EXSI.DE vs. IUSQ.DE
EXSI.DE (iShares EURO STOXX UCITS ETF (DE)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - EXSI.DE is a Europe Equities fund tracking the EURO STOXX®, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 10 years, EXSI.DE returned 10.25%/yr vs 12.38%/yr for IUSQ.DE. A 0.78 correlation means they provide meaningful diversification when combined. Both charge a 0.20% expense ratio.
Performance
EXSI.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSI.DE achieves a 8.62% return, which is significantly lower than IUSQ.DE's 12.65% return. Over the past 10 years, EXSI.DE has underperformed IUSQ.DE with an annualized return of 10.25%, while IUSQ.DE has yielded a comparatively higher 12.38% annualized return.
EXSI.DE
- 1D
- 0.58%
- 1M
- 1.93%
- YTD
- 8.62%
- 6M
- 10.56%
- 1Y
- 17.50%
- 3Y*
- 16.11%
- 5Y*
- 10.60%
- 10Y*
- 10.25%
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
EXSI.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSI.DE iShares EURO STOXX UCITS ETF (DE) | 8.62% | 25.17% | 9.26% | 18.57% | -11.66% | 22.41% | 0.51% | 28.04% | -13.03% | 13.60% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 9.14% |
Correlation
The correlation between EXSI.DE and IUSQ.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2011 | 0.78 |
The correlation between EXSI.DE and IUSQ.DE has been stable across timeframes, ranging from 0.71 to 0.79 - a consistent structural relationship.
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Return for Risk
EXSI.DE vs. IUSQ.DE — Risk / Return Rank
EXSI.DE
IUSQ.DE
EXSI.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX UCITS ETF (DE) (EXSI.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.
| EXSI.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | 4.08 | -2.38 |
| Martin ratioReturn relative to average drawdown | 6.24 | 16.69 | -10.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXSI.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 2.31 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.88 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.82 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.76 | -0.38 |
Drawdowns
EXSI.DE vs. IUSQ.DE - Drawdown Comparison
The maximum EXSI.DE drawdown since its inception was -59.71%, 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 EXSI.DE and IUSQ.DE.
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Drawdown Indicators
| EXSI.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -33.60% | -26.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -6.48% | -3.98% |
Max Drawdown (3Y)Largest decline over 3 years | -15.18% | -21.25% | +6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -21.25% | -3.07% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -33.60% | -4.57% |
Current DrawdownCurrent decline from peak | -0.45% | -0.55% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -4.19% | -9.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 1.59% | +1.27% |
Volatility
EXSI.DE vs. IUSQ.DE - Volatility Comparison
iShares EURO STOXX UCITS ETF (DE) (EXSI.DE) has a higher volatility of 4.42% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that EXSI.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSI.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.03% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 8.26% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.47% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 13.94% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 15.02% | +2.18% |
EXSI.DE vs. IUSQ.DE - Expense Ratio Comparison
Both EXSI.DE and IUSQ.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
EXSI.DE vs. IUSQ.DE - Dividend Comparison
EXSI.DE's dividend yield for the trailing twelve months is around 2.27%, while IUSQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSI.DE iShares EURO STOXX UCITS ETF (DE) | 2.27% | 2.45% | 2.76% | 2.67% | 2.63% | 2.12% | 1.61% | 2.67% | 2.88% | 3.90% | 3.18% | 2.86% |
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
EXSI.DE and IUSQ.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
EXSI.DE and IUSQ.DE have the same expense ratio: 0.20% per year.
EXSI.DE is categorized as Europe Equities, while IUSQ.DE is Global Equities. EXSI.DE tracks EURO STOXX®, while IUSQ.DE tracks MSCI All Country World (ACWI).
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