UIFS.L vs. COPG.L
UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) and COPG.L (Global X Copper Miners UCITS ETF USD Acc) are both exchange-traded funds - UIFS.L is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while COPG.L is a Commodity Producers Equities fund tracking the Solactive Global Copper Miners Total Return Index. Both are passively managed. Over the past 3 years, UIFS.L returned 15.44%/yr vs 34.51%/yr for COPG.L. At a 0.22 correlation, their price movements are largely independent. UIFS.L charges 0.15%/yr vs 0.65%/yr for COPG.L.
Performance
UIFS.L vs. COPG.L - Performance Comparison
Loading charts...
Different Trading Currencies
UIFS.L is traded in GBp, while COPG.L is traded in GBP. To make them comparable, the COPG.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 COPG.L's 24.91% 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%
COPG.L
- 1D
- -0.95%
- 1M
- 15.82%
- YTD
- 24.91%
- 6M
- 35.76%
- 1Y
- 119.81%
- 3Y*
- 34.51%
- 5Y*
- —
- 10Y*
- —
UIFS.L vs. COPG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UIFS.L iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | -4.82% | 7.07% | 32.24% | 6.12% | -0.45% | -1.14% |
COPG.L Global X Copper Miners UCITS ETF USD Acc | 24.91% | 82.05% | 3.66% | 3.03% | 14.35% | -1.92% |
Correlation
The correlation between UIFS.L and COPG.L is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2021 | 0.22 |
The correlation between UIFS.L and COPG.L shifts across timeframes, from 0.06 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UIFS.L vs. COPG.L — Risk / Return Rank
UIFS.L
COPG.L
UIFS.L vs. COPG.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 Global X Copper Miners UCITS ETF USD Acc (COPG.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 | COPG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.81 | ||
| Sortino ratioReturn per unit of downside risk | -3.02 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.44 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 4.53 | -4.18 |
| Martin ratioReturn relative to average drawdown | 0.83 | 14.57 | -13.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UIFS.L | COPG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 3.14 | -2.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.77 | -0.15 |
Drawdowns
UIFS.L vs. COPG.L - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -35.31%, smaller than the maximum COPG.L drawdown of -38.84%. Use the drawdown chart below to compare losses from any high point for UIFS.L and COPG.L.
Loading charts...
Drawdown Indicators
| UIFS.L | COPG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -38.84% | +3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -26.29% | +13.39% |
Max Drawdown (3Y)Largest decline over 3 years | -18.72% | -38.84% | +20.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | — | — |
Current DrawdownCurrent decline from peak | -6.76% | -5.64% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -13.96% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 8.19% | -2.66% |
Volatility
UIFS.L vs. COPG.L - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) is 4.41%, while Global X Copper Miners UCITS ETF USD Acc (COPG.L) has a volatility of 14.11%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than COPG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UIFS.L | COPG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 14.11% | -9.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 32.19% | -21.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 37.96% | -23.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 33.82% | -16.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 33.82% | -13.70% |
UIFS.L vs. COPG.L - Expense Ratio Comparison
UIFS.L has a 0.15% expense ratio, which is lower than COPG.L's 0.65% expense ratio.
Dividends
UIFS.L vs. COPG.L - Dividend Comparison
Neither UIFS.L nor COPG.L has paid dividends to shareholders.
Frequently Asked Questions
UIFS.L and COPG.L have a correlation of 0.06, 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 0.65% for COPG.L.
UIFS.L is categorized as Financials Equities, while COPG.L is Commodity Producers Equities. UIFS.L tracks S&P 500 Capped 35/20 Financials Index, while COPG.L tracks Solactive Global Copper Miners Total Return Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.15% for UIFS.L and 0.65% for COPG.L.
Find the right allocation for UIFS.L and COPG.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer