CSY8.DE vs. CSYZ.DE
CSY8.DE (CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD) and CSYZ.DE (CSIF (IE) FTSE EPRA Nareit Developed Green Blue UCITS ETF A USD) are both exchange-traded funds - CSY8.DE is a Small Cap Blend Equities fund tracking the MSCI USA Small Cap ESG Leaders, while CSYZ.DE is a REIT fund tracking the FTSE EPRA Nareit Developed Green. Both are passively managed. Over the past 5 years, CSY8.DE returned 6.40%/yr vs 0.05%/yr for CSYZ.DE. A 0.64 correlation means they provide meaningful diversification when combined. CSY8.DE charges 0.20%/yr vs 0.25%/yr for CSYZ.DE.
Performance
CSY8.DE vs. CSYZ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CSY8.DE achieves a 12.89% return, which is significantly higher than CSYZ.DE's 7.36% return.
CSY8.DE
- 1D
- 0.75%
- 1M
- 3.52%
- YTD
- 12.89%
- 6M
- 13.27%
- 1Y
- 25.86%
- 3Y*
- 11.06%
- 5Y*
- 6.40%
- 10Y*
- —
CSYZ.DE
- 1D
- 0.21%
- 1M
- -0.49%
- YTD
- 7.36%
- 6M
- 6.96%
- 1Y
- 6.45%
- 3Y*
- 3.23%
- 5Y*
- 0.05%
- 10Y*
- —
CSY8.DE vs. CSYZ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 12.89% | -2.70% | 13.60% | 12.50% | -11.53% | 31.40% | 24.77% |
CSYZ.DE CSIF (IE) FTSE EPRA Nareit Developed Green Blue UCITS ETF A USD | 7.36% | -5.02% | 2.47% | 4.08% | -19.53% | 36.67% | 5.48% |
Correlation
The correlation between CSY8.DE and CSYZ.DE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2020 | 0.64 |
The correlation between CSY8.DE and CSYZ.DE shifts across timeframes, from 0.52 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CSY8.DE vs. CSYZ.DE — Risk / Return Rank
CSY8.DE
CSYZ.DE
CSY8.DE vs. CSYZ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) and CSIF (IE) FTSE EPRA Nareit Developed Green Blue UCITS ETF A USD (CSYZ.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.
| CSY8.DE | CSYZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.10 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.68 | 0.80 | +2.89 |
| Martin ratioReturn relative to average drawdown | 11.46 | 2.28 | +9.18 |
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
| CSY8.DE | CSYZ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.57 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.00 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.26 | +0.36 |
Drawdowns
CSY8.DE vs. CSYZ.DE - Drawdown Comparison
The maximum CSY8.DE drawdown since its inception was -31.41%, roughly equal to the maximum CSYZ.DE drawdown of -31.21%. Use the drawdown chart below to compare losses from any high point for CSY8.DE and CSYZ.DE.
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Drawdown Indicators
| CSY8.DE | CSYZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.41% | -31.21% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -6.99% | -8.07% | +1.08% |
Max Drawdown (3Y)Largest decline over 3 years | -31.41% | -20.14% | -11.27% |
Max Drawdown (5Y)Largest decline over 5 years | -31.41% | -31.21% | -0.20% |
Current DrawdownCurrent decline from peak | 0.00% | -15.10% | +15.10% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -13.84% | +6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.82% | -0.57% |
Volatility
CSY8.DE vs. CSYZ.DE - Volatility Comparison
CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) has a higher volatility of 3.95% compared to CSIF (IE) FTSE EPRA Nareit Developed Green Blue UCITS ETF A USD (CSYZ.DE) at 2.84%. This indicates that CSY8.DE's price experiences larger fluctuations and is considered to be riskier than CSYZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSY8.DE | CSYZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 2.84% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.69% | 8.54% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 11.29% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.19% | 15.03% | +5.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 15.22% | +5.06% |
CSY8.DE vs. CSYZ.DE - Expense Ratio Comparison
CSY8.DE has a 0.20% expense ratio, which is lower than CSYZ.DE's 0.25% 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
CSY8.DE vs. CSYZ.DE - Dividend Comparison
CSY8.DE has not paid dividends to shareholders, while CSYZ.DE's dividend yield for the trailing twelve months is around 1.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSYZ.DE CSIF (IE) FTSE EPRA Nareit Developed Green Blue UCITS ETF A USD | 1.01% | 1.32% | 0.00% | 0.76% | 3.39% | 0.21% |
Frequently Asked Questions
CSY8.DE and CSYZ.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY8.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY8.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for CSYZ.DE.
CSY8.DE is categorized as Small Cap Blend Equities, while CSYZ.DE is REIT. CSY8.DE tracks MSCI USA Small Cap ESG Leaders, while CSYZ.DE tracks FTSE EPRA Nareit Developed Green. Their fees differ too: 0.20% for CSY8.DE and 0.25% for CSYZ.DE.
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