UIFS.L vs. COPA.L
UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) and COPA.L (WisdomTree Copper) are both exchange-traded funds - UIFS.L is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while COPA.L is a Metals fund tracking the Bloomberg Copper Subindex. Both are passively managed. Over the past 10 years, UIFS.L returned 13.04%/yr vs 11.12%/yr for COPA.L. At a 0.21 correlation, their price movements are largely independent. UIFS.L charges 0.15%/yr vs 0.49%/yr for COPA.L.
Performance
UIFS.L vs. COPA.L - Performance Comparison
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Different Trading Currencies
UIFS.L is traded in GBp, while COPA.L is traded in USD. To make them comparable, the COPA.L 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 COPA.L's 14.05% return. Over the past 10 years, UIFS.L has outperformed COPA.L with an annualized return of 13.04%, while COPA.L has yielded a comparatively lower 11.12% 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%
COPA.L
- 1D
- 0.00%
- 1M
- 9.70%
- YTD
- 14.05%
- 6M
- 19.87%
- 1Y
- 31.14%
- 3Y*
- 15.98%
- 5Y*
- 8.15%
- 10Y*
- 11.12%
UIFS.L vs. COPA.L - 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% |
COPA.L WisdomTree Copper | 14.40% | 26.65% | 6.64% | -2.47% | -3.31% | 25.53% | 17.85% | 0.91% | -15.65% | 15.87% |
Correlation
The correlation between UIFS.L and COPA.L is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2015 | 0.21 |
The correlation between UIFS.L and COPA.L shifts across timeframes, from 0.02 (3 years) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UIFS.L vs. COPA.L — Risk / Return Rank
UIFS.L
COPA.L
UIFS.L vs. COPA.L - 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 WisdomTree Copper (COPA.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.
| UIFS.L | COPA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.30 | -0.95 |
| Martin ratioReturn relative to average drawdown | 0.83 | 2.87 | -2.03 |
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 | COPA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 0.96 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.33 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.49 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.14 | +0.48 |
Drawdowns
UIFS.L vs. COPA.L - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -35.31%, smaller than the maximum COPA.L drawdown of -58.32%. Use the drawdown chart below to compare losses from any high point for UIFS.L and COPA.L.
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Drawdown Indicators
| UIFS.L | COPA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -58.32% | +23.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -23.82% | +10.92% |
Max Drawdown (3Y)Largest decline over 3 years | -18.72% | -23.82% | +5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | -26.80% | +8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -31.28% | -4.03% |
Current DrawdownCurrent decline from peak | -6.76% | -2.27% | -4.49% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -25.46% | +19.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 10.84% | -5.31% |
Volatility
UIFS.L vs. COPA.L - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) is 4.41%, while WisdomTree Copper (COPA.L) has a volatility of 8.17%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than COPA.L 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 | COPA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 8.17% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 17.79% | -7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 32.35% | -18.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 24.65% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 22.69% | -2.57% |
UIFS.L vs. COPA.L - Expense Ratio Comparison
UIFS.L has a 0.15% expense ratio, which is lower than COPA.L's 0.49% expense ratio.
Dividends
UIFS.L vs. COPA.L - Dividend Comparison
Neither UIFS.L nor COPA.L has paid dividends to shareholders.
Frequently Asked Questions
UIFS.L and COPA.L have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UIFS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIFS.L is cheaper with a 0.15% expense ratio, compared with 0.49% for COPA.L.
UIFS.L is categorized as Financials Equities, while COPA.L is Metals. UIFS.L tracks S&P 500 Capped 35/20 Financials Index, while COPA.L tracks Bloomberg Copper Subindex. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.15% for UIFS.L and 0.49% for COPA.L.
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