IUS3.DE vs. CSY8.DE
IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) and CSY8.DE (CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD) are both Small Cap Blend Equities funds - IUS3.DE tracks the S&P SmallCap 600 Index while CSY8.DE tracks the MSCI USA Small Cap ESG Leaders. Both are passively managed. Over the past year, IUS3.DE returned 34.65% vs 27.16% for CSY8.DE. A 0.79 correlation means they provide meaningful diversification when combined. IUS3.DE charges 0.40%/yr vs 0.20%/yr for CSY8.DE.
Performance
IUS3.DE vs. CSY8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS3.DE achieves a 23.27% return, which is significantly higher than CSY8.DE's 17.82% return.
IUS3.DE
- 1D
- 0.08%
- 1M
- 7.69%
- 6M
- 24.81%
- YTD
- 23.27%
- 1Y
- 34.65%
- 3Y*
- 13.04%
- 5Y*
- 7.32%
- 10Y*
- 10.59%
CSY8.DE
- 1D
- 0.00%
- 1M
- 5.15%
- 6M
- 18.73%
- YTD
- 17.82%
- 1Y
- 27.16%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUS3.DE vs. CSY8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 23.27% | -4.35% | 6.90% |
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 17.82% | -2.70% | 7.04% |
Correlation
The correlation between IUS3.DE and CSY8.DE is 0.83, 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 | 0.83 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2024 | 0.79 |
The correlation between IUS3.DE and CSY8.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
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Return for Risk
IUS3.DE vs. CSY8.DE — Risk / Return Rank
IUS3.DE
CSY8.DE
IUS3.DE vs. CSY8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) and CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUS3.DE | CSY8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.28 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.49 | 3.90 | +1.59 |
| Martin ratioReturn relative to average drawdown | 16.51 | 12.92 | +3.59 |
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Drawdowns
IUS3.DE vs. CSY8.DE - Drawdown Comparison
The maximum IUS3.DE drawdown since its inception was -57.43%, which is greater than CSY8.DE's maximum drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for IUS3.DE and CSY8.DE.
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Drawdown Indicators
| IUS3.DE | CSY8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.43% | -31.41% | -26.02% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -6.99% | +0.71% |
Max Drawdown (3Y)Largest decline over 3 years | -32.89% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.55% | — | — |
Current DrawdownCurrent decline from peak | -2.22% | -1.99% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -9.68% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.12% | -0.03% |
Volatility
IUS3.DE vs. CSY8.DE - Volatility Comparison
iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) and CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) have volatilities of 4.30% and 4.22%, 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.
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Volatility by Period
| IUS3.DE | CSY8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.22% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 11.03% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 17.25% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.10% | 21.59% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 21.59% | -0.19% |
IUS3.DE vs. CSY8.DE - Expense Ratio Comparison
IUS3.DE has a 0.40% expense ratio, which is higher than CSY8.DE's 0.20% expense ratio.
Dividends
IUS3.DE vs. CSY8.DE - Dividend Comparison
IUS3.DE's dividend yield for the trailing twelve months is around 0.96%, while CSY8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 0.96% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
Frequently Asked Questions
IUS3.DE and CSY8.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY8.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY8.DE is cheaper with a 0.20% expense ratio, compared with 0.40% for IUS3.DE.
IUS3.DE tracks S&P SmallCap 600 Index, while CSY8.DE tracks MSCI USA Small Cap ESG Leaders. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.40% for IUS3.DE and 0.20% for CSY8.DE.
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