CUSS.L vs. IITU.L
CUSS.L (iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)) and IITU.L (iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)) are both exchange-traded funds - CUSS.L is a Small Cap Blend Equities fund tracking the MSCI USA Small Cap ESG Enhanced CTB Index, while IITU.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, CUSS.L returned 10.74%/yr vs 25.60%/yr for IITU.L. A 0.59 correlation means they provide meaningful diversification when combined. CUSS.L charges 0.43%/yr vs 0.15%/yr for IITU.L.
Performance
CUSS.L vs. IITU.L - Performance Comparison
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Different Trading Currencies
CUSS.L is traded in USD, while IITU.L is traded in GBp. To make them comparable, the IITU.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 IITU.L's 17.45% return. Over the past 10 years, CUSS.L has underperformed IITU.L with an annualized return of 10.74%, while IITU.L has yielded a comparatively higher 25.60% annualized return.
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%
IITU.L
- 1D
- -0.41%
- 1M
- -2.54%
- 6M
- 20.12%
- YTD
- 17.45%
- 1Y
- 32.12%
- 3Y*
- 29.51%
- 5Y*
- 21.16%
- 10Y*
- 25.60%
CUSS.L vs. IITU.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% |
IITU.L iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | 17.45% | 23.07% | 38.50% | 58.65% | -29.11% | 34.44% | 42.58% | 49.99% | -1.62% | 37.53% |
Correlation
The correlation between CUSS.L and IITU.L is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.59 |
The correlation between CUSS.L and IITU.L shifts across timeframes, from 0.49 (3 years) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CUSS.L vs. IITU.L — Risk / Return Rank
CUSS.L
IITU.L
CUSS.L vs. IITU.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 S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.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 | IITU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 1.90 | +1.83 |
| Martin ratioReturn relative to average drawdown | 12.44 | 5.17 | +7.27 |
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Drawdowns
CUSS.L vs. IITU.L - Drawdown Comparison
The maximum CUSS.L drawdown since its inception was -42.70%, roughly equal to the maximum IITU.L drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for CUSS.L and IITU.L.
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Drawdown Indicators
| CUSS.L | IITU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.70% | -43.85% | +1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -16.80% | +8.42% |
Max Drawdown (3Y)Largest decline over 3 years | -27.77% | -26.42% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -34.22% | +5.49% |
Max Drawdown (10Y)Largest decline over 10 years | -42.70% | -34.22% | -8.48% |
Current DrawdownCurrent decline from peak | -3.61% | -7.53% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -10.59% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 6.20% | -3.68% |
Volatility
CUSS.L vs. IITU.L - Volatility Comparison
The current volatility for iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc) (CUSS.L) is 4.69%, while iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IITU.L) has a volatility of 7.45%. This indicates that CUSS.L experiences smaller price fluctuations and is considered to be less risky than IITU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CUSS.L | IITU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 7.45% | -2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.22% | 17.21% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 21.89% | -5.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 27.39% | -6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 24.22% | -3.30% |
CUSS.L vs. IITU.L - Expense Ratio Comparison
CUSS.L has a 0.43% expense ratio, which is higher than IITU.L's 0.15% expense ratio.
Dividends
CUSS.L vs. IITU.L - Dividend Comparison
Neither CUSS.L nor IITU.L has paid dividends to shareholders.
Frequently Asked Questions
CUSS.L and IITU.L have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IITU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IITU.L is cheaper with a 0.15% expense ratio, compared with 0.43% for CUSS.L.
CUSS.L is categorized as Small Cap Blend Equities, while IITU.L is Technology Equities. CUSS.L tracks MSCI USA Small Cap ESG Enhanced CTB Index, while IITU.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.43% for CUSS.L and 0.15% for IITU.L.
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