EQAC.MI vs. IUSN.DE
EQAC.MI (Invesco EQQQ NASDAQ-100 UCITS ETF Acc) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - EQAC.MI is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. Both are passively managed. Over the past 5 years, EQAC.MI returned 18.68%/yr vs 7.95%/yr for IUSN.DE. A 0.64 correlation means they provide meaningful diversification when combined. EQAC.MI charges 0.30%/yr vs 0.35%/yr for IUSN.DE.
Performance
EQAC.MI vs. IUSN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EQAC.MI achieves a 20.38% return, which is significantly higher than IUSN.DE's 16.07% return.
EQAC.MI
- 1D
- -0.78%
- 1M
- 4.82%
- YTD
- 20.38%
- 6M
- 21.79%
- 1Y
- 38.55%
- 3Y*
- 24.54%
- 5Y*
- 18.68%
- 10Y*
- —
IUSN.DE
- 1D
- 2.38%
- 1M
- 3.44%
- YTD
- 16.07%
- 6M
- 16.37%
- 1Y
- 32.21%
- 3Y*
- 14.22%
- 5Y*
- 7.95%
- 10Y*
- —
EQAC.MI vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EQAC.MI Invesco EQQQ NASDAQ-100 UCITS ETF Acc | 20.38% | 6.78% | 35.08% | 50.29% | -30.28% | 40.00% | 35.43% | 6.47% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 25.29% | 5.24% | 5.98% |
Correlation
The correlation between EQAC.MI and IUSN.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2019 | 0.64 |
The correlation between EQAC.MI and IUSN.DE has been stable across timeframes, ranging from 0.60 to 0.67 - a consistent structural relationship.
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Return for Risk
EQAC.MI vs. IUSN.DE — Risk / Return Rank
EQAC.MI
IUSN.DE
EQAC.MI vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) and iShares MSCI World Small Cap UCITS ETF (IUSN.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.
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.
| EQAC.MI | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.41 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.79 | 4.42 | -0.63 |
| Martin ratioReturn relative to average drawdown | 11.32 | 16.61 | -5.29 |
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Drawdowns
EQAC.MI vs. IUSN.DE - Drawdown Comparison
The maximum EQAC.MI drawdown since its inception was -30.96%, smaller than the maximum IUSN.DE drawdown of -40.27%. Use the drawdown chart below to compare losses from any high point for EQAC.MI and IUSN.DE.
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Drawdown Indicators
| EQAC.MI | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -40.27% | +9.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -7.12% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -24.25% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -30.96% | -24.25% | -6.71% |
Current DrawdownCurrent decline from peak | -0.78% | 0.00% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -7.27% | -7.00% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 1.90% | +1.44% |
Volatility
EQAC.MI vs. IUSN.DE - Volatility Comparison
Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) has a higher volatility of 4.33% compared to iShares MSCI World Small Cap UCITS ETF (IUSN.DE) at 3.90%. This indicates that EQAC.MI's price experiences larger fluctuations and is considered to be riskier than IUSN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQAC.MI | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.90% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 9.79% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 13.88% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 16.56% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.22% | 18.31% | +2.91% |
EQAC.MI vs. IUSN.DE - Expense Ratio Comparison
EQAC.MI has a 0.30% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Dividends
EQAC.MI vs. IUSN.DE - Dividend Comparison
Neither EQAC.MI nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
EQAC.MI and IUSN.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQAC.MI is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQAC.MI is cheaper with a 0.30% expense ratio, compared with 0.35% for IUSN.DE.
EQAC.MI is categorized as Nasdaq-100, while IUSN.DE is Global Equities. EQAC.MI tracks NASDAQ-100 Index, while IUSN.DE tracks MSCI World Small Cap. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.30% for EQAC.MI and 0.35% for IUSN.DE.
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