IU5C.DE vs. IUSQ.DE
IU5C.DE (iShares S&P 500 Communication Sector UCITS ETF USD (Acc)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - IU5C.DE is a Communications Equities fund tracking the S&P 500 Capped 35/20 Communication Services, while IUSQ.DE is a Global Equities fund tracking the MSCI All Country World (ACWI). Both are passively managed. Over the past 5 years, IU5C.DE returned 12.43%/yr vs 12.42%/yr for IUSQ.DE. A 0.75 correlation means they provide meaningful diversification when combined. IU5C.DE charges 0.15%/yr vs 0.20%/yr for IUSQ.DE.
Performance
IU5C.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IU5C.DE achieves a 3.08% return, which is significantly lower than IUSQ.DE's 12.65% return.
IU5C.DE
- 1D
- 1.39%
- 1M
- -2.99%
- YTD
- 3.08%
- 6M
- 0.70%
- 1Y
- 17.66%
- 3Y*
- 23.65%
- 5Y*
- 12.43%
- 10Y*
- —
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%
IU5C.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IU5C.DE iShares S&P 500 Communication Sector UCITS ETF USD (Acc) | 3.08% | 12.25% | 46.75% | 50.73% | -37.12% | 31.78% | 11.48% | 35.88% | -11.68% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -11.74% |
Correlation
The correlation between IU5C.DE and IUSQ.DE is 0.50, 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 | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2018 | 0.75 |
Over the past year, the correlation between IU5C.DE and IUSQ.DE has dropped to 0.50 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
IU5C.DE vs. IUSQ.DE — Risk / Return Rank
IU5C.DE
IUSQ.DE
IU5C.DE vs. IUSQ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
| IU5C.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 4.08 | -1.76 |
| Martin ratioReturn relative to average drawdown | 7.89 | 16.69 | -8.81 |
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
| IU5C.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.31 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.88 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.76 | -0.04 |
Drawdowns
IU5C.DE vs. IUSQ.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, 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 IU5C.DE and IUSQ.DE.
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Drawdown Indicators
| IU5C.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.23% | -33.60% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -6.48% | -1.58% |
Max Drawdown (3Y)Largest decline over 3 years | -23.61% | -21.25% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -39.23% | -21.25% | -17.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | -4.21% | -0.55% | -3.66% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -4.19% | -4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 1.59% | +0.78% |
Volatility
IU5C.DE vs. IUSQ.DE - Volatility Comparison
iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) has a higher volatility of 4.12% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that IU5C.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
| IU5C.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 3.03% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 8.26% | +1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 11.47% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 13.94% | +5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 15.02% | +4.89% |
IU5C.DE vs. IUSQ.DE - Expense Ratio Comparison
IU5C.DE has a 0.15% expense ratio, which is lower than IUSQ.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IU5C.DE vs. IUSQ.DE - Dividend Comparison
Neither IU5C.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
IU5C.DE and IUSQ.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IU5C.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IU5C.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for IUSQ.DE.
IU5C.DE is categorized as Communications Equities, while IUSQ.DE is Global Equities. IU5C.DE tracks S&P 500 Capped 35/20 Communication Services, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.15% for IU5C.DE and 0.20% for IUSQ.DE.
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