XDPU.L vs. IUIS.L
XDPU.L (Xtrackers S&P 500 UCITS ETF 4C) and IUIS.L (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) are both S&P 500 funds - XDPU.L tracks the S&P 500 Index while IUIS.L tracks the S&P 500 Capped 35/20 Industrials Index. Both are passively managed. Over the past 3 years, XDPU.L returned 18.41%/yr vs 19.58%/yr for IUIS.L. Their 0.76 correlation means they have sometimes moved together and sometimes differently. XDPU.L charges 0.03%/yr vs 0.15%/yr for IUIS.L.
Performance
XDPU.L vs. IUIS.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDPU.L achieves a 7.55% return, which is significantly lower than IUIS.L's 17.15% return.
XDPU.L
- 1D
- -0.87%
- 1M
- -0.03%
- 6M
- 6.03%
- YTD
- 7.55%
- 1Y
- 16.44%
- 3Y*
- 18.41%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.47%
IUIS.L
- 1D
- 0.59%
- 1M
- -0.06%
- 6M
- 10.92%
- YTD
- 17.15%
- 1Y
- 19.14%
- 3Y*
- 19.58%
- 5Y*
- 13.34%
- 10Y*
- —
- ALL TIME*
- 12.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.12M | $3.12M | $2.72M | |
| $384.88K | $1.17M | $724.46K |
XDPU.L vs. IUIS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XDPU.L Xtrackers S&P 500 UCITS ETF 4C | 7.55% | 17.36% | 25.28% | 26.77% | -6.22% |
IUIS.L iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) | 17.15% | 19.17% | 17.53% | 17.86% | 3.42% |
Correlation
The correlation between XDPU.L and IUIS.L is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2022 | 0.76 |
The correlation between XDPU.L and IUIS.L shifts across timeframes, from 0.63 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDPU.L vs. IUIS.L — Risk / Return Rank
XDPU.L
IUIS.L
XDPU.L vs. IUIS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 UCITS ETF 4C (XDPU.L) and iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.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.
| XDPU.L | IUIS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.83 | +0.20 |
| Martin ratioReturn relative to average drawdown | 8.09 | 7.05 | +1.04 |
Loading charts...
Drawdowns
XDPU.L vs. IUIS.L - Drawdown Comparison
The maximum XDPU.L drawdown since its inception was -18.25%, smaller than the maximum IUIS.L drawdown of -42.18%. Use the drawdown chart below to compare losses from any high point for XDPU.L and IUIS.L.
Loading charts...
Drawdown Indicators
| XDPU.L | IUIS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -42.18% | +23.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.22% | -10.42% | +2.20% |
Max Drawdown (3Y)Largest decline over 3 years | -18.25% | -19.63% | +1.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.22% | — |
Current DrawdownCurrent decline from peak | -3.08% | -1.59% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -5.04% | +1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.71% | -0.64% |
Volatility
XDPU.L vs. IUIS.L - Volatility Comparison
The current volatility for Xtrackers S&P 500 UCITS ETF 4C (XDPU.L) is 3.39%, while iShares S&P 500 Industrials Sector UCITS ETF USD (Acc) (IUIS.L) has a volatility of 4.51%. This indicates that XDPU.L experiences smaller price fluctuations and is considered to be less risky than IUIS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDPU.L | IUIS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 4.51% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 12.77% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 15.16% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 17.30% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.22% | 19.47% | -4.25% |
XDPU.L vs. IUIS.L - Expense Ratio Comparison
XDPU.L has a 0.03% expense ratio, which is lower than IUIS.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XDPU.L vs. IUIS.L - Dividend Comparison
Neither XDPU.L nor IUIS.L has paid dividends to shareholders.
Frequently Asked Questions
XDPU.L and IUIS.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDPU.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDPU.L is cheaper with a 0.03% expense ratio, compared with 0.15% for IUIS.L.
XDPU.L tracks S&P 500 Index, while IUIS.L tracks S&P 500 Capped 35/20 Industrials Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.03% for XDPU.L and 0.15% for IUIS.L.
Find the right allocation for XDPU.L and IUIS.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer