XLU vs. IEAC.AS
XLU (State Street Utilities Select Sector SPDR ETF) and IEAC.AS (iShares Core € Corp Bond UCITS ETF) are both exchange-traded funds - XLU is a Utilities Equities fund tracking the Utilities Select Sector Index, while IEAC.AS is a Corporate Bonds fund tracking the Bloomberg Euro Corporate Bond Index. Both are passively managed. Over the past 10 years, XLU returned 8.99%/yr vs 1.24%/yr for IEAC.AS. At a 0.19 correlation, their price movements are largely independent. XLU charges 0.08%/yr vs 0.20%/yr for IEAC.AS.
Performance
XLU vs. IEAC.AS - Performance Comparison
Loading charts...
Different Trading Currencies
XLU is traded in USD, while IEAC.AS is traded in EUR. To make them comparable, the IEAC.AS values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XLU achieves a 2.66% return, which is significantly higher than IEAC.AS's -0.58% return. Over the past 10 years, XLU has outperformed IEAC.AS with an annualized return of 8.99%, while IEAC.AS has yielded a comparatively lower 1.24% annualized return.
XLU
- 1D
- -1.87%
- 1M
- -2.68%
- YTD
- 2.66%
- 6M
- 3.35%
- 1Y
- 10.26%
- 3Y*
- 12.85%
- 5Y*
- 9.10%
- 10Y*
- 8.99%
IEAC.AS
- 1D
- 0.21%
- 1M
- -1.08%
- YTD
- -0.58%
- 6M
- 0.68%
- 1Y
- 4.02%
- 3Y*
- 7.44%
- 5Y*
- -0.86%
- 10Y*
- 1.24%
XLU vs. IEAC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLU State Street Utilities Select Sector SPDR ETF | 2.66% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
IEAC.AS iShares Core € Corp Bond UCITS ETF | -0.58% | 16.90% | -2.06% | 11.14% | -18.82% | -7.76% | 11.63% | 4.22% | -6.12% | 16.65% |
Correlation
The correlation between XLU and IEAC.AS is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since May 7, 2009 | 0.19 |
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
XLU vs. IEAC.AS — Risk / Return Rank
XLU
IEAC.AS
XLU vs. IEAC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Utilities Select Sector SPDR ETF (XLU) and iShares Core € Corp Bond UCITS ETF (IEAC.AS). 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.
| XLU | IEAC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 0.57 | +0.55 |
| Martin ratioReturn relative to average drawdown | 2.47 | 1.58 | +0.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XLU | IEAC.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.49 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | -0.09 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.14 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.24 | +0.16 |
Drawdowns
XLU vs. IEAC.AS - Drawdown Comparison
The maximum XLU drawdown since its inception was -51.98%, which is greater than IEAC.AS's maximum drawdown of -34.76%. Use the drawdown chart below to compare losses from any high point for XLU and IEAC.AS.
Loading charts...
Drawdown Indicators
| XLU | IEAC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.98% | -34.76% | -17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -9.18% | -6.52% | -2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -17.26% | -8.38% | -8.88% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -33.53% | +8.27% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -34.76% | -1.31% |
Current DrawdownCurrent decline from peak | -8.18% | -6.16% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -9.92% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 2.38% | +1.78% |
Volatility
XLU vs. IEAC.AS - Volatility Comparison
State Street Utilities Select Sector SPDR ETF (XLU) has a higher volatility of 5.60% compared to iShares Core € Corp Bond UCITS ETF (IEAC.AS) at 2.00%. This indicates that XLU's price experiences larger fluctuations and is considered to be riskier than IEAC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XLU | IEAC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 2.00% | +3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 5.72% | +5.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 7.61% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 9.28% | +8.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 8.69% | +10.58% |
XLU vs. IEAC.AS - Expense Ratio Comparison
XLU has a 0.08% expense ratio, which is lower than IEAC.AS's 0.20% 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
XLU vs. IEAC.AS - Dividend Comparison
XLU's dividend yield for the trailing twelve months is around 2.73%, less than IEAC.AS's 3.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEAC.AS iShares Core € Corp Bond UCITS ETF | 3.33% | 3.29% | 3.39% | 2.51% | 0.84% | 0.81% | 0.84% | 1.10% | 0.98% | 1.52% | 1.66% | 0.90% |
XLU State Street Utilities Select Sector SPDR ETF | 2.73% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
XLU and IEAC.AS have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.20% for IEAC.AS.
XLU is categorized as Utilities Equities, while IEAC.AS is Corporate Bonds. XLU tracks Utilities Select Sector Index, while IEAC.AS tracks Bloomberg Euro Corporate Bond Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.08% for XLU and 0.20% for IEAC.AS.
Find the right allocation for XLU and IEAC.AS
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