IUS3.DE vs. SXRG.DE
IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) and SXRG.DE (iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)) are both Small Cap Blend Equities funds from iShares - IUS3.DE tracks the S&P SmallCap 600 Index while SXRG.DE tracks the MSCI USA Small Cap ESG Enhanced Focus CTB. Both are passively managed. Over the past 10 years, IUS3.DE returned 10.59%/yr vs 11.21%/yr for SXRG.DE. Their correlation of 0.91 suggests significant overlap in exposure. IUS3.DE charges 0.40%/yr vs 0.43%/yr for SXRG.DE.
Performance
IUS3.DE vs. SXRG.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUS3.DE achieves a 23.27% return, which is significantly higher than SXRG.DE's 21.22% return. Over the past 10 years, IUS3.DE has underperformed SXRG.DE with an annualized return of 10.59%, while SXRG.DE has yielded a comparatively higher 11.21% annualized 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%
SXRG.DE
- 1D
- 0.05%
- 1M
- 5.14%
- 6M
- 21.96%
- YTD
- 21.22%
- 1Y
- 34.08%
- 3Y*
- 13.93%
- 5Y*
- 7.72%
- 10Y*
- 11.21%
IUS3.DE vs. SXRG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -6.51% | -0.88% |
SXRG.DE iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 21.22% | -1.21% | 15.85% | 13.82% | -12.53% | 29.74% | 6.96% | 30.76% | -7.93% | 2.34% |
Correlation
The correlation between IUS3.DE and SXRG.DE is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2009 | 0.91 |
The correlation between IUS3.DE and SXRG.DE has been stable across timeframes, ranging from 0.91 to 0.97 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IUS3.DE vs. SXRG.DE — Risk / Return Rank
IUS3.DE
SXRG.DE
IUS3.DE vs. SXRG.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 MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.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 | SXRG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 5.49 | 5.50 | -0.01 |
| Martin ratioReturn relative to average drawdown | 16.51 | 17.11 | -0.60 |
Loading charts...
Drawdowns
IUS3.DE vs. SXRG.DE - Drawdown Comparison
The maximum IUS3.DE drawdown since its inception was -57.43%, which is greater than SXRG.DE's maximum drawdown of -41.79%. Use the drawdown chart below to compare losses from any high point for IUS3.DE and SXRG.DE.
Loading charts...
Drawdown Indicators
| IUS3.DE | SXRG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.43% | -41.79% | -15.64% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -6.17% | -0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -32.89% | -31.54% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -31.54% | -1.35% |
Max Drawdown (10Y)Largest decline over 10 years | -41.55% | -41.79% | +0.24% |
Current DrawdownCurrent decline from peak | -2.22% | -2.05% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -12.69% | -7.72% | -4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 1.99% | +0.10% |
Volatility
IUS3.DE vs. SXRG.DE - Volatility Comparison
iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) and iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) have volatilities of 4.30% and 4.37%, 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.
Loading charts...
Volatility by Period
| IUS3.DE | SXRG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.37% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 10.42% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 15.96% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.10% | 19.78% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 20.33% | +1.07% |
IUS3.DE vs. SXRG.DE - Expense Ratio Comparison
IUS3.DE has a 0.40% expense ratio, which is lower than SXRG.DE's 0.43% expense ratio.
Dividends
IUS3.DE vs. SXRG.DE - Dividend Comparison
IUS3.DE's dividend yield for the trailing twelve months is around 0.96%, while SXRG.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% |
SXRG.DE iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 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
With a correlation of 0.94, IUS3.DE and SXRG.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IUS3.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUS3.DE is cheaper with a 0.40% expense ratio, compared with 0.43% for SXRG.DE.
IUS3.DE tracks S&P SmallCap 600 Index, while SXRG.DE tracks MSCI USA Small Cap ESG Enhanced Focus CTB. Their fees differ too: 0.40% for IUS3.DE and 0.43% for SXRG.DE.
Find the right allocation for IUS3.DE and SXRG.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer