IS3U.DE vs. SC0D.DE
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) and SC0D.DE (Invesco EURO STOXX 50 UCITS ETF) are both Europe Equities funds - IS3U.DE tracks the MSCI France Index while SC0D.DE tracks the EURO STOXX® 50. Both are passively managed. Over the past 10 years, IS3U.DE returned 9.25%/yr vs 10.37%/yr for SC0D.DE. Their correlation of 0.93 suggests significant overlap in exposure. IS3U.DE charges 0.25%/yr vs 0.05%/yr for SC0D.DE.
Performance
IS3U.DE vs. SC0D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3U.DE achieves a 3.55% return, which is significantly lower than SC0D.DE's 7.29% return. Over the past 10 years, IS3U.DE has underperformed SC0D.DE with an annualized return of 9.25%, while SC0D.DE has yielded a comparatively higher 10.37% annualized return.
IS3U.DE
- 1D
- 1.13%
- 1M
- 0.06%
- YTD
- 3.55%
- 6M
- 4.27%
- 1Y
- 8.44%
- 3Y*
- 7.55%
- 5Y*
- 7.56%
- 10Y*
- 9.25%
SC0D.DE
- 1D
- 0.74%
- 1M
- 1.96%
- YTD
- 7.29%
- 6M
- 8.66%
- 1Y
- 15.55%
- 3Y*
- 15.50%
- 5Y*
- 11.35%
- 10Y*
- 10.37%
IS3U.DE vs. SC0D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 3.55% | 14.48% | 0.41% | 17.60% | -6.82% | 28.35% | -4.13% | 31.67% | -9.06% | 14.42% |
SC0D.DE Invesco EURO STOXX 50 UCITS ETF | 7.29% | 22.01% | 10.91% | 22.46% | -9.02% | 23.19% | -3.03% | 30.01% | -12.05% | 10.07% |
Correlation
The correlation between IS3U.DE and SC0D.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.93 |
The correlation between IS3U.DE and SC0D.DE has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
IS3U.DE vs. SC0D.DE — Risk / Return Rank
IS3U.DE
SC0D.DE
IS3U.DE vs. SC0D.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) and Invesco EURO STOXX 50 UCITS ETF (SC0D.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.
| IS3U.DE | SC0D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.43 | -0.67 |
| Martin ratioReturn relative to average drawdown | 2.37 | 4.87 | -2.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3U.DE | SC0D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.64 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.56 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.46 | +0.02 |
Drawdowns
IS3U.DE vs. SC0D.DE - Drawdown Comparison
The maximum IS3U.DE drawdown since its inception was -38.98%, roughly equal to the maximum SC0D.DE drawdown of -38.50%. Use the drawdown chart below to compare losses from any high point for IS3U.DE and SC0D.DE.
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Drawdown Indicators
| IS3U.DE | SC0D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -38.50% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -10.93% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -16.54% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -23.38% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -38.98% | -38.50% | -0.48% |
Current DrawdownCurrent decline from peak | -2.54% | -0.53% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -7.22% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.21% | +0.25% |
Volatility
IS3U.DE vs. SC0D.DE - Volatility Comparison
The current volatility for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) is 4.25%, while Invesco EURO STOXX 50 UCITS ETF (SC0D.DE) has a volatility of 4.94%. This indicates that IS3U.DE experiences smaller price fluctuations and is considered to be less risky than SC0D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3U.DE | SC0D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.94% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 12.94% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 15.95% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 17.53% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 18.27% | -0.85% |
IS3U.DE vs. SC0D.DE - Expense Ratio Comparison
IS3U.DE has a 0.25% expense ratio, which is higher than SC0D.DE's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IS3U.DE vs. SC0D.DE - Dividend Comparison
Neither IS3U.DE nor SC0D.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3U.DE and SC0D.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SC0D.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SC0D.DE is cheaper with a 0.05% expense ratio, compared with 0.25% for IS3U.DE.
IS3U.DE tracks MSCI France Index, while SC0D.DE tracks EURO STOXX® 50. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.25% for IS3U.DE and 0.05% for SC0D.DE.
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