CSSX5E.MI vs. IVV
CSSX5E.MI (iShares Core EURO STOXX 50 ETF EUR Acc) and IVV (iShares Core S&P 500 ETF) are both exchange-traded funds - CSSX5E.MI is a Europe Equities fund tracking the EURO STOXX® 50, while IVV is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, CSSX5E.MI returned 10.41%/yr vs 15.29%/yr for IVV. At a 0.42 correlation, their price movements are largely independent. CSSX5E.MI charges 0.10%/yr vs 0.03%/yr for IVV.
Performance
CSSX5E.MI vs. IVV - Performance Comparison
Loading charts...
Different Trading Currencies
CSSX5E.MI is traded in EUR, while IVV is traded in USD. To make them comparable, the IVV values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSSX5E.MI achieves a 6.16% return, which is significantly lower than IVV's 12.18% return. Over the past 10 years, CSSX5E.MI has underperformed IVV with an annualized return of 10.41%, while IVV has yielded a comparatively higher 15.29% annualized return.
CSSX5E.MI
- 1D
- -0.78%
- 1M
- 6.04%
- YTD
- 6.16%
- 6M
- 8.28%
- 1Y
- 15.57%
- 3Y*
- 15.01%
- 5Y*
- 11.33%
- 10Y*
- 10.41%
IVV
- 1D
- -0.55%
- 1M
- 5.72%
- YTD
- 12.18%
- 6M
- 11.48%
- 1Y
- 25.45%
- 3Y*
- 19.18%
- 5Y*
- 14.95%
- 10Y*
- 15.29%
CSSX5E.MI vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSSX5E.MI iShares Core EURO STOXX 50 ETF EUR Acc | 6.16% | 23.04% | 10.93% | 22.79% | -9.22% | 23.62% | -2.24% | 29.02% | -11.96% | 9.95% |
IVV iShares Core S&P 500 ETF | 12.18% | 3.86% | 33.18% | 22.52% | -13.09% | 38.39% | 8.64% | 34.03% | -0.01% | 6.79% |
Correlation
The correlation between CSSX5E.MI and IVV is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.42 |
The correlation between CSSX5E.MI and IVV shifts across timeframes, from 0.33 (3 years) to 0.47 (1 year), 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
CSSX5E.MI vs. IVV — Risk / Return Rank
CSSX5E.MI
IVV
CSSX5E.MI vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 ETF EUR Acc (CSSX5E.MI) and iShares Core S&P 500 ETF (IVV). 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.
| CSSX5E.MI | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.47 | -2.03 |
| Martin ratioReturn relative to average drawdown | 4.84 | 13.17 | -8.32 |
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
| CSSX5E.MI | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 2.09 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.90 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.83 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.62 | -0.21 |
Drawdowns
CSSX5E.MI vs. IVV - Drawdown Comparison
The maximum CSSX5E.MI drawdown since its inception was -38.50%, smaller than the maximum IVV drawdown of -49.91%. Use the drawdown chart below to compare losses from any high point for CSSX5E.MI and IVV.
Loading charts...
Drawdown Indicators
| CSSX5E.MI | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.50% | -49.91% | +11.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -7.36% | -3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -16.36% | -23.85% | +7.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.56% | -23.85% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -33.40% | -5.10% |
Current DrawdownCurrent decline from peak | -1.24% | -0.55% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -7.27% | -7.85% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 1.94% | +1.27% |
Volatility
CSSX5E.MI vs. IVV - Volatility Comparison
iShares Core EURO STOXX 50 ETF EUR Acc (CSSX5E.MI) has a higher volatility of 5.55% compared to iShares Core S&P 500 ETF (IVV) at 2.34%. This indicates that CSSX5E.MI's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSSX5E.MI | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 2.34% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 8.56% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 12.26% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 16.77% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 18.58% | -0.26% |
CSSX5E.MI vs. IVV - Expense Ratio Comparison
CSSX5E.MI has a 0.10% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CSSX5E.MI vs. IVV - Dividend Comparison
CSSX5E.MI has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSSX5E.MI iShares Core EURO STOXX 50 ETF EUR Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.06% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
CSSX5E.MI and IVV have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IVV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IVV is cheaper with a 0.03% expense ratio, compared with 0.10% for CSSX5E.MI.
CSSX5E.MI is categorized as Europe Equities, while IVV is S&P 500. CSSX5E.MI tracks EURO STOXX® 50, while IVV tracks S&P 500 Index. Their fees differ too: 0.10% for CSSX5E.MI and 0.03% for IVV.
Find the right allocation for CSSX5E.MI and IVV
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