IUS3.DE vs. NQSE.DE
IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) and NQSE.DE (iShares NASDAQ 100 UCITS ETF) are both exchange-traded funds - IUS3.DE is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index, while NQSE.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, IUS3.DE returned 7.32%/yr vs 12.85%/yr for NQSE.DE. A 0.55 correlation means they provide meaningful diversification when combined. IUS3.DE charges 0.40%/yr vs 0.33%/yr for NQSE.DE.
Performance
IUS3.DE vs. NQSE.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 NQSE.DE's 14.72% 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%
NQSE.DE
- 1D
- 0.35%
- 1M
- -3.37%
- 6M
- 16.19%
- YTD
- 14.72%
- 1Y
- 26.71%
- 3Y*
- 22.71%
- 5Y*
- 12.85%
- 10Y*
- —
IUS3.DE vs. NQSE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 23.27% | -4.35% | 12.84% | 13.50% | -12.46% | 38.71% | 0.11% | 25.84% | -21.70% |
NQSE.DE iShares NASDAQ 100 UCITS ETF | 14.72% | 18.19% | 24.02% | 52.15% | -36.27% | 27.38% | 45.18% | 35.63% | -15.97% |
Correlation
The correlation between IUS3.DE and NQSE.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2018 | 0.55 |
The correlation between IUS3.DE and NQSE.DE has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.
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Return for Risk
IUS3.DE vs. NQSE.DE — Risk / Return Rank
IUS3.DE
NQSE.DE
IUS3.DE vs. NQSE.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 iShares NASDAQ 100 UCITS ETF (NQSE.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 | NQSE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.27 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 5.49 | 2.24 | +3.25 |
| Martin ratioReturn relative to average drawdown | 16.51 | 7.50 | +9.01 |
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Drawdowns
IUS3.DE vs. NQSE.DE - Drawdown Comparison
The maximum IUS3.DE drawdown since its inception was -57.43%, which is greater than NQSE.DE's maximum drawdown of -37.62%. Use the drawdown chart below to compare losses from any high point for IUS3.DE and NQSE.DE.
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Drawdown Indicators
| IUS3.DE | NQSE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.43% | -37.62% | -19.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -11.88% | +5.60% |
Max Drawdown (3Y)Largest decline over 3 years | -32.89% | -22.41% | -10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -37.62% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -41.55% | — | — |
Current DrawdownCurrent decline from peak | -2.22% | -3.42% | +1.20% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -8.51% | -4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 3.55% | -1.46% |
Volatility
IUS3.DE vs. NQSE.DE - Volatility Comparison
The current volatility for iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) is 4.30%, while iShares NASDAQ 100 UCITS ETF (NQSE.DE) has a volatility of 7.00%. This indicates that IUS3.DE experiences smaller price fluctuations and is considered to be less risky than NQSE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS3.DE | NQSE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 7.00% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 13.51% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 17.21% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.10% | 21.11% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 21.59% | -0.19% |
IUS3.DE vs. NQSE.DE - Expense Ratio Comparison
IUS3.DE has a 0.40% expense ratio, which is higher than NQSE.DE's 0.33% expense ratio.
Dividends
IUS3.DE vs. NQSE.DE - Dividend Comparison
IUS3.DE's dividend yield for the trailing twelve months is around 0.96%, while NQSE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
NQSE.DE iShares NASDAQ 100 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUS3.DE and NQSE.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NQSE.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NQSE.DE is cheaper with a 0.33% expense ratio, compared with 0.40% for IUS3.DE.
IUS3.DE is categorized as Small Cap Blend Equities, while NQSE.DE is Nasdaq-100. IUS3.DE tracks S&P SmallCap 600 Index, while NQSE.DE tracks NASDAQ-100 Index. Their fees differ too: 0.40% for IUS3.DE and 0.33% for NQSE.DE.
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