CSWG.L vs. IUS4.DE
CSWG.L (Amundi MSCI Switzerland UCITS ETF CHF) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both exchange-traded funds - CSWG.L is a Europe Equities fund tracking the MSCI Switzerland NR CHF, while IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap. Both are passively managed. Over the past 10 years, CSWG.L returned 10.09%/yr vs 8.51%/yr for IUS4.DE. At a 0.27 correlation, their price movements are largely independent. CSWG.L charges 0.25%/yr vs 0.58%/yr for IUS4.DE.
Performance
CSWG.L vs. IUS4.DE - Performance Comparison
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Different Trading Currencies
CSWG.L is traded in GBp, while IUS4.DE is traded in EUR. To make them comparable, the IUS4.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSWG.L achieves a 3.71% return, which is significantly lower than IUS4.DE's 13.84% return. Over the past 10 years, CSWG.L has outperformed IUS4.DE with an annualized return of 10.09%, while IUS4.DE has yielded a comparatively lower 8.51% annualized return.
CSWG.L
- 1D
- 1.34%
- 1M
- 2.57%
- YTD
- 3.71%
- 6M
- 6.61%
- 1Y
- 15.88%
- 3Y*
- 9.05%
- 5Y*
- 7.85%
- 10Y*
- 10.09%
IUS4.DE
- 1D
- 0.55%
- 1M
- 5.48%
- YTD
- 13.84%
- 6M
- 15.25%
- 1Y
- 30.55%
- 3Y*
- 14.80%
- 5Y*
- 8.50%
- 10Y*
- 8.51%
CSWG.L vs. IUS4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWG.L Amundi MSCI Switzerland UCITS ETF CHF | 3.71% | 23.70% | -0.86% | 8.57% | -7.50% | 19.38% | 6.91% | 29.09% | -2.83% | 15.62% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 13.84% | 21.99% | 4.69% | 7.24% | -2.63% | -2.08% | 3.47% | 15.39% | -11.91% | 20.45% |
Correlation
The correlation between CSWG.L and IUS4.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2016 | 0.27 |
The correlation between CSWG.L and IUS4.DE shifts across timeframes, from 0.27 (all time) to 0.41 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CSWG.L vs. IUS4.DE — Risk / Return Rank
CSWG.L
IUS4.DE
CSWG.L vs. IUS4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Switzerland UCITS ETF CHF (CSWG.L) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE). 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.
| CSWG.L | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.69 | -1.39 |
| Martin ratioReturn relative to average drawdown | 4.16 | 9.26 | -5.10 |
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
| CSWG.L | IUS4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.90 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.58 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.53 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.53 | +0.51 |
Drawdowns
CSWG.L vs. IUS4.DE - Drawdown Comparison
The maximum CSWG.L drawdown since its inception was -18.31%, smaller than the maximum IUS4.DE drawdown of -29.37%. Use the drawdown chart below to compare losses from any high point for CSWG.L and IUS4.DE.
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Drawdown Indicators
| CSWG.L | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -29.37% | +11.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.32% | -1.20% |
Max Drawdown (3Y)Largest decline over 3 years | -12.52% | -11.32% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -21.16% | +4.90% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -29.37% | +11.06% |
Current DrawdownCurrent decline from peak | -4.76% | -1.11% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -6.14% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.29% | +0.57% |
Volatility
CSWG.L vs. IUS4.DE - Volatility Comparison
Amundi MSCI Switzerland UCITS ETF CHF (CSWG.L) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) have volatilities of 4.02% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWG.L | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 3.84% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 13.79% | -3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 16.04% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 14.52% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.57% | 15.99% | +2.58% |
CSWG.L vs. IUS4.DE - Expense Ratio Comparison
CSWG.L has a 0.25% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
CSWG.L vs. IUS4.DE - Dividend Comparison
CSWG.L has not paid dividends to shareholders, while IUS4.DE's dividend yield for the trailing twelve months is around 0.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWG.L Amundi MSCI Switzerland UCITS ETF CHF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
Frequently Asked Questions
CSWG.L and IUS4.DE have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSWG.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSWG.L is cheaper with a 0.25% expense ratio, compared with 0.58% for IUS4.DE.
CSWG.L is categorized as Europe Equities, while IUS4.DE is Japan Equities. CSWG.L tracks MSCI Switzerland NR CHF, while IUS4.DE tracks MSCI Japan Small Cap. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.25% for CSWG.L and 0.58% for IUS4.DE.
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