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IBCY.DE vs. IUSQ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBCY.DE vs. IUSQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.DE) and iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

Over the past 10 years, IBCY.DE has underperformed IUSQ.DE with an annualized return of 11.22%, while IUSQ.DE has yielded a comparatively higher 12.38% annualized return.


IBCY.DE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
13.35%
3Y*
13.97%
5Y*
10.27%
10Y*
11.22%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBCY.DE vs. IUSQ.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBCY.DE
iShares Edge MSCI USA Multifactor UCITS ETF
0.00%6.35%29.21%13.73%-11.70%36.60%0.17%28.63%-6.73%6.21%
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 IBCY.DE and IUSQ.DE is 0.51, 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

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.79

Correlation (5Y)
Calculated over the trailing 5-year period

0.86

Correlation (10Y)
Calculated over the trailing 10-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2015

0.90

Over the past year, the correlation between IBCY.DE and IUSQ.DE has dropped to 0.51 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.

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Return for Risk

IBCY.DE vs. IUSQ.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBCY.DE
IBCY.DE Risk / Return Rank: 7272
Overall Rank
IBCY.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IBCY.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
IBCY.DE Omega Ratio Rank: 9090
Omega Ratio Rank
IBCY.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
IBCY.DE Martin Ratio Rank: 8989
Martin Ratio Rank

IUSQ.DE
IUSQ.DE Risk / Return Rank: 7676
Overall Rank
IUSQ.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
IUSQ.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
IUSQ.DE Omega Ratio Rank: 7474
Omega Ratio Rank
IUSQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
IUSQ.DE Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBCY.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.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.


IBCY.DEIUSQ.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.56

1.43

+0.13

Calmar ratioReturn relative to maximum drawdown

4.08

4.08

0.00

Martin ratioReturn relative to average drawdown

19.99

16.69

+3.29

IBCY.DE vs. IUSQ.DE - Sharpe Ratio Comparison

The current IBCY.DE Sharpe Ratio is 1.70, which is comparable to the IUSQ.DE Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of IBCY.DE and IUSQ.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IBCY.DEIUSQ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

2.31

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.88

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

0.82

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.76

-0.13

Drawdowns

IBCY.DE vs. IUSQ.DE - Drawdown Comparison

The maximum IBCY.DE drawdown since its inception was -35.54%, 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 IBCY.DE and IUSQ.DE.


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Drawdown Indicators


IBCY.DEIUSQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.54%

-33.60%

-1.94%

Max Drawdown (1Y)

Largest decline over 1 year

-3.26%

-6.48%

+3.22%

Max Drawdown (3Y)

Largest decline over 3 years

-22.91%

-21.25%

-1.66%

Max Drawdown (5Y)

Largest decline over 5 years

-22.91%

-21.25%

-1.66%

Max Drawdown (10Y)

Largest decline over 10 years

-35.54%

-33.60%

-1.94%

Current Drawdown

Current decline from peak

0.00%

-0.55%

+0.55%

Average Drawdown

Average peak-to-trough decline

-4.95%

-4.19%

-0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

1.59%

-0.92%

Volatility

IBCY.DE vs. IUSQ.DE - Volatility Comparison

The current volatility for iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.DE) is 0.00%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.03%. This indicates that IBCY.DE experiences smaller price fluctuations and is considered to be less risky 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


IBCY.DEIUSQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.03%

-3.03%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

8.26%

-8.26%

Volatility (1Y)

Calculated over the trailing 1-year period

7.99%

11.47%

-3.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.77%

13.94%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.12%

15.02%

+1.10%

IBCY.DE vs. IUSQ.DE - Expense Ratio Comparison

IBCY.DE has a 0.35% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio.


Dividends

IBCY.DE vs. IUSQ.DE - Dividend Comparison

Neither IBCY.DE nor IUSQ.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IBCY.DE and IUSQ.DE have a correlation of 0.51, 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 0.35% for IBCY.DE.

IBCY.DE is categorized as Large Cap Blend Equities, while IUSQ.DE is Global Equities. IBCY.DE tracks MSCI USA Diversified Multiple-Factor, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.35% for IBCY.DE and 0.20% for IUSQ.DE.

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