CUS1.L vs. R2SC.L
Compare and contrast key facts about iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) and SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L).
CUS1.L and R2SC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUS1.L is a passively managed fund by iShares that tracks the performance of the Russell 2000 TR USD. It was launched on Jul 1, 2009. R2SC.L is a passively managed fund by State Street Global Advisors Ltd that tracks the performance of the Russell 2000 TR USD. It was launched on Jun 30, 2014. Both CUS1.L and R2SC.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUS1.L or R2SC.L.
Correlation
The correlation between CUS1.L and R2SC.L is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CUS1.L vs. R2SC.L - Performance Comparison
Key characteristics
CUS1.L:
0.67
R2SC.L:
0.59
CUS1.L:
1.12
R2SC.L:
1.02
CUS1.L:
1.13
R2SC.L:
1.12
CUS1.L:
1.37
R2SC.L:
0.76
CUS1.L:
2.84
R2SC.L:
2.66
CUS1.L:
4.01%
R2SC.L:
4.28%
CUS1.L:
16.95%
R2SC.L:
19.35%
CUS1.L:
-35.26%
R2SC.L:
-35.03%
CUS1.L:
-7.98%
R2SC.L:
-8.94%
Returns By Period
The year-to-date returns for both investments are quite close, with CUS1.L having a 11.39% return and R2SC.L slightly higher at 11.40%. Over the past 10 years, CUS1.L has outperformed R2SC.L with an annualized return of 10.73%, while R2SC.L has yielded a comparatively lower 9.75% annualized return.
CUS1.L
11.39%
-6.15%
10.94%
11.51%
9.29%
10.73%
R2SC.L
11.40%
-6.89%
10.65%
11.38%
7.90%
9.75%
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CUS1.L vs. R2SC.L - Expense Ratio Comparison
CUS1.L has a 0.43% expense ratio, which is higher than R2SC.L's 0.30% expense ratio.
Risk-Adjusted Performance
CUS1.L vs. R2SC.L - Risk-Adjusted Performance 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 SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L). 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.
Dividends
CUS1.L vs. R2SC.L - Dividend Comparison
Neither CUS1.L nor R2SC.L has paid dividends to shareholders.
Drawdowns
CUS1.L vs. R2SC.L - Drawdown Comparison
The maximum CUS1.L drawdown since its inception was -35.26%, roughly equal to the maximum R2SC.L drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for CUS1.L and R2SC.L. For additional features, visit the drawdowns tool.
Volatility
CUS1.L vs. R2SC.L - Volatility Comparison
The current volatility for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) is 4.22%, while SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L) has a volatility of 4.95%. This indicates that CUS1.L experiences smaller price fluctuations and is considered to be less risky than R2SC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.