WINC.L vs. IUIT.L
WINC.L (iShares World Equity High Income Active UCITS ETF USD Inc) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - WINC.L is a Dividend fund actively managed by iShares, while IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. WINC.L is actively managed, while IUIT.L is passively managed. Over the past year, WINC.L returned 22.30% vs 30.26% for IUIT.L. A 0.63 correlation means they provide meaningful diversification when combined.
Performance
WINC.L vs. IUIT.L - Performance Comparison
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Different Trading Currencies
WINC.L is traded in GBP, while IUIT.L is traded in USD. To make them comparable, the IUIT.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, WINC.L achieves a 10.93% return, which is significantly lower than IUIT.L's 16.58% return.
WINC.L
- 1D
- 0.55%
- 1M
- 0.55%
- 6M
- 9.36%
- YTD
- 10.93%
- 1Y
- 22.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUIT.L
- 1D
- -1.81%
- 1M
- -3.80%
- 6M
- 18.89%
- YTD
- 16.58%
- 1Y
- 30.26%
- 3Y*
- 27.83%
- 5Y*
- 21.45%
- 10Y*
- 25.18%
WINC.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 10.93% | 11.87% | 9.73% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 16.58% | 14.17% | 23.03% |
Correlation
The correlation between WINC.L and IUIT.L is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.63 |
The correlation between WINC.L and IUIT.L has been stable across timeframes, ranging from 0.57 to 0.63 - a consistent structural relationship.
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Return for Risk
WINC.L vs. IUIT.L — Risk / Return Rank
WINC.L
IUIT.L
WINC.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) 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.
| WINC.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.24 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.31 | 1.78 | +2.54 |
| Martin ratioReturn relative to average drawdown | 16.01 | 4.24 | +11.77 |
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Drawdowns
WINC.L vs. IUIT.L - Drawdown Comparison
The maximum WINC.L drawdown since its inception was -16.51%, smaller than the maximum IUIT.L drawdown of -28.01%. Use the drawdown chart below to compare losses from any high point for WINC.L and IUIT.L.
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Drawdown Indicators
| WINC.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.51% | -28.01% | +11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -16.96% | +11.60% |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.01% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.01% | — |
Current DrawdownCurrent decline from peak | -0.58% | -8.27% | +7.69% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -5.18% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 7.11% | -5.66% |
Volatility
WINC.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) is 3.06%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.26%. This indicates that WINC.L 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
| WINC.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 7.26% | -4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 17.36% | -10.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 22.17% | -12.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.57% | 23.19% | -11.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.57% | 22.24% | -10.67% |
Dividends
WINC.L vs. IUIT.L - Dividend Comparison
WINC.L's dividend yield for the trailing twelve months is around 12.81%, while IUIT.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% |
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 12.81% | 9.75% | 4.72% |
Frequently Asked Questions
WINC.L and IUIT.L have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WINC.L is categorized as Dividend, while IUIT.L is Technology Equities.
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