UIFS.L vs. SPY
Compare and contrast key facts about iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) and SPDR S&P 500 ETF (SPY).
UIFS.L and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIFS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 20, 2015. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both UIFS.L and SPY 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: UIFS.L or SPY.
Key characteristics
| UIFS.L | SPY | |
|---|---|---|
| YTD Return | 15.22% | 18.37% |
| 1Y Return | 22.48% | 26.96% |
| 3Y Return (Ann) | 9.35% | 9.40% |
| 5Y Return (Ann) | 9.98% | 15.01% |
| Sharpe Ratio | 1.81 | 2.14 |
| Daily Std Dev | 12.24% | 12.67% |
| Max Drawdown | -35.31% | -55.19% |
| Current Drawdown | -2.36% | -1.02% |
Correlation
The correlation between UIFS.L and SPY is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UIFS.L vs. SPY - Performance Comparison
In the year-to-date period, UIFS.L achieves a 15.22% return, which is significantly lower than SPY's 18.37% return. 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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UIFS.L vs. SPY - Expense Ratio Comparison
UIFS.L has a 0.15% expense ratio, which is higher than SPY's 0.09% 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
UIFS.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) and SPDR S&P 500 ETF (SPY). 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
UIFS.L vs. SPY - Dividend Comparison
UIFS.L has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UIFS.L iShares S&P 500 Financials Sector UCITS ETF (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% |
SPY SPDR S&P 500 ETF | 0.94% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
UIFS.L vs. SPY - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -35.31%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UIFS.L and SPY. For additional features, visit the drawdowns tool.
Volatility
UIFS.L vs. SPY - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) is 3.71%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.91%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.