CES1.L vs. IIND.L
Compare and contrast key facts about iShares MSCI EMU Small Cap UCITS ETF (Acc) (CES1.L) and iShares MSCI India UCITS ETF USD (Acc) (IIND.L).
CES1.L and IIND.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CES1.L is a passively managed fund by iShares that tracks the performance of the MSCI EMU Small Cap NR EUR. It was launched on Jul 1, 2009. IIND.L is a passively managed fund by iShares that tracks the performance of the MSCI India NR USD. It was launched on May 25, 2018. Both CES1.L and IIND.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CES1.L or IIND.L.
Key characteristics
| CES1.L | IIND.L | |
|---|---|---|
| YTD Return | -3.36% | 10.97% |
| 1Y Return | 5.80% | 21.47% |
| 3Y Return (Ann) | -2.81% | 7.86% |
| 5Y Return (Ann) | 4.61% | 12.11% |
| Sharpe Ratio | 0.53 | 1.40 |
| Sortino Ratio | 0.82 | 1.85 |
| Omega Ratio | 1.10 | 1.28 |
| Calmar Ratio | 0.47 | 2.72 |
| Martin Ratio | 1.30 | 9.38 |
| Ulcer Index | 5.20% | 2.28% |
| Daily Std Dev | 12.71% | 15.30% |
| Max Drawdown | -32.68% | -36.72% |
| Current Drawdown | -9.70% | -7.57% |
Correlation
The correlation between CES1.L and IIND.L is 0.55, 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
CES1.L vs. IIND.L - Performance Comparison
In the year-to-date period, CES1.L achieves a -3.36% return, which is significantly lower than IIND.L's 10.97% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CES1.L vs. IIND.L - Expense Ratio Comparison
CES1.L has a 0.58% expense ratio, which is lower than IIND.L's 0.65% expense ratio.
Risk-Adjusted Performance
CES1.L vs. IIND.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Small Cap UCITS ETF (Acc) (CES1.L) and iShares MSCI India UCITS ETF USD (Acc) (IIND.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
CES1.L vs. IIND.L - Dividend Comparison
Neither CES1.L nor IIND.L has paid dividends to shareholders.
Drawdowns
CES1.L vs. IIND.L - Drawdown Comparison
The maximum CES1.L drawdown since its inception was -32.68%, smaller than the maximum IIND.L drawdown of -36.72%. Use the drawdown chart below to compare losses from any high point for CES1.L and IIND.L. For additional features, visit the drawdowns tool.
Volatility
CES1.L vs. IIND.L - Volatility Comparison
The current volatility for iShares MSCI EMU Small Cap UCITS ETF (Acc) (CES1.L) is 2.63%, while iShares MSCI India UCITS ETF USD (Acc) (IIND.L) has a volatility of 3.89%. This indicates that CES1.L experiences smaller price fluctuations and is considered to be less risky than IIND.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.