WUTI.L vs. IUSU.L
Compare and contrast key facts about SPDR MSCI World Utilits UCITS ETF (WUTI.L) and iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L).
WUTI.L and IUSU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WUTI.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Apr 29, 2016. IUSU.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Utilities. It was launched on Mar 20, 2017. Both WUTI.L and IUSU.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
WUTI.L vs. IUSU.L - Performance Comparison
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WUTI.L vs. IUSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WUTI.L SPDR MSCI World Utilits UCITS ETF | 9.42% | 25.37% | 13.26% | 0.13% | -3.55% | 10.54% | 4.43% | 22.22% | 1.82% | 7.47% |
IUSU.L iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF | 7.45% | 15.77% | 23.00% | -8.57% | 2.05% | 18.82% | -1.94% | 26.14% | 2.86% | 3.81% |
Different Trading Currencies
WUTI.L is traded in USD, while IUSU.L is traded in GBp. To make them comparable, the IUSU.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WUTI.L achieves a 9.42% return, which is significantly higher than IUSU.L's 7.45% return.
WUTI.L
- 1D
- 1.45%
- 1M
- -1.90%
- YTD
- 9.42%
- 6M
- 11.39%
- 1Y
- 27.67%
- 3Y*
- 15.99%
- 5Y*
- 10.37%
- 10Y*
- —
IUSU.L
- 1D
- 0.86%
- 1M
- -3.05%
- YTD
- 7.45%
- 6M
- 5.44%
- 1Y
- 18.59%
- 3Y*
- 13.86%
- 5Y*
- 10.25%
- 10Y*
- —
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WUTI.L vs. IUSU.L - Expense Ratio Comparison
WUTI.L has a 0.30% expense ratio, which is higher than IUSU.L's 0.15% expense ratio.
Return for Risk
WUTI.L vs. IUSU.L — Risk / Return Rank
WUTI.L
IUSU.L
WUTI.L vs. IUSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Utilits UCITS ETF (WUTI.L) and iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF (IUSU.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.
| WUTI.L | IUSU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.09 | +0.71 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.56 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.84 | +0.96 |
Martin ratioReturn relative to average drawdown | 12.20 | 4.40 | +7.79 |
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
| WUTI.L | IUSU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.09 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.60 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.50 | +0.10 |
Correlation
The correlation between WUTI.L and IUSU.L is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WUTI.L vs. IUSU.L - Dividend Comparison
Neither WUTI.L nor IUSU.L has paid dividends to shareholders.
Drawdowns
WUTI.L vs. IUSU.L - Drawdown Comparison
The maximum WUTI.L drawdown since its inception was -33.85%, smaller than the maximum IUSU.L drawdown of -36.46%. Use the drawdown chart below to compare losses from any high point for WUTI.L and IUSU.L.
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Drawdown Indicators
| WUTI.L | IUSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -29.89% | -3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -9.51% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -29.89% | +8.03% |
Current DrawdownCurrent decline from peak | -2.90% | -2.46% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -8.87% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 4.21% | -1.99% |
Volatility
WUTI.L vs. IUSU.L - Volatility Comparison
SPDR MSCI World Utilits UCITS ETF (WUTI.L) has a higher volatility of 5.14% compared to iShares V PLC - iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) at 4.83%. This indicates that WUTI.L's price experiences larger fluctuations and is considered to be riskier than IUSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WUTI.L | IUSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 4.83% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 10.35% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 16.97% | -1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 17.10% | -2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.60% | 18.64% | -3.04% |