UIFS.L vs. BAC
UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) is Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while BAC (Bank of America Corporation) is a stock. Over the past 10 years, UIFS.L returned 13.04%/yr vs 17.45%/yr for BAC. A 0.62 correlation means they provide meaningful diversification when combined.
Performance
UIFS.L vs. BAC - Performance Comparison
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Different Trading Currencies
UIFS.L is traded in GBp, while BAC is traded in USD. To make them comparable, the BAC values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, UIFS.L achieves a -4.82% return, which is significantly lower than BAC's -0.55% return. Over the past 10 years, UIFS.L has underperformed BAC with an annualized return of 13.04%, while BAC has yielded a comparatively higher 17.45% annualized return.
UIFS.L
- 1D
- 3.20%
- 1M
- 2.23%
- YTD
- -4.82%
- 6M
- -2.63%
- 1Y
- 4.61%
- 3Y*
- 15.44%
- 5Y*
- 9.10%
- 10Y*
- 13.04%
BAC
- 1D
- 3.38%
- 1M
- 2.91%
- YTD
- -0.55%
- 6M
- 0.41%
- 1Y
- 26.07%
- 3Y*
- 23.55%
- 5Y*
- 8.23%
- 10Y*
- 17.45%
UIFS.L vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIFS.L iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | -4.82% | 7.07% | 32.24% | 6.12% | -0.45% | 38.07% | -6.59% | 27.05% | -9.40% | 12.02% |
BAC Bank of America Corporation | -0.55% | 18.92% | 36.19% | -0.41% | -14.77% | 51.03% | -14.23% | 40.63% | -9.96% | 23.95% |
Correlation
The correlation between UIFS.L and BAC is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2015 | 0.62 |
The correlation between UIFS.L and BAC has been stable across timeframes, ranging from 0.56 to 0.62 - a consistent structural relationship.
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Return for Risk
UIFS.L vs. BAC — Risk / Return Rank
UIFS.L
BAC
UIFS.L vs. BAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) and Bank of America Corporation (BAC). 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.
| UIFS.L | BAC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.21 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.54 | -1.19 |
| Martin ratioReturn relative to average drawdown | 0.83 | 3.90 | -3.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UIFS.L | BAC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.21 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.32 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.57 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.11 | +0.51 |
Drawdowns
UIFS.L vs. BAC - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -35.31%, smaller than the maximum BAC drawdown of -90.00%. Use the drawdown chart below to compare losses from any high point for UIFS.L and BAC.
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Drawdown Indicators
| UIFS.L | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -90.00% | +54.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -16.97% | +4.07% |
Max Drawdown (3Y)Largest decline over 3 years | -18.72% | -30.22% | +11.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | -40.37% | +21.65% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -42.29% | +6.98% |
Current DrawdownCurrent decline from peak | -6.76% | -4.27% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -33.89% | +27.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 6.69% | -1.16% |
Volatility
UIFS.L vs. BAC - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) is 4.41%, while Bank of America Corporation (BAC) has a volatility of 6.77%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIFS.L | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.77% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 16.09% | -5.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 21.61% | -7.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 26.12% | -8.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 30.46% | -10.34% |
Dividends
UIFS.L vs. BAC - Dividend Comparison
UIFS.L has not paid dividends to shareholders, while BAC's dividend yield for the trailing twelve months is around 2.03%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.03% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
UIFS.L iShares S&P 500 Financials 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% |
Frequently Asked Questions
UIFS.L and BAC have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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