IUSA.DE vs. ISP6.L
IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) and ISP6.L (iShares S&P SmallCap 600 UCITS ETF) are both exchange-traded funds - IUSA.DE is a S&P 500 fund tracking the S&P 500 Index, while ISP6.L is a Small Cap Blend Equities fund tracking the Russell 2000 TR USD. Both are passively managed. Over the past 10 years, IUSA.DE returned 14.31%/yr vs 9.79%/yr for ISP6.L. A 0.71 correlation means they provide meaningful diversification when combined. IUSA.DE charges 0.07%/yr vs 0.40%/yr for ISP6.L.
Performance
IUSA.DE vs. ISP6.L - Performance Comparison
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Different Trading Currencies
IUSA.DE is traded in EUR, while ISP6.L is traded in GBp. To make them comparable, the ISP6.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSA.DE achieves a 11.82% return, which is significantly lower than ISP6.L's 22.68% return. Over the past 10 years, IUSA.DE has outperformed ISP6.L with an annualized return of 14.31%, while ISP6.L has yielded a comparatively lower 9.79% annualized return.
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.29%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.99%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
ISP6.L
- 1D
- -1.25%
- 1M
- 3.20%
- 6M
- 15.15%
- YTD
- 22.68%
- 1Y
- 31.69%
- 3Y*
- 12.58%
- 5Y*
- 7.94%
- 10Y*
- 9.79%
IUSA.DE vs. ISP6.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -1.14% | 6.67% |
ISP6.L iShares S&P SmallCap 600 UCITS ETF | 22.68% | -6.07% | 14.01% | 13.33% | -11.53% | 36.18% | 1.06% | 24.98% | -5.73% | -1.01% |
Correlation
The correlation between IUSA.DE and ISP6.L is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 0.71 |
The correlation between IUSA.DE and ISP6.L has been stable across timeframes, ranging from 0.62 to 0.71 - a consistent structural relationship.
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Return for Risk
IUSA.DE vs. ISP6.L — Risk / Return Rank
IUSA.DE
ISP6.L
IUSA.DE vs. ISP6.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) and iShares S&P SmallCap 600 UCITS ETF (ISP6.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.
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.
| IUSA.DE | ISP6.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.11 | 5.15 | -2.05 |
| Martin ratioReturn relative to average drawdown | 11.06 | 14.60 | -3.54 |
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Drawdowns
IUSA.DE vs. ISP6.L - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -52.05%, smaller than the maximum ISP6.L drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and ISP6.L.
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Drawdown Indicators
| IUSA.DE | ISP6.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.05% | -70.50% | +18.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -6.12% | -0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -23.36% | -32.44% | +9.08% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -32.44% | +9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.67% | -41.30% | +7.63% |
Current DrawdownCurrent decline from peak | -1.33% | -2.65% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -17.36% | +8.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.17% | -0.23% |
Volatility
IUSA.DE vs. ISP6.L - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) is 3.00%, while iShares S&P SmallCap 600 UCITS ETF (ISP6.L) has a volatility of 4.51%. This indicates that IUSA.DE experiences smaller price fluctuations and is considered to be less risky than ISP6.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSA.DE | ISP6.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 4.51% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 10.90% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 15.83% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 19.92% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.04% | 21.25% | -5.21% |
IUSA.DE vs. ISP6.L - Expense Ratio Comparison
IUSA.DE has a 0.07% expense ratio, which is lower than ISP6.L's 0.40% expense ratio.
Dividends
IUSA.DE vs. ISP6.L - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.86%, more than ISP6.L's 0.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISP6.L iShares S&P SmallCap 600 UCITS ETF | 0.53% | 1.22% | 1.15% | 1.08% | 1.00% | 0.65% | 0.94% | 0.97% | 0.96% | 0.78% | 0.77% | 0.53% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
Frequently Asked Questions
IUSA.DE and ISP6.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.40% for ISP6.L.
IUSA.DE is categorized as S&P 500, while ISP6.L is Small Cap Blend Equities. IUSA.DE tracks S&P 500 Index, while ISP6.L tracks Russell 2000 TR USD. Their fees differ too: 0.07% for IUSA.DE and 0.40% for ISP6.L.
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