IFSU.L vs. IJS
Compare and contrast key facts about iShares Edge MSCI USA Multifactor UCITS (IFSU.L) and iShares S&P SmallCap 600 Value ETF (IJS).
IFSU.L and IJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IFSU.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Sep 4, 2015. IJS is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Value Index. It was launched on Jul 24, 2000. Both IFSU.L and IJS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IFSU.L or IJS.
Correlation
The correlation between IFSU.L and IJS is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IFSU.L vs. IJS - Performance Comparison
Key characteristics
IFSU.L:
1.85
IJS:
0.68
IFSU.L:
2.50
IJS:
1.12
IFSU.L:
1.35
IJS:
1.13
IFSU.L:
2.94
IJS:
1.15
IFSU.L:
10.55
IJS:
3.03
IFSU.L:
2.28%
IJS:
4.42%
IFSU.L:
12.96%
IJS:
19.45%
IFSU.L:
-35.95%
IJS:
-60.11%
IFSU.L:
-0.22%
IJS:
-6.68%
Returns By Period
In the year-to-date period, IFSU.L achieves a 4.12% return, which is significantly higher than IJS's 0.96% return.
IFSU.L
4.12%
2.00%
9.99%
23.53%
10.95%
N/A
IJS
0.96%
-0.73%
6.84%
11.49%
8.75%
8.11%
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IFSU.L vs. IJS - Expense Ratio Comparison
IFSU.L has a 0.35% expense ratio, which is higher than IJS's 0.25% expense ratio.
Risk-Adjusted Performance
IFSU.L vs. IJS — Risk-Adjusted Performance Rank
IFSU.L
IJS
IFSU.L vs. IJS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Multifactor UCITS (IFSU.L) and iShares S&P SmallCap 600 Value ETF (IJS). 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.
Dividends
IFSU.L vs. IJS - Dividend Comparison
IFSU.L has not paid dividends to shareholders, while IJS's dividend yield for the trailing twelve months is around 1.76%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFSU.L iShares Edge MSCI USA Multifactor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJS iShares S&P SmallCap 600 Value ETF | 1.76% | 1.78% | 1.42% | 1.47% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% | 1.41% |
Drawdowns
IFSU.L vs. IJS - Drawdown Comparison
The maximum IFSU.L drawdown since its inception was -35.95%, smaller than the maximum IJS drawdown of -60.11%. Use the drawdown chart below to compare losses from any high point for IFSU.L and IJS. For additional features, visit the drawdowns tool.
Volatility
IFSU.L vs. IJS - Volatility Comparison
iShares Edge MSCI USA Multifactor UCITS (IFSU.L) and iShares S&P SmallCap 600 Value ETF (IJS) have volatilities of 4.22% and 4.42%, 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.