UC99.L vs. IUSA.L
Compare and contrast key facts about UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) and iShares S&P 500 UCITS Dist (IUSA.L).
UC99.L and IUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UC99.L is a passively managed fund by UBS that tracks the performance of the Russell 1000 TR USD. It was launched on Aug 26, 2015. IUSA.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 15, 2002. Both UC99.L and IUSA.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UC99.L or IUSA.L.
Key characteristics
| UC99.L | IUSA.L | |
|---|---|---|
| YTD Return | 15.09% | 15.11% |
| 1Y Return | 22.34% | 19.89% |
| 3Y Return (Ann) | 11.34% | 11.75% |
| 5Y Return (Ann) | 15.11% | 13.98% |
| Sharpe Ratio | 1.71 | 1.83 |
| Daily Std Dev | 13.83% | 11.30% |
| Max Drawdown | -21.98% | -38.58% |
| Current Drawdown | -3.63% | -1.66% |
Correlation
The correlation between UC99.L and IUSA.L is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UC99.L vs. IUSA.L - Performance Comparison
The year-to-date returns for both investments are quite close, with UC99.L having a 15.09% return and IUSA.L slightly higher at 15.11%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UC99.L vs. IUSA.L - Expense Ratio Comparison
UC99.L has a 0.25% expense ratio, which is higher than IUSA.L's 0.07% 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%.
Risk-Adjusted Performance
UC99.L vs. IUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) and iShares S&P 500 UCITS Dist (IUSA.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
UC99.L vs. IUSA.L - Dividend Comparison
UC99.L's dividend yield for the trailing twelve months is around 0.72%, less than IUSA.L's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 0.72% | 0.85% | 0.79% | 0.78% | 0.98% | 0.78% | 1.27% | 0.93% | 1.00% | 0.00% | 0.00% | 0.00% |
IUSA.L iShares S&P 500 UCITS Dist | 1.40% | 1.55% | 1.74% | 1.39% | 1.80% | 1.96% | 2.22% | 1.95% | 1.75% | 2.29% | 1.95% | 2.28% |
Drawdowns
UC99.L vs. IUSA.L - Drawdown Comparison
The maximum UC99.L drawdown since its inception was -21.98%, smaller than the maximum IUSA.L drawdown of -38.58%. Use the drawdown chart below to compare losses from any high point for UC99.L and IUSA.L. For additional features, visit the drawdowns tool.
Volatility
UC99.L vs. IUSA.L - Volatility Comparison
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) has a higher volatility of 5.31% compared to iShares S&P 500 UCITS Dist (IUSA.L) at 4.42%. This indicates that UC99.L's price experiences larger fluctuations and is considered to be riskier than IUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.