UTIL.L vs. ESIS.L
Compare and contrast key facts about SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) and iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.L).
UTIL.L and ESIS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTIL.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Dec 5, 2014. ESIS.L is a passively managed fund by iShares that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Nov 17, 2020. Both UTIL.L and ESIS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UTIL.L vs. ESIS.L - Performance Comparison
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UTIL.L vs. ESIS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UTIL.L SPDR MSCI Europe Utilities UCITS ETF | 13.78% | 33.98% | 1.33% | 13.09% | -6.77% | 8.27% | 2.53% |
ESIS.L iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) | -2.41% | 6.30% | -2.25% | 1.06% | -7.95% | 19.52% | 2.10% |
Different Trading Currencies
UTIL.L is traded in EUR, while ESIS.L is traded in GBP. To make them comparable, the ESIS.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, UTIL.L achieves a 13.78% return, which is significantly higher than ESIS.L's -2.41% return.
UTIL.L
- 1D
- 0.31%
- 1M
- -3.48%
- YTD
- 13.78%
- 6M
- 25.67%
- 1Y
- 37.77%
- 3Y*
- 17.50%
- 5Y*
- 11.88%
- 10Y*
- 11.23%
ESIS.L
- 1D
- -1.38%
- 1M
- -12.02%
- YTD
- -2.41%
- 6M
- 1.52%
- 1Y
- -0.81%
- 3Y*
- -1.02%
- 5Y*
- 2.20%
- 10Y*
- —
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UTIL.L vs. ESIS.L - Expense Ratio Comparison
Both UTIL.L and ESIS.L have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
UTIL.L vs. ESIS.L — Risk / Return Rank
UTIL.L
ESIS.L
UTIL.L vs. ESIS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) and iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.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.
| UTIL.L | ESIS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | -0.06 | +2.33 |
Sortino ratioReturn per unit of downside risk | 2.78 | 0.01 | +2.77 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.00 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 3.57 | -0.15 | +3.71 |
Martin ratioReturn relative to average drawdown | 14.30 | -0.39 | +14.69 |
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
| UTIL.L | ESIS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | -0.06 | +2.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.18 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.21 | +0.30 |
Correlation
The correlation between UTIL.L and ESIS.L is 0.50, 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.
Dividends
UTIL.L vs. ESIS.L - Dividend Comparison
Neither UTIL.L nor ESIS.L has paid dividends to shareholders.
Drawdowns
UTIL.L vs. ESIS.L - Drawdown Comparison
The maximum UTIL.L drawdown since its inception was -34.59%, which is greater than ESIS.L's maximum drawdown of -14.79%. Use the drawdown chart below to compare losses from any high point for UTIL.L and ESIS.L.
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Drawdown Indicators
| UTIL.L | ESIS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -17.71% | -16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -13.78% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -22.12% | -17.71% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | — | — |
Current DrawdownCurrent decline from peak | -3.48% | -12.34% | +8.86% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -7.33% | +1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 4.05% | -1.45% |
Volatility
UTIL.L vs. ESIS.L - Volatility Comparison
SPDR MSCI Europe Utilities UCITS ETF (UTIL.L) has a higher volatility of 8.00% compared to iShares MSCI Europe Consumer Staples Sector UCITS ETF EUR (Acc) (ESIS.L) at 5.38%. This indicates that UTIL.L's price experiences larger fluctuations and is considered to be riskier than ESIS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UTIL.L | ESIS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.00% | 5.38% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | 10.02% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 13.76% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 12.44% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 12.40% | +5.23% |