IUS4.DE vs. CSWG.L
IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) and CSWG.L (Amundi MSCI Switzerland UCITS ETF CHF) are both exchange-traded funds - IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap, while CSWG.L is a Europe Equities fund tracking the MSCI Switzerland NR CHF. Both are passively managed. Over the past 10 years, IUS4.DE returned 7.46%/yr vs 9.06%/yr for CSWG.L. At a 0.27 correlation, their price movements are largely independent. IUS4.DE charges 0.58%/yr vs 0.25%/yr for CSWG.L.
Performance
IUS4.DE vs. CSWG.L - Performance Comparison
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Different Trading Currencies
IUS4.DE is traded in EUR, while CSWG.L is traded in GBp. To make them comparable, the CSWG.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUS4.DE achieves a 14.74% return, which is significantly higher than CSWG.L's 4.64% return. Over the past 10 years, IUS4.DE has underperformed CSWG.L with an annualized return of 7.46%, while CSWG.L has yielded a comparatively higher 9.06% annualized return.
IUS4.DE
- 1D
- 0.43%
- 1M
- 5.25%
- YTD
- 14.74%
- 6M
- 16.38%
- 1Y
- 27.12%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
CSWG.L
- 1D
- 1.25%
- 1M
- 2.38%
- YTD
- 4.64%
- 6M
- 7.69%
- 1Y
- 12.85%
- 3Y*
- 8.89%
- 5Y*
- 7.71%
- 10Y*
- 9.06%
IUS4.DE vs. CSWG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 14.74% | 15.96% | 9.46% | 9.42% | -7.69% | 5.35% | -2.06% | 21.73% | -13.13% | 15.52% |
CSWG.L Amundi MSCI Switzerland UCITS ETF CHF | 4.65% | 17.52% | 3.69% | 10.87% | -12.27% | 28.28% | 1.22% | 36.00% | -4.77% | 9.98% |
Correlation
The correlation between IUS4.DE and CSWG.L is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2016 | 0.27 |
The correlation between IUS4.DE and CSWG.L shifts across timeframes, from 0.27 (all time) to 0.44 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUS4.DE vs. CSWG.L — Risk / Return Rank
IUS4.DE
CSWG.L
IUS4.DE vs. CSWG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) and Amundi MSCI Switzerland UCITS ETF CHF (CSWG.L). 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.
| IUS4.DE | CSWG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 1.14 | +1.53 |
| Martin ratioReturn relative to average drawdown | 9.26 | 3.63 | +5.63 |
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
| IUS4.DE | CSWG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.05 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.93 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.92 | -0.36 |
Drawdowns
IUS4.DE vs. CSWG.L - Drawdown Comparison
The maximum IUS4.DE drawdown since its inception was -32.63%, which is greater than CSWG.L's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for IUS4.DE and CSWG.L.
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Drawdown Indicators
| IUS4.DE | CSWG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -23.82% | -8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -11.54% | +1.42% |
Max Drawdown (3Y)Largest decline over 3 years | -12.92% | -15.34% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -17.56% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -32.63% | -23.82% | -8.81% |
Current DrawdownCurrent decline from peak | -0.73% | -3.46% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -5.22% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.58% | -0.66% |
Volatility
IUS4.DE vs. CSWG.L - Volatility Comparison
The current volatility for iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) is 3.47%, while Amundi MSCI Switzerland UCITS ETF CHF (CSWG.L) has a volatility of 3.86%. This indicates that IUS4.DE experiences smaller price fluctuations and is considered to be less risky than CSWG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS4.DE | CSWG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.86% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 10.04% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 12.56% | +3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 14.42% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.94% | 18.51% | -2.57% |
IUS4.DE vs. CSWG.L - Expense Ratio Comparison
IUS4.DE has a 0.58% expense ratio, which is higher than CSWG.L's 0.25% expense ratio.
Dividends
IUS4.DE vs. CSWG.L - Dividend Comparison
IUS4.DE's dividend yield for the trailing twelve months is around 0.87%, while CSWG.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWG.L Amundi MSCI Switzerland UCITS ETF CHF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
Frequently Asked Questions
IUS4.DE and CSWG.L have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSWG.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSWG.L is cheaper with a 0.25% expense ratio, compared with 0.58% for IUS4.DE.
IUS4.DE is categorized as Japan Equities, while CSWG.L is Europe Equities. IUS4.DE tracks MSCI Japan Small Cap, while CSWG.L tracks MSCI Switzerland NR CHF. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.58% for IUS4.DE and 0.25% for CSWG.L.
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