CSY8.DE vs. IUS3.DE
CSY8.DE (CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD) and IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) are both Small Cap Blend Equities funds - CSY8.DE tracks the MSCI USA Small Cap ESG Leaders while IUS3.DE tracks the S&P SmallCap 600 Index. Both are passively managed. Over the past year, CSY8.DE returned 32.23% vs 32.99% for IUS3.DE. A 0.79 correlation means they provide meaningful diversification when combined. CSY8.DE charges 0.20%/yr vs 0.40%/yr for IUS3.DE.
Performance
CSY8.DE vs. IUS3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CSY8.DE achieves a 17.89% return, which is significantly lower than IUS3.DE's 22.44% return.
CSY8.DE
- 1D
- 0.00%
- 1M
- 3.20%
- 6M
- 10.81%
- YTD
- 17.89%
- 1Y
- 32.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUS3.DE
- 1D
- 1.07%
- 1M
- 3.17%
- 6M
- 17.44%
- YTD
- 22.44%
- 1Y
- 32.99%
- 3Y*
- 13.58%
- 5Y*
- 7.99%
- 10Y*
- 9.86%
CSY8.DE vs. IUS3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 17.89% | -2.70% | 7.04% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 22.44% | -4.35% | 6.90% |
Correlation
The correlation between CSY8.DE and IUS3.DE is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2024 | 0.79 |
The correlation between CSY8.DE and IUS3.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
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Return for Risk
CSY8.DE vs. IUS3.DE — Risk / Return Rank
CSY8.DE
IUS3.DE
CSY8.DE vs. IUS3.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 iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSY8.DE | IUS3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.63 | 5.23 | -0.60 |
| Martin ratioReturn relative to average drawdown | 15.27 | 15.45 | -0.18 |
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Drawdowns
CSY8.DE vs. IUS3.DE - Drawdown Comparison
The maximum CSY8.DE drawdown since its inception was -31.41%, smaller than the maximum IUS3.DE drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for CSY8.DE and IUS3.DE.
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Drawdown Indicators
| CSY8.DE | IUS3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.41% | -57.43% | +26.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.99% | -6.28% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | — | -32.89% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.55% | — |
Current DrawdownCurrent decline from peak | -1.93% | -2.33% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -9.54% | -12.69% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.13% | -0.01% |
Volatility
CSY8.DE vs. IUS3.DE - Volatility Comparison
CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) and iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) have volatilities of 4.45% and 4.43%, 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
| CSY8.DE | IUS3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 4.43% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 10.96% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 16.54% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.47% | 20.06% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 21.39% | +0.08% |
CSY8.DE vs. IUS3.DE - Expense Ratio Comparison
CSY8.DE has a 0.20% expense ratio, which is lower than IUS3.DE's 0.40% expense ratio.
Dividends
CSY8.DE vs. IUS3.DE - Dividend Comparison
CSY8.DE has not paid dividends to shareholders, while IUS3.DE's dividend yield for the trailing twelve months is around 0.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 0.48% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
Frequently Asked Questions
CSY8.DE and IUS3.DE have a correlation of 0.83, 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 0.40% for IUS3.DE.
CSY8.DE tracks MSCI USA Small Cap ESG Leaders, while IUS3.DE tracks S&P SmallCap 600 Index. They also come from different issuers: Credit Suisse and iShares. Their fees differ too: 0.20% for CSY8.DE and 0.40% for IUS3.DE.
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