FUSA.DE vs. IUSG
FUSA.DE (Fidelity US Quality Income UCITS ETF Acc) and IUSG (iShares Core S&P U.S. Growth ETF) are both exchange-traded funds - FUSA.DE is a Large Cap Value Equities fund tracking the Fidelity US Quality Income NR USD, while IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index. Both are passively managed. Over the past 5 years, FUSA.DE returned 12.41%/yr vs 14.86%/yr for IUSG. A 0.51 correlation means they provide meaningful diversification when combined. FUSA.DE charges 0.30%/yr vs 0.04%/yr for IUSG.
Performance
FUSA.DE vs. IUSG - Performance Comparison
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Different Trading Currencies
FUSA.DE is traded in EUR, while IUSG is traded in USD. To make them comparable, the IUSG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, FUSA.DE achieves a 9.43% return, which is significantly lower than IUSG's 12.79% return.
FUSA.DE
- 1D
- -1.07%
- 1M
- 0.72%
- YTD
- 9.43%
- 6M
- 9.69%
- 1Y
- 22.62%
- 3Y*
- 15.25%
- 5Y*
- 12.41%
- 10Y*
- —
IUSG
- 1D
- 0.11%
- 1M
- -0.89%
- YTD
- 12.79%
- 6M
- 11.48%
- 1Y
- 27.96%
- 3Y*
- 23.59%
- 5Y*
- 14.86%
- 10Y*
- 17.62%
FUSA.DE vs. IUSG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUSA.DE Fidelity US Quality Income UCITS ETF Acc | 9.43% | 3.92% | 24.24% | 14.25% | -5.68% | 37.59% | 1.53% | 35.33% | 0.00% | -3.08% |
IUSG iShares Core S&P U.S. Growth ETF | 12.79% | 6.85% | 43.59% | 25.40% | -24.40% | 41.08% | 21.71% | 33.57% | 3.86% | 6.39% |
Correlation
The correlation between FUSA.DE and IUSG is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2017 | 0.51 |
The correlation between FUSA.DE and IUSG has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.
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Return for Risk
FUSA.DE vs. IUSG — Risk / Return Rank
FUSA.DE
IUSG
FUSA.DE vs. IUSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income UCITS ETF Acc (FUSA.DE) and iShares Core S&P U.S. Growth ETF (IUSG). 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.
| FUSA.DE | IUSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.30 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.33 | 2.34 | +2.00 |
| Martin ratioReturn relative to average drawdown | 16.80 | 8.16 | +8.64 |
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Drawdowns
FUSA.DE vs. IUSG - Drawdown Comparison
The maximum FUSA.DE drawdown since its inception was -35.33%, smaller than the maximum IUSG drawdown of -45.82%. Use the drawdown chart below to compare losses from any high point for FUSA.DE and IUSG.
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Drawdown Indicators
| FUSA.DE | IUSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -45.82% | +10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.20% | -12.02% | +6.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -27.11% | +5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -27.11% | +5.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.84% | — |
Current DrawdownCurrent decline from peak | -1.07% | -3.04% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -7.91% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 3.43% | -2.09% |
Volatility
FUSA.DE vs. IUSG - Volatility Comparison
The current volatility for Fidelity US Quality Income UCITS ETF Acc (FUSA.DE) is 2.78%, while iShares Core S&P U.S. Growth ETF (IUSG) has a volatility of 6.25%. This indicates that FUSA.DE experiences smaller price fluctuations and is considered to be less risky than IUSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUSA.DE | IUSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 6.25% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 12.53% | -5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.38% | 16.67% | -6.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.95% | 20.73% | -6.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 20.83% | -3.65% |
FUSA.DE vs. IUSG - Expense Ratio Comparison
FUSA.DE has a 0.30% expense ratio, which is higher than IUSG's 0.04% expense ratio.
Dividends
FUSA.DE vs. IUSG - Dividend Comparison
FUSA.DE has not paid dividends to shareholders, while IUSG's dividend yield for the trailing twelve months is around 0.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSA.DE Fidelity US Quality Income 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% |
IUSG iShares Core S&P U.S. Growth ETF | 0.50% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
FUSA.DE and IUSG have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSG is cheaper with a 0.04% expense ratio, compared with 0.30% for FUSA.DE.
FUSA.DE is categorized as Large Cap Value Equities, while IUSG is Large Cap Growth Equities. FUSA.DE tracks Fidelity US Quality Income NR USD, while IUSG tracks S&P 900 Growth Index. They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.30% for FUSA.DE and 0.04% for IUSG.
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