CUS1.L vs. CSY8.DE
CUS1.L (iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)) and CSY8.DE (CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD) are both Small Cap Blend Equities funds - CUS1.L tracks the Russell 2000 TR USD while CSY8.DE tracks the MSCI USA Small Cap ESG Leaders. Both are passively managed. Over the past 5 years, CUS1.L returned 7.82%/yr vs 6.55%/yr for CSY8.DE. Their correlation of 0.88 suggests significant overlap in exposure. CUS1.L charges 0.43%/yr vs 0.20%/yr for CSY8.DE.
Performance
CUS1.L vs. CSY8.DE - Performance Comparison
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Different Trading Currencies
CUS1.L is traded in GBp, while CSY8.DE is traded in EUR. To make them comparable, the CSY8.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CUS1.L achieves a 15.99% return, which is significantly higher than CSY8.DE's 12.00% return.
CUS1.L
- 1D
- 1.06%
- 1M
- 4.90%
- YTD
- 15.99%
- 6M
- 15.37%
- 1Y
- 35.71%
- 3Y*
- 13.68%
- 5Y*
- 7.82%
- 10Y*
- 11.83%
CSY8.DE
- 1D
- 0.87%
- 1M
- 3.75%
- YTD
- 12.00%
- 6M
- 12.18%
- 1Y
- 29.26%
- 3Y*
- 11.22%
- 5Y*
- 6.55%
- 10Y*
- —
CUS1.L vs. CSY8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CUS1.L iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 15.99% | 2.68% | 11.54% | 11.30% | -7.26% | 19.95% | 24.32% |
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 12.00% | 2.36% | 8.65% | 10.25% | -6.68% | 22.13% | 23.18% |
Correlation
The correlation between CUS1.L and CSY8.DE is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2020 | 0.88 |
The correlation between CUS1.L and CSY8.DE has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
CUS1.L vs. CSY8.DE — Risk / Return Rank
CUS1.L
CSY8.DE
CUS1.L vs. CSY8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.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.
| CUS1.L | CSY8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 5.52 | 3.76 | +1.77 |
| Martin ratioReturn relative to average drawdown | 17.02 | 12.77 | +4.25 |
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
| CUS1.L | CSY8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.75 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.33 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.58 | +0.12 |
Drawdowns
CUS1.L vs. CSY8.DE - Drawdown Comparison
The maximum CUS1.L drawdown since its inception was -35.26%, which is greater than CSY8.DE's maximum drawdown of -29.83%. Use the drawdown chart below to compare losses from any high point for CUS1.L and CSY8.DE.
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Drawdown Indicators
| CUS1.L | CSY8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.26% | -29.83% | -5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -6.44% | -7.76% | +1.32% |
Max Drawdown (3Y)Largest decline over 3 years | -28.89% | -29.83% | +0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.89% | -29.83% | +0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -6.79% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.29% | -0.20% |
Volatility
CUS1.L vs. CSY8.DE - Volatility Comparison
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) have volatilities of 3.89% and 4.07%, 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
| CUS1.L | CSY8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 4.07% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 10.83% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.81% | 16.62% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.85% | 19.74% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 19.86% | -0.30% |
CUS1.L vs. CSY8.DE - Expense Ratio Comparison
CUS1.L has a 0.43% expense ratio, which is higher than CSY8.DE's 0.20% expense ratio.
Dividends
CUS1.L vs. CSY8.DE - Dividend Comparison
Neither CUS1.L nor CSY8.DE has paid dividends to shareholders.
Frequently Asked Questions
CUS1.L and CSY8.DE have a correlation of 0.85, 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 0.43% for CUS1.L.
CUS1.L tracks Russell 2000 TR USD, while CSY8.DE tracks MSCI USA Small Cap ESG Leaders. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.43% for CUS1.L and 0.20% for CSY8.DE.
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