VMIDX vs. IUIT.L
Compare and contrast key facts about VALIC Company I Mid Cap Index Fund (VMIDX) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
VMIDX is managed by VALIC. It was launched on Oct 1, 1991. IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMIDX or IUIT.L.
Correlation
The correlation between VMIDX and IUIT.L is 0.40, 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
VMIDX vs. IUIT.L - Performance Comparison
Key characteristics
VMIDX:
0.72
IUIT.L:
1.21
VMIDX:
1.10
IUIT.L:
1.68
VMIDX:
1.13
IUIT.L:
1.23
VMIDX:
0.52
IUIT.L:
1.83
VMIDX:
3.15
IUIT.L:
5.83
VMIDX:
3.67%
IUIT.L:
4.59%
VMIDX:
16.09%
IUIT.L:
22.12%
VMIDX:
-64.46%
IUIT.L:
-33.46%
VMIDX:
-11.23%
IUIT.L:
-3.20%
Returns By Period
In the year-to-date period, VMIDX achieves a 2.37% return, which is significantly higher than IUIT.L's -1.28% return.
VMIDX
2.37%
3.07%
8.68%
9.70%
2.11%
1.37%
IUIT.L
-1.28%
2.55%
11.72%
23.91%
21.59%
N/A
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VMIDX vs. IUIT.L - Expense Ratio Comparison
VMIDX has a 0.34% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Risk-Adjusted Performance
VMIDX vs. IUIT.L — Risk-Adjusted Performance Rank
VMIDX
IUIT.L
VMIDX vs. IUIT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Mid Cap Index Fund (VMIDX) 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.
Dividends
VMIDX vs. IUIT.L - Dividend Comparison
VMIDX's dividend yield for the trailing twelve months is around 1.36%, while IUIT.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMIDX VALIC Company I Mid Cap Index Fund | 1.36% | 1.40% | 1.22% | 1.46% | 0.97% | 1.32% | 1.39% | 1.31% | 1.15% | 1.21% | 1.12% | 1.07% |
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% |
Drawdowns
VMIDX vs. IUIT.L - Drawdown Comparison
The maximum VMIDX drawdown since its inception was -64.46%, 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 VMIDX and IUIT.L. For additional features, visit the drawdowns tool.
Volatility
VMIDX vs. IUIT.L - Volatility Comparison
The current volatility for VALIC Company I Mid Cap Index Fund (VMIDX) is 3.89%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 9.09%. This indicates that VMIDX 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.