EQQQ.L vs. IUSN.DE
EQQQ.L (Invesco EQQQ NASDAQ-100 UCITS ETF) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - EQQQ.L 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, EQQQ.L returned 17.89%/yr vs 8.08%/yr for IUSN.DE. A 0.64 correlation means they provide meaningful diversification when combined. EQQQ.L charges 0.30%/yr vs 0.35%/yr for IUSN.DE.
Performance
EQQQ.L vs. IUSN.DE - Performance Comparison
Loading charts...
Different Trading Currencies
EQQQ.L is traded in GBp, while IUSN.DE is traded in EUR. To make them comparable, the IUSN.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, EQQQ.L achieves a 17.18% return, which is significantly higher than IUSN.DE's 14.82% return.
EQQQ.L
- 1D
- 2.53%
- 1M
- 0.63%
- YTD
- 17.18%
- 6M
- 17.41%
- 1Y
- 38.39%
- 3Y*
- 23.63%
- 5Y*
- 17.89%
- 10Y*
- 22.24%
IUSN.DE
- 1D
- 2.36%
- 1M
- 2.50%
- YTD
- 14.82%
- 6M
- 14.36%
- 1Y
- 34.04%
- 3Y*
- 14.53%
- 5Y*
- 8.08%
- 10Y*
- —
EQQQ.L vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 17.18% | 11.54% | 28.55% | 47.79% | -25.54% | 29.59% | 43.32% | 33.69% | 5.81% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 13.36% | 8.23% | 10.86% | -9.04% | 16.45% | 11.18% | 22.45% | -5.19% |
Correlation
The correlation between EQQQ.L and IUSN.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2018 | 0.64 |
The correlation between EQQQ.L and IUSN.DE has been stable across timeframes, ranging from 0.56 to 0.64 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EQQQ.L vs. IUSN.DE — Risk / Return Rank
EQQQ.L
IUSN.DE
EQQQ.L vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) 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.
| EQQQ.L | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.45 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 4.20 | -0.80 |
| Martin ratioReturn relative to average drawdown | 9.90 | 16.11 | -6.21 |
Loading charts...
Drawdowns
EQQQ.L vs. IUSN.DE - Drawdown Comparison
The maximum EQQQ.L drawdown since its inception was -65.36%, which is greater than IUSN.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for EQQQ.L and IUSN.DE.
Loading charts...
Drawdown Indicators
| EQQQ.L | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.36% | -33.60% | -31.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.97% | -7.95% | -3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -24.09% | -22.57% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.76% | -22.57% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -27.76% | — | — |
Current DrawdownCurrent decline from peak | -2.85% | 0.00% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -12.50% | -6.48% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.08% | +1.71% |
Volatility
EQQQ.L vs. IUSN.DE - Volatility Comparison
Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ.L) has a higher volatility of 5.78% compared to iShares MSCI World Small Cap UCITS ETF (IUSN.DE) at 3.98%. This indicates that EQQQ.L'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.
Loading charts...
Volatility by Period
| EQQQ.L | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 3.98% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.18% | 9.75% | +1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 13.39% | +1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 16.01% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.39% | 17.65% | +1.74% |
EQQQ.L vs. IUSN.DE - Expense Ratio Comparison
EQQQ.L has a 0.30% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Dividends
EQQQ.L vs. IUSN.DE - Dividend Comparison
EQQQ.L's dividend yield for the trailing twelve months is around 0.23%, while IUSN.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQQQ.L Invesco EQQQ NASDAQ-100 UCITS ETF | 0.23% | 0.29% | 0.38% | 0.39% | 0.56% | 0.25% | 0.41% | 0.56% | 0.63% | 0.67% | 0.77% | 0.72% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EQQQ.L and IUSN.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQQQ.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQQQ.L is cheaper with a 0.30% expense ratio, compared with 0.35% for IUSN.DE.
EQQQ.L is categorized as Nasdaq-100, while IUSN.DE is Global Equities. EQQQ.L 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 EQQQ.L and 0.35% for IUSN.DE.
Find the right allocation for EQQQ.L and IUSN.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer