EXSD.DE vs. IUSQ.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - EXSD.DE is a Europe Equities fund tracking the STOXX Europe Mid 200 Index, while IUSQ.DE is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 10 years, EXSD.DE returned 9.23%/yr vs 12.51%/yr for IUSQ.DE. A 0.76 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.20%/yr for IUSQ.DE.
Performance
EXSD.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly lower than IUSQ.DE's 14.14% return. Over the past 10 years, EXSD.DE has underperformed IUSQ.DE with an annualized return of 9.23%, while IUSQ.DE has yielded a comparatively higher 12.51% annualized return.
EXSD.DE
- 1D
- 0.64%
- 1M
- 4.72%
- 6M
- 11.00%
- YTD
- 12.15%
- 1Y
- 19.01%
- 3Y*
- 14.97%
- 5Y*
- 6.68%
- 10Y*
- 9.23%
IUSQ.DE
- 1D
- 0.59%
- 1M
- 1.08%
- 6M
- 13.65%
- YTD
- 14.14%
- 1Y
- 26.53%
- 3Y*
- 17.85%
- 5Y*
- 11.85%
- 10Y*
- 12.51%
EXSD.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 12.15% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 14.14% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 9.14% |
Correlation
The correlation between EXSD.DE and IUSQ.DE 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 | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2011 | 0.76 |
Over the past year, the correlation between EXSD.DE and IUSQ.DE has dropped to 0.53 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
EXSD.DE vs. IUSQ.DE — Risk / Return Rank
EXSD.DE
IUSQ.DE
EXSD.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.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.
| EXSD.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.41 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 4.08 | -1.93 |
| Martin ratioReturn relative to average drawdown | 7.63 | 16.66 | -9.03 |
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Drawdowns
EXSD.DE vs. IUSQ.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and IUSQ.DE.
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Drawdown Indicators
| EXSD.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -33.60% | -27.86% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -6.48% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -21.25% | +6.86% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -21.25% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -33.60% | -5.56% |
Current DrawdownCurrent decline from peak | 0.00% | -0.06% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -4.17% | -8.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.59% | +0.90% |
Volatility
EXSD.DE vs. IUSQ.DE - Volatility Comparison
iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) have volatilities of 3.57% and 3.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSD.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 3.66% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 8.63% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 11.78% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 13.99% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 14.98% | +1.72% |
EXSD.DE vs. IUSQ.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EXSD.DE vs. IUSQ.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, while IUSQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.71% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 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
EXSD.DE and IUSQ.DE 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, IUSQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSQ.DE is cheaper with a 0.20% expense ratio, compared with 0.21% for EXSD.DE.
EXSD.DE is categorized as Europe Equities, while IUSQ.DE is Global Equities. EXSD.DE tracks STOXX Europe Mid 200 Index, while IUSQ.DE tracks MSCI ACWI Index. Their fees differ too: 0.21% for EXSD.DE and 0.20% for IUSQ.DE.
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