UIFS.L vs. EGLN.L
UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) and EGLN.L (iShares Physical Gold ETC) are both exchange-traded funds - UIFS.L is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while EGLN.L is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 10 years, UIFS.L returned 13.52%/yr vs 11.70%/yr for EGLN.L. At a correlation of -0.08, they often move in opposite directions. UIFS.L charges 0.15%/yr vs 0.25%/yr for EGLN.L.
Performance
UIFS.L vs. EGLN.L - Performance Comparison
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Different Trading Currencies
UIFS.L is traded in GBp, while EGLN.L is traded in EUR. To make them comparable, the EGLN.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 -2.31% return, which is significantly lower than EGLN.L's -1.77% return. Over the past 10 years, UIFS.L has outperformed EGLN.L with an annualized return of 13.52%, while EGLN.L has yielded a comparatively lower 11.70% annualized return.
UIFS.L
- 1D
- 1.97%
- 1M
- 5.59%
- YTD
- -2.31%
- 6M
- -2.14%
- 1Y
- 7.87%
- 3Y*
- 16.13%
- 5Y*
- 10.05%
- 10Y*
- 13.52%
EGLN.L
- 1D
- 2.82%
- 1M
- -9.49%
- YTD
- -1.77%
- 6M
- -1.90%
- 1Y
- 26.13%
- 3Y*
- 26.63%
- 5Y*
- 18.61%
- 10Y*
- 11.70%
UIFS.L vs. EGLN.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) | -2.31% | 7.07% | 32.24% | 6.12% | -0.45% | 38.07% | -6.59% | 27.05% | -9.40% | 12.02% |
EGLN.L iShares Physical Gold ETC | -1.77% | 53.83% | 28.21% | 7.18% | 11.48% | -2.31% | 20.11% | 13.75% | 4.41% | 3.78% |
Correlation
The correlation between UIFS.L and EGLN.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 | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | -0.08 |
The correlation between UIFS.L and EGLN.L shifts across timeframes, from -0.08 (all time) to 0.06 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UIFS.L vs. EGLN.L — Risk / Return Rank
UIFS.L
EGLN.L
UIFS.L vs. EGLN.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 iShares Physical Gold ETC (EGLN.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.
| UIFS.L | EGLN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.22 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.14 | -0.54 |
| Martin ratioReturn relative to average drawdown | 1.40 | 3.57 | -2.17 |
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Drawdowns
UIFS.L vs. EGLN.L - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -44.49%, smaller than the maximum EGLN.L drawdown of -55.69%. Use the drawdown chart below to compare losses from any high point for UIFS.L and EGLN.L.
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Drawdown Indicators
| UIFS.L | EGLN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.49% | -55.69% | +11.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -22.75% | +9.85% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -22.75% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -20.12% | -22.75% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -23.83% | -11.48% |
Current DrawdownCurrent decline from peak | -4.29% | -20.58% | +16.29% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -24.76% | +15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 7.30% | -1.70% |
Volatility
UIFS.L vs. EGLN.L - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) is 4.49%, while iShares Physical Gold ETC (EGLN.L) has a volatility of 6.87%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than EGLN.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 | EGLN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 6.87% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 20.75% | -10.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 23.83% | -9.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 17.43% | +5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 17.13% | +5.30% |
UIFS.L vs. EGLN.L - Expense Ratio Comparison
UIFS.L has a 0.15% expense ratio, which is lower than EGLN.L's 0.25% 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
UIFS.L vs. EGLN.L - Dividend Comparison
Neither UIFS.L nor EGLN.L has paid dividends to shareholders.
Frequently Asked Questions
UIFS.L and EGLN.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 0.25% for EGLN.L.
UIFS.L is categorized as Financials Equities, while EGLN.L is Gold. UIFS.L tracks S&P 500 Capped 35/20 Financials Index, while EGLN.L tracks LBMA Gold Price. Their fees differ too: 0.15% for UIFS.L and 0.25% for EGLN.L.
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