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IEFS.L vs. CS1.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEFS.L vs. CS1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Edge MSCI Europe Size Factor UCITS ETF (IEFS.L) and Amundi ETF MSCI Spain UCITS ETF EUR (C) (CS1.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IEFS.L achieves a 5.78% return, which is significantly higher than CS1.L's 5.33% return. Over the past 10 years, IEFS.L has underperformed CS1.L with an annualized return of 8.37%, while CS1.L has yielded a comparatively higher 12.14% annualized return.


IEFS.L

1D
-0.28%
1M
1.57%
YTD
5.78%
6M
8.60%
1Y
16.22%
3Y*
12.43%
5Y*
5.82%
10Y*
8.37%

CS1.L

1D
-0.47%
1M
1.96%
YTD
5.33%
6M
9.86%
1Y
36.01%
3Y*
29.61%
5Y*
19.19%
10Y*
12.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEFS.L vs. CS1.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEFS.L
iShares Edge MSCI Europe Size Factor UCITS ETF
5.78%24.40%0.75%11.87%-13.35%12.21%7.23%20.36%-12.26%18.08%
CS1.L
Amundi ETF MSCI Spain UCITS ETF EUR (C)
5.33%62.63%14.12%24.14%4.89%0.59%-7.48%8.06%-11.27%15.93%

Correlation

The correlation between IEFS.L and CS1.L is 0.72, 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

0.72

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

0.73

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

0.74

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

0.75

Correlation (All Time)
Calculated using the full available price history since Jan 20, 2015

0.76

The correlation between IEFS.L and CS1.L has been stable across timeframes, ranging from 0.72 to 0.76 - a consistent structural relationship.

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Return for Risk

IEFS.L vs. CS1.L — Risk / Return Rank

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

IEFS.L
IEFS.L Risk / Return Rank: 3838
Overall Rank
IEFS.L Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
IEFS.L Sortino Ratio Rank: 3838
Sortino Ratio Rank
IEFS.L Omega Ratio Rank: 4040
Omega Ratio Rank
IEFS.L Calmar Ratio Rank: 3434
Calmar Ratio Rank
IEFS.L Martin Ratio Rank: 3838
Martin Ratio Rank

CS1.L
CS1.L Risk / Return Rank: 6767
Overall Rank
CS1.L Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
CS1.L Sortino Ratio Rank: 6464
Sortino Ratio Rank
CS1.L Omega Ratio Rank: 6767
Omega Ratio Rank
CS1.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
CS1.L Martin Ratio Rank: 6565
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.

IEFS.L vs. CS1.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Size Factor UCITS ETF (IEFS.L) and Amundi ETF MSCI Spain UCITS ETF EUR (C) (CS1.L). 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.


IEFS.LCS1.LDifference
Sharpe ratioReturn per unit of total volatility

-0.84

Sortino ratioReturn per unit of downside risk

-1.04

Omega ratioGain probability vs. loss probability

1.26

1.40

-0.15

Calmar ratioReturn relative to maximum drawdown

1.63

3.47

-1.84

Martin ratioReturn relative to average drawdown

5.83

11.71

-5.88

IEFS.L vs. CS1.L - Sharpe Ratio Comparison

The current IEFS.L Sharpe Ratio is 1.38, which is lower than the CS1.L Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of IEFS.L and CS1.L, 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


IEFS.LCS1.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

2.22

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

1.15

-0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.66

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.48

+0.04

Drawdowns

IEFS.L vs. CS1.L - Drawdown Comparison

The maximum IEFS.L drawdown since its inception was -31.02%, smaller than the maximum CS1.L drawdown of -38.87%. Use the drawdown chart below to compare losses from any high point for IEFS.L and CS1.L.


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Drawdown Indicators


IEFS.LCS1.LDifference

Max Drawdown

Largest peak-to-trough decline

-31.02%

-38.87%

+7.85%

Max Drawdown (1Y)

Largest decline over 1 year

-9.91%

-10.34%

+0.43%

Max Drawdown (3Y)

Largest decline over 3 years

-11.84%

-10.34%

-1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-26.40%

-18.82%

-7.58%

Max Drawdown (10Y)

Largest decline over 10 years

-31.02%

-38.87%

+7.85%

Current Drawdown

Current decline from peak

-2.40%

-1.86%

-0.54%

Average Drawdown

Average peak-to-trough decline

-5.84%

-10.35%

+4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

3.07%

-0.29%

Volatility

IEFS.L vs. CS1.L - Volatility Comparison

The current volatility for iShares Edge MSCI Europe Size Factor UCITS ETF (IEFS.L) is 3.78%, while Amundi ETF MSCI Spain UCITS ETF EUR (C) (CS1.L) has a volatility of 4.77%. This indicates that IEFS.L experiences smaller price fluctuations and is considered to be less risky than CS1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IEFS.LCS1.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

4.77%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

9.75%

13.35%

-3.60%

Volatility (1Y)

Calculated over the trailing 1-year period

11.72%

16.15%

-4.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.99%

16.72%

-1.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.59%

18.49%

-2.90%

IEFS.L vs. CS1.L - Expense Ratio Comparison

Both IEFS.L and CS1.L have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

IEFS.L vs. CS1.L - Dividend Comparison

Neither IEFS.L nor CS1.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IEFS.L and CS1.L have a correlation of 0.72, 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 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IEFS.L and CS1.L have the same expense ratio: 0.25% per year.

IEFS.L tracks MSCI Europe SMID NR EUR, while CS1.L tracks BME IBEX 35 NR EUR. They also come from different issuers: iShares and Amundi.

Portfolio Optimizer

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