UNH vs. IUIT.L
UNH (UnitedHealth Group Incorporated) is a stock, while IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) is Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Over the past 10 years, UNH returned 13.32%/yr vs 26.03%/yr for IUIT.L. At a 0.13 correlation, their price movements are largely independent.
Performance
UNH vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, UNH achieves a 24.71% return, which is significantly higher than IUIT.L's 17.28% return. Over the past 10 years, UNH has underperformed IUIT.L with an annualized return of 13.32%, while IUIT.L has yielded a comparatively higher 26.03% annualized return.
UNH
- 1D
- 0.73%
- 1M
- 3.72%
- YTD
- 24.71%
- 6M
- 20.44%
- 1Y
- 33.97%
- 3Y*
- -4.10%
- 5Y*
- 2.27%
- 10Y*
- 13.32%
IUIT.L
- 1D
- 2.98%
- 1M
- 0.18%
- YTD
- 17.28%
- 6M
- 18.91%
- 1Y
- 43.37%
- 3Y*
- 31.45%
- 5Y*
- 22.66%
- 10Y*
- 26.03%
UNH vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 24.71% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.28% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -1.41% | 37.94% |
Correlation
The correlation between UNH and IUIT.L is 0.00, 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 | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.13 |
The correlation between UNH and IUIT.L shifts across timeframes, from -0.08 (3 years) to 0.13 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UNH vs. IUIT.L — Risk / Return Rank
UNH
IUIT.L
UNH vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.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.
| UNH | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.48 | -1.38 |
| Martin ratioReturn relative to average drawdown | 2.43 | 7.17 | -4.74 |
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Drawdowns
UNH vs. IUIT.L - Drawdown Comparison
The maximum UNH drawdown since its inception was -74.37%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for UNH and IUIT.L.
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Drawdown Indicators
| UNH | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.37% | -33.46% | -40.91% |
Max Drawdown (1Y)Largest decline over 1 year | -28.96% | -17.03% | -11.93% |
Max Drawdown (3Y)Largest decline over 3 years | -61.39% | -26.40% | -34.99% |
Max Drawdown (5Y)Largest decline over 5 years | -61.39% | -33.46% | -27.93% |
Max Drawdown (10Y)Largest decline over 10 years | -61.39% | -33.46% | -27.93% |
Current DrawdownCurrent decline from peak | -32.27% | -7.68% | -24.59% |
Average DrawdownAverage peak-to-trough decline | -14.77% | -5.90% | -8.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.19% | 5.91% | +7.28% |
Volatility
UNH vs. IUIT.L - Volatility Comparison
The current volatility for UnitedHealth Group Incorporated (UNH) is 7.60%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 8.88%. This indicates that UNH experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNH | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 8.88% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 30.86% | 16.62% | +14.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.10% | 21.07% | +19.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.87% | 23.74% | +8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 22.26% | +7.92% |
Dividends
UNH vs. IUIT.L - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.16%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UNH UnitedHealth Group Incorporated | 2.16% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Frequently Asked Questions
UNH and IUIT.L have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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