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IS0D.DE vs. IUSQ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IS0D.DE vs. IUSQ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.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

In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly higher than IUSQ.DE's 12.65% return. Over the past 10 years, IS0D.DE has underperformed IUSQ.DE with an annualized return of 6.95%, while IUSQ.DE has yielded a comparatively higher 12.38% annualized return.


IS0D.DE

1D
0.10%
1M
-3.31%
YTD
30.64%
6M
23.16%
1Y
36.10%
3Y*
11.88%
5Y*
17.33%
10Y*
6.95%

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)

IS0D.DE vs. IUSQ.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IS0D.DE
iShares Oil & Gas Exploration & Production UCITS ETF
30.64%-4.44%3.13%-0.98%44.39%86.31%-39.08%13.51%-18.94%-15.78%
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 IS0D.DE and IUSQ.DE is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

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

0.23

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

0.32

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

0.46

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2012

0.52

The correlation between IS0D.DE and IUSQ.DE shifts across timeframes, from -0.07 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IS0D.DE vs. IUSQ.DE — Risk / Return Rank

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

IS0D.DE
IS0D.DE Risk / Return Rank: 3737
Overall Rank
IS0D.DE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
IS0D.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
IS0D.DE Omega Ratio Rank: 3737
Omega Ratio Rank
IS0D.DE Calmar Ratio Rank: 4141
Calmar Ratio Rank
IS0D.DE Martin Ratio Rank: 3434
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.

IS0D.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.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.


IS0D.DEIUSQ.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-1.42

Omega ratioGain probability vs. loss probability

1.24

1.43

-0.19

Calmar ratioReturn relative to maximum drawdown

2.02

4.08

-2.06

Martin ratioReturn relative to average drawdown

5.02

16.69

-11.68

IS0D.DE vs. IUSQ.DE - Sharpe Ratio Comparison

The current IS0D.DE Sharpe Ratio is 1.33, which is lower than the IUSQ.DE Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of IS0D.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


IS0D.DEIUSQ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

2.31

-0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.88

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.82

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

0.76

-0.67

Drawdowns

IS0D.DE vs. IUSQ.DE - Drawdown Comparison

The maximum IS0D.DE drawdown since its inception was -79.47%, 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 IS0D.DE and IUSQ.DE.


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Drawdown Indicators


IS0D.DEIUSQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-79.47%

-33.60%

-45.87%

Max Drawdown (1Y)

Largest decline over 1 year

-17.75%

-6.48%

-11.27%

Max Drawdown (3Y)

Largest decline over 3 years

-30.80%

-21.25%

-9.55%

Max Drawdown (5Y)

Largest decline over 5 years

-32.34%

-21.25%

-11.09%

Max Drawdown (10Y)

Largest decline over 10 years

-73.73%

-33.60%

-40.13%

Current Drawdown

Current decline from peak

-9.82%

-0.55%

-9.27%

Average Drawdown

Average peak-to-trough decline

-27.09%

-4.19%

-22.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.18%

1.59%

+5.59%

Volatility

IS0D.DE vs. IUSQ.DE - Volatility Comparison

iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) has a higher volatility of 7.78% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that IS0D.DE's price experiences larger fluctuations and is considered to be riskier 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


IS0D.DEIUSQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.78%

3.03%

+4.75%

Volatility (6M)

Calculated over the trailing 6-month period

22.48%

8.26%

+14.22%

Volatility (1Y)

Calculated over the trailing 1-year period

26.99%

11.47%

+15.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.37%

13.94%

+16.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.12%

15.02%

+18.10%

IS0D.DE vs. IUSQ.DE - Expense Ratio Comparison

IS0D.DE has a 0.55% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio.


Dividends

IS0D.DE vs. IUSQ.DE - Dividend Comparison

Neither IS0D.DE nor IUSQ.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IS0D.DE and IUSQ.DE have a correlation of -0.07, 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 0.55% for IS0D.DE.

IS0D.DE is categorized as Energy Equities, while IUSQ.DE is Global Equities. IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.55% for IS0D.DE and 0.20% for IUSQ.DE.

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