CUSS.L vs. CUS1.L
CUSS.L (iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)) and CUS1.L (iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)) are both Small Cap Blend Equities funds from iShares - CUSS.L tracks the MSCI USA Small Cap ESG Enhanced CTB Index while CUS1.L tracks the Russell 2000 TR USD. Both are passively managed. Over the past 10 years, CUSS.L returned 10.74%/yr vs 10.92%/yr for CUS1.L. Their correlation of 0.94 suggests significant overlap in exposure. Both charge a 0.43% expense ratio.
Performance
CUSS.L vs. CUS1.L - Performance Comparison
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Different Trading Currencies
CUSS.L is traded in USD, while CUS1.L is traded in GBp. To make them comparable, the CUS1.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CUSS.L achieves a 16.17% return, which is significantly lower than CUS1.L's 17.29% return. Both investments have delivered pretty close results over the past 10 years, with CUSS.L having a 10.74% annualized return and CUS1.L not far ahead at 10.92%.
CUSS.L
- 1D
- -0.63%
- 1M
- -1.86%
- 6M
- 11.10%
- YTD
- 16.17%
- 1Y
- 29.03%
- 3Y*
- 13.99%
- 5Y*
- 7.45%
- 10Y*
- 10.74%
CUS1.L
- 1D
- 0.30%
- 1M
- -0.76%
- 6M
- 12.14%
- YTD
- 17.29%
- 1Y
- 30.24%
- 3Y*
- 14.69%
- 5Y*
- 7.69%
- 10Y*
- 10.92%
CUSS.L vs. CUS1.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUSS.L iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) | 16.17% | 10.15% | 9.80% | 17.73% | -17.15% | 18.55% | 18.55% | 26.39% | -10.90% | 16.10% |
CUS1.L iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 17.29% | 10.43% | 9.68% | 17.17% | -17.18% | 18.87% | 18.15% | 27.25% | -11.73% | 16.55% |
Correlation
The correlation between CUSS.L and CUS1.L is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | 0.94 |
The correlation between CUSS.L and CUS1.L has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.
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Return for Risk
CUSS.L vs. CUS1.L — Risk / Return Rank
CUSS.L
CUS1.L
CUSS.L vs. CUS1.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) and iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.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.
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.
| CUSS.L | CUS1.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.31 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 3.56 | +0.18 |
| Martin ratioReturn relative to average drawdown | 12.44 | 11.96 | +0.48 |
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Drawdowns
CUSS.L vs. CUS1.L - Drawdown Comparison
The maximum CUSS.L drawdown since its inception was -42.70%, roughly equal to the maximum CUS1.L drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for CUSS.L and CUS1.L.
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Drawdown Indicators
| CUSS.L | CUS1.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.70% | -42.32% | -0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -8.47% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -27.77% | -27.50% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -28.54% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -42.70% | -42.32% | -0.38% |
Current DrawdownCurrent decline from peak | -3.61% | -2.74% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -6.96% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.52% | 0.00% |
Volatility
CUSS.L vs. CUS1.L - Volatility Comparison
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) and iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) have volatilities of 4.69% and 4.81%, 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
| CUSS.L | CUS1.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.81% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.22% | 11.84% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 16.28% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 24.24% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 22.50% | -1.58% |
CUSS.L vs. CUS1.L - Expense Ratio Comparison
Both CUSS.L and CUS1.L have an expense ratio of 0.43%.
Dividends
CUSS.L vs. CUS1.L - Dividend Comparison
Neither CUSS.L nor CUS1.L has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.95, CUSS.L and CUS1.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.43% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CUSS.L and CUS1.L have the same expense ratio: 0.43% per year.
CUSS.L tracks MSCI USA Small Cap ESG Enhanced CTB Index, while CUS1.L tracks Russell 2000 TR USD.
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