IUS4.DE vs. ISPA.DE
IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, IUS4.DE returned 7.46%/yr vs 8.98%/yr for ISPA.DE. A 0.56 correlation means they provide meaningful diversification when combined. IUS4.DE charges 0.58%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUS4.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS4.DE achieves a 14.74% return, which is significantly higher than ISPA.DE's 13.48% return. Over the past 10 years, IUS4.DE has underperformed ISPA.DE with an annualized return of 7.46%, while ISPA.DE has yielded a comparatively higher 8.98% annualized return.
IUS4.DE
- 1D
- 0.43%
- 1M
- 4.46%
- YTD
- 14.74%
- 6M
- 15.83%
- 1Y
- 27.46%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IUS4.DE vs. ISPA.DE - 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IUS4.DE and ISPA.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2009 | 0.56 |
The correlation between IUS4.DE and ISPA.DE has been stable across timeframes, ranging from 0.52 to 0.58 - a consistent structural relationship.
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Return for Risk
IUS4.DE vs. ISPA.DE — Risk / Return Rank
IUS4.DE
ISPA.DE
IUS4.DE vs. ISPA.DE - 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 iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| IUS4.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.62 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 8.10 | -5.43 |
| Martin ratioReturn relative to average drawdown | 9.26 | 28.73 | -19.47 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 3.35 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.91 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.60 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Drawdowns
IUS4.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUS4.DE drawdown since its inception was -32.63%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUS4.DE and ISPA.DE.
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Drawdown Indicators
| IUS4.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -38.91% | +6.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -3.63% | -6.49% |
Max Drawdown (3Y)Largest decline over 3 years | -12.92% | -15.10% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -15.10% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -32.63% | -38.91% | +6.28% |
Current DrawdownCurrent decline from peak | -0.73% | -1.09% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -4.46% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 1.03% | +1.89% |
Volatility
IUS4.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) has a higher volatility of 3.47% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that IUS4.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE 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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.62% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 6.51% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 8.77% | +7.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 12.00% | +2.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.94% | 14.79% | +1.15% |
IUS4.DE vs. ISPA.DE - Expense Ratio Comparison
IUS4.DE has a 0.58% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IUS4.DE vs. ISPA.DE - Dividend Comparison
IUS4.DE's dividend yield for the trailing twelve months is around 0.87%, less than ISPA.DE's 3.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.58% for IUS4.DE.
IUS4.DE is categorized as Japan Equities, while ISPA.DE is Global Equities. IUS4.DE tracks MSCI Japan Small Cap, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.58% for IUS4.DE and 0.46% for ISPA.DE.
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