CSY9.DE vs. IS3T.DE
CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) and IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) are both Global Equities funds - CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility while IS3T.DE tracks the MSCI World Mid Cap Equal Weighted. Both are passively managed. Over the past 5 years, CSY9.DE returned 6.22%/yr vs 6.43%/yr for IS3T.DE. A 0.66 correlation means they provide meaningful diversification when combined. CSY9.DE charges 0.25%/yr vs 0.30%/yr for IS3T.DE.
Performance
CSY9.DE vs. IS3T.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CSY9.DE achieves a 3.19% return, which is significantly lower than IS3T.DE's 6.98% return.
CSY9.DE
- 1D
- 0.16%
- 1M
- 2.99%
- YTD
- 3.19%
- 6M
- 3.34%
- 1Y
- 3.09%
- 3Y*
- 6.65%
- 5Y*
- 6.22%
- 10Y*
- —
IS3T.DE
- 1D
- 0.30%
- 1M
- 1.92%
- YTD
- 6.98%
- 6M
- 8.42%
- 1Y
- 15.28%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
CSY9.DE vs. IS3T.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 3.19% | -0.67% | 16.05% | 5.76% | -5.25% | 23.30% | 2.67% |
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 22.31% | 16.42% |
Correlation
The correlation between CSY9.DE and IS3T.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 2020 | 0.66 |
The correlation between CSY9.DE and IS3T.DE has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.
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Return for Risk
CSY9.DE vs. IS3T.DE — Risk / Return Rank
CSY9.DE
IS3T.DE
CSY9.DE vs. IS3T.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) and iShares Edge MSCI World Size Factor UCITS ETF (IS3T.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.
| CSY9.DE | IS3T.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.15 | -1.46 |
| Martin ratioReturn relative to average drawdown | 1.54 | 8.02 | -6.48 |
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
| CSY9.DE | IS3T.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.32 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.46 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.53 | +0.08 |
Drawdowns
CSY9.DE vs. IS3T.DE - Drawdown Comparison
The maximum CSY9.DE drawdown since its inception was -13.92%, smaller than the maximum IS3T.DE drawdown of -36.87%. Use the drawdown chart below to compare losses from any high point for CSY9.DE and IS3T.DE.
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Drawdown Indicators
| CSY9.DE | IS3T.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.92% | -36.87% | +22.95% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -7.09% | +2.61% |
Max Drawdown (3Y)Largest decline over 3 years | -13.92% | -18.61% | +4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -13.92% | -18.61% | +4.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.87% | — |
Current DrawdownCurrent decline from peak | -2.72% | -0.59% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -5.74% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.90% | +0.10% |
Volatility
CSY9.DE vs. IS3T.DE - Volatility Comparison
The current volatility for CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) is 2.09%, while iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) has a volatility of 2.77%. This indicates that CSY9.DE experiences smaller price fluctuations and is considered to be less risky than IS3T.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSY9.DE | IS3T.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 2.77% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.48% | 8.61% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.07% | 11.58% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.03% | 13.90% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.91% | 15.25% | -3.34% |
CSY9.DE vs. IS3T.DE - Expense Ratio Comparison
CSY9.DE has a 0.25% expense ratio, which is lower than IS3T.DE's 0.30% expense ratio.
Dividends
CSY9.DE vs. IS3T.DE - Dividend Comparison
Neither CSY9.DE nor IS3T.DE has paid dividends to shareholders.
Frequently Asked Questions
CSY9.DE and IS3T.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY9.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY9.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for IS3T.DE.
CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility, while IS3T.DE tracks MSCI World Mid Cap Equal Weighted. They also come from different issuers: Credit Suisse and iShares. Their fees differ too: 0.25% for CSY9.DE and 0.30% for IS3T.DE.
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