IDVY.AS vs. CSUS.AS
IDVY.AS (iShares Euro Dividend UCITS ETF) and CSUS.AS (iShares MSCI USA UCITS ETF USD (Acc)) are both exchange-traded funds - IDVY.AS is a Europe Equities fund tracking the MSCI EMU NR EUR, while CSUS.AS is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD. Both are passively managed. Over the past 10 years, IDVY.AS returned 7.95%/yr vs 14.34%/yr for CSUS.AS. A 0.55 correlation means they provide meaningful diversification when combined. IDVY.AS charges 0.40%/yr vs 0.33%/yr for CSUS.AS.
Performance
IDVY.AS vs. CSUS.AS - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with IDVY.AS having a 12.47% return and CSUS.AS slightly higher at 12.98%. Over the past 10 years, IDVY.AS has underperformed CSUS.AS with an annualized return of 7.95%, while CSUS.AS has yielded a comparatively higher 14.34% annualized return.
IDVY.AS
- 1D
- 0.00%
- 1M
- 1.35%
- 6M
- 10.91%
- YTD
- 12.47%
- 1Y
- 24.28%
- 3Y*
- 21.45%
- 5Y*
- 10.33%
- 10Y*
- 7.95%
CSUS.AS
- 1D
- 0.00%
- 1M
- 1.93%
- 6M
- 10.53%
- YTD
- 12.98%
- 1Y
- 24.85%
- 3Y*
- 19.35%
- 5Y*
- 13.23%
- 10Y*
- 14.34%
IDVY.AS vs. CSUS.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 12.47% | 41.92% | 8.62% | 4.42% | -13.82% | 24.39% | -17.87% | 20.43% | -10.28% | 9.96% |
CSUS.AS iShares MSCI USA UCITS ETF USD (Acc) | 12.98% | 4.04% | 33.96% | 22.33% | -15.27% | 37.95% | 10.18% | 32.81% | -0.73% | 6.52% |
Correlation
The correlation between IDVY.AS and CSUS.AS is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2014 | 0.55 |
Over the past year, the correlation between IDVY.AS and CSUS.AS has dropped to 0.35 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IDVY.AS vs. CSUS.AS — Risk / Return Rank
IDVY.AS
CSUS.AS
IDVY.AS vs. CSUS.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IDVY.AS) and iShares MSCI USA UCITS ETF USD (Acc) (CSUS.AS). 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.
| IDVY.AS | CSUS.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 3.37 | -0.35 |
| Martin ratioReturn relative to average drawdown | 9.39 | 11.66 | -2.26 |
Loading charts...
Drawdowns
IDVY.AS vs. CSUS.AS - Drawdown Comparison
The maximum IDVY.AS drawdown since its inception was -68.85%, which is greater than CSUS.AS's maximum drawdown of -34.08%. Use the drawdown chart below to compare losses from any high point for IDVY.AS and CSUS.AS.
Loading charts...
Drawdown Indicators
| IDVY.AS | CSUS.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.85% | -34.08% | -34.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -7.34% | -0.63% |
Max Drawdown (3Y)Largest decline over 3 years | -12.81% | -23.49% | +10.68% |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | -23.49% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -34.08% | -8.26% |
Current DrawdownCurrent decline from peak | 0.00% | -0.17% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -29.06% | -4.36% | -24.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.13% | +0.44% |
Volatility
IDVY.AS vs. CSUS.AS - Volatility Comparison
iShares Euro Dividend UCITS ETF (IDVY.AS) and iShares MSCI USA UCITS ETF USD (Acc) (CSUS.AS) have volatilities of 3.00% and 2.98%, 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.
Loading charts...
Volatility by Period
| IDVY.AS | CSUS.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 2.98% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 8.23% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.85% | 11.88% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 15.56% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 16.26% | +0.62% |
IDVY.AS vs. CSUS.AS - Expense Ratio Comparison
IDVY.AS has a 0.40% expense ratio, which is higher than CSUS.AS's 0.33% expense ratio.
Dividends
IDVY.AS vs. CSUS.AS - Dividend Comparison
IDVY.AS's dividend yield for the trailing twelve months is around 4.42%, while CSUS.AS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUS.AS iShares MSCI USA UCITS ETF USD (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% |
IDVY.AS iShares Euro Dividend UCITS ETF | 4.42% | 4.36% | 5.85% | 5.84% | 5.28% | 3.68% | 3.57% | 4.84% | 4.76% | 3.91% | 3.97% | 3.99% |
Frequently Asked Questions
IDVY.AS and CSUS.AS have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSUS.AS is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSUS.AS is cheaper with a 0.33% expense ratio, compared with 0.40% for IDVY.AS.
IDVY.AS is categorized as Europe Equities, while CSUS.AS is Large Cap Blend Equities. IDVY.AS tracks MSCI EMU NR EUR, while CSUS.AS tracks Russell 1000 TR USD. Their fees differ too: 0.40% for IDVY.AS and 0.33% for CSUS.AS.
Find the right allocation for IDVY.AS and CSUS.AS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer