ESIN.DE vs. IUSN.DE
ESIN.DE (iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc)) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - ESIN.DE is a Industrials Equities fund tracking the MSCI World/Materials NR USD, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. Both are passively managed. Over the past 5 years, ESIN.DE returned 12.55%/yr vs 7.95%/yr for IUSN.DE. A 0.73 correlation means they provide meaningful diversification when combined. ESIN.DE charges 0.18%/yr vs 0.35%/yr for IUSN.DE.
Performance
ESIN.DE vs. IUSN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIN.DE achieves a 7.79% return, which is significantly lower than IUSN.DE's 16.07% return.
ESIN.DE
- 1D
- 1.95%
- 1M
- 0.21%
- YTD
- 7.79%
- 6M
- 9.29%
- 1Y
- 16.60%
- 3Y*
- 18.33%
- 5Y*
- 12.55%
- 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*
- —
ESIN.DE vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ESIN.DE iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc) | 7.79% | 25.25% | 14.45% | 27.14% | -16.98% | 13.36% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 12.18% |
Correlation
The correlation between ESIN.DE and IUSN.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since May 14, 2021 | 0.73 |
The correlation between ESIN.DE and IUSN.DE has been stable across timeframes, ranging from 0.69 to 0.73 - a consistent structural relationship.
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Return for Risk
ESIN.DE vs. IUSN.DE — Risk / Return Rank
ESIN.DE
IUSN.DE
ESIN.DE vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc) (ESIN.DE) 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.
| ESIN.DE | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.41 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 4.42 | -3.24 |
| Martin ratioReturn relative to average drawdown | 4.25 | 16.61 | -12.36 |
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Drawdowns
ESIN.DE vs. IUSN.DE - Drawdown Comparison
The maximum ESIN.DE drawdown since its inception was -29.11%, smaller than the maximum IUSN.DE drawdown of -40.27%. Use the drawdown chart below to compare losses from any high point for ESIN.DE and IUSN.DE.
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Drawdown Indicators
| ESIN.DE | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.11% | -40.27% | +11.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.17% | -7.12% | -6.05% |
Max Drawdown (3Y)Largest decline over 3 years | -18.28% | -24.25% | +5.97% |
Max Drawdown (5Y)Largest decline over 5 years | -29.11% | -24.25% | -4.86% |
Current DrawdownCurrent decline from peak | -3.59% | 0.00% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -7.00% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 1.90% | +1.76% |
Volatility
ESIN.DE vs. IUSN.DE - Volatility Comparison
iShares MSCI Europe Industrials Sector UCITS ETF EUR (Acc) (ESIN.DE) has a higher volatility of 6.24% compared to iShares MSCI World Small Cap UCITS ETF (IUSN.DE) at 3.90%. This indicates that ESIN.DE'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
| ESIN.DE | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 3.90% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 16.70% | 9.79% | +6.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 13.88% | +5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 16.56% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 18.31% | +0.56% |
ESIN.DE vs. IUSN.DE - Expense Ratio Comparison
ESIN.DE has a 0.18% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Dividends
ESIN.DE vs. IUSN.DE - Dividend Comparison
Neither ESIN.DE nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
ESIN.DE and IUSN.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIN.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIN.DE is cheaper with a 0.18% expense ratio, compared with 0.35% for IUSN.DE.
ESIN.DE is categorized as Industrials Equities, while IUSN.DE is Global Equities. ESIN.DE tracks MSCI World/Materials NR USD, while IUSN.DE tracks MSCI World Small Cap. Their fees differ too: 0.18% for ESIN.DE and 0.35% for IUSN.DE.
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