10.06% |
Max Drawdown (3Y)Largest decline over 3 years | -21.11% | -26.36% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -21.11% | -26.36% | +5.25% |
Max Drawdown (10Y)Largest decline over 10 years | -25.59% | -62.16% | +36.57% |
Current DrawdownCurrent decline from peak | -1.86% | -10.65% | +8.79% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -20.50% | +13.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 7.16% | -5.08% |
Volatility
UC13.L vs. IESU.L - Volatility Comparison
The current volatility for UBS Core S&P 500 UCITS ETF USD dis (UC13.L) is 3.17%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that UC13.L experiences smaller price fluctuations and is considered to be less risky than IESU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UC13.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 7.50% | -4.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 21.74% | -13.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.06% | 24.54% | -13.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 29.08% | -14.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.55% | 29.16% | -13.61% |
UC13.L vs. IESU.L - Expense Ratio Comparison
UC13.L has a 0.03% expense ratio, which is lower than IESU.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
UC13.L vs. IESU.L - Dividend Comparison
UC13.L's dividend yield for the trailing twelve months is around 0.96%, while IESU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IESU.L iShares S&P 500 Energy Sector 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% |
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 0.96% | 0.96% | 0.99% | 1.16% | 1.23% | 0.94% | 1.36% | 1.44% | 1.55% | 1.51% | 1.55% | 1.52% |
Frequently Asked Questions
UC13.L and IESU.L have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UC13.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UC13.L is cheaper with a 0.03% expense ratio, compared with 0.15% for IESU.L.
UC13.L is categorized as S&P 500, while IESU.L is Energy Equities. UC13.L tracks S&P 500 Index, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: UBS and iShares. Their fees differ too: 0.03% for UC13.L and 0.15% for IESU.L.
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