CUSS.L vs. IUIT.L
CUSS.L (iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) 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 IUIT.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 25.50%/yr for IUIT.L. A 0.64 correlation means they provide meaningful diversification when combined. CUSS.L charges 0.43%/yr vs 0.15%/yr for IUIT.L.
Performance
CUSS.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, CUSS.L achieves a 16.17% return, which is significantly lower than IUIT.L's 17.06% return. Over the past 10 years, CUSS.L has underperformed IUIT.L with an annualized return of 10.74%, while IUIT.L has yielded a comparatively higher 25.50% 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%
IUIT.L
- 1D
- -0.78%
- 1M
- -2.95%
- 6M
- 19.62%
- YTD
- 17.06%
- 1Y
- 31.65%
- 3Y*
- 29.24%
- 5Y*
- 21.03%
- 10Y*
- 25.50%
CUSS.L vs. IUIT.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% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 17.06% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.83% | -1.41% | 37.94% |
Correlation
The correlation between CUSS.L and IUIT.L is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.64 |
The correlation between CUSS.L and IUIT.L shifts across timeframes, from 0.53 (3 years) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CUSS.L vs. IUIT.L — Risk / Return Rank
CUSS.L
IUIT.L
CUSS.L vs. IUIT.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 (IUIT.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 | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.25 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 1.85 | +1.88 |
| Martin ratioReturn relative to average drawdown | 12.44 | 4.97 | +7.47 |
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Drawdowns
CUSS.L vs. IUIT.L - Drawdown Comparison
The maximum CUSS.L drawdown since its inception was -42.70%, which is greater than IUIT.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for CUSS.L and IUIT.L.
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Drawdown Indicators
| CUSS.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.70% | -33.46% | -9.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -17.03% | +8.65% |
Max Drawdown (3Y)Largest decline over 3 years | -27.77% | -26.40% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -33.46% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -42.70% | -33.46% | -9.24% |
Current DrawdownCurrent decline from peak | -3.61% | -7.85% | +4.24% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -5.91% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 6.35% | -3.83% |
Volatility
CUSS.L vs. IUIT.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 (IUIT.L) has a volatility of 7.15%. This indicates that CUSS.L experiences smaller price fluctuations and is considered to be less risky than IUIT.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 | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 7.15% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.22% | 17.59% | -5.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 22.08% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 23.96% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 22.32% | -1.40% |
CUSS.L vs. IUIT.L - Expense Ratio Comparison
CUSS.L has a 0.43% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Dividends
CUSS.L vs. IUIT.L - Dividend Comparison
Neither CUSS.L nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
CUSS.L and IUIT.L have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.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 IUIT.L is Technology Equities. CUSS.L tracks MSCI USA Small Cap ESG Enhanced CTB Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.43% for CUSS.L and 0.15% for IUIT.L.
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