IUSA.MI vs. CSNDX.MI
IUSA.MI (iShares Core S&P 500 UCITS ETF USD Dist) and CSNDX.MI (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IUSA.MI is a S&P 500 fund tracking the S&P 500 Index, while CSNDX.MI is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IUSA.MI returned 14.76%/yr vs 21.25%/yr for CSNDX.MI. Their correlation of 0.85 suggests significant overlap in exposure. IUSA.MI charges 0.07%/yr vs 0.30%/yr for CSNDX.MI.
Performance
IUSA.MI vs. CSNDX.MI - Performance Comparison
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Returns By Period
In the year-to-date period, IUSA.MI achieves a 11.29% return, which is significantly lower than CSNDX.MI's 20.42% return. Over the past 10 years, IUSA.MI has underperformed CSNDX.MI with an annualized return of 14.76%, while CSNDX.MI has yielded a comparatively higher 21.25% annualized return.
IUSA.MI
- 1D
- -0.12%
- 1M
- 4.34%
- YTD
- 11.29%
- 6M
- 10.77%
- 1Y
- 25.34%
- 3Y*
- 18.75%
- 5Y*
- 14.63%
- 10Y*
- 14.76%
CSNDX.MI
- 1D
- -0.81%
- 1M
- 7.99%
- YTD
- 20.42%
- 6M
- 18.69%
- 1Y
- 37.08%
- 3Y*
- 24.49%
- 5Y*
- 18.66%
- 10Y*
- 21.25%
IUSA.MI vs. CSNDX.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 11.29% | 4.17% | 33.56% | 22.16% | -14.75% | 40.69% | 7.30% | 34.11% | -1.42% | 6.61% |
CSNDX.MI iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.42% | 6.74% | 35.09% | 50.07% | -30.24% | 39.83% | 35.45% | 41.91% | 3.62% | 16.34% |
Correlation
The correlation between IUSA.MI and CSNDX.MI is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2010 | 0.85 |
The correlation between IUSA.MI and CSNDX.MI has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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Return for Risk
IUSA.MI vs. CSNDX.MI — Risk / Return Rank
IUSA.MI
CSNDX.MI
IUSA.MI vs. CSNDX.MI - 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.MI) and iShares NASDAQ 100 UCITS ETF USD (Acc) (CSNDX.MI). 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.
| IUSA.MI | CSNDX.MI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.42 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.54 | 3.79 | -0.25 |
| Martin ratioReturn relative to average drawdown | 12.66 | 11.18 | +1.48 |
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
| IUSA.MI | CSNDX.MI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 2.42 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.94 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 1.08 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.07 | -0.47 |
Drawdowns
IUSA.MI vs. CSNDX.MI - Drawdown Comparison
The maximum IUSA.MI drawdown since its inception was -52.36%, which is greater than CSNDX.MI's maximum drawdown of -31.19%. Use the drawdown chart below to compare losses from any high point for IUSA.MI and CSNDX.MI.
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Drawdown Indicators
| IUSA.MI | CSNDX.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.36% | -31.19% | -21.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.19% | -9.95% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -26.71% | +3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -23.29% | -31.19% | +7.90% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -31.19% | -2.49% |
Current DrawdownCurrent decline from peak | -0.46% | -0.81% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -5.43% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 3.37% | -1.36% |
Volatility
IUSA.MI vs. CSNDX.MI - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) is 2.70%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (CSNDX.MI) has a volatility of 4.28%. This indicates that IUSA.MI experiences smaller price fluctuations and is considered to be less risky than CSNDX.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSA.MI | CSNDX.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 4.28% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.46% | 10.79% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 15.61% | -4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 19.79% | -4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 19.61% | -3.53% |
IUSA.MI vs. CSNDX.MI - Expense Ratio Comparison
IUSA.MI has a 0.07% expense ratio, which is lower than CSNDX.MI's 0.30% expense ratio.
Dividends
IUSA.MI vs. CSNDX.MI - Dividend Comparison
IUSA.MI's dividend yield for the trailing twelve months is around 0.73%, while CSNDX.MI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSNDX.MI iShares NASDAQ 100 UCITS ETF USD (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% |
IUSA.MI iShares Core S&P 500 UCITS ETF USD Dist | 0.73% | 0.82% | 0.92% | 1.16% | 1.39% | 0.84% | 1.21% | 1.33% | 1.46% | 1.33% | 1.25% | 1.37% |
Frequently Asked Questions
With a correlation of 0.93, IUSA.MI and CSNDX.MI 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, IUSA.MI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.MI is cheaper with a 0.07% expense ratio, compared with 0.30% for CSNDX.MI.
IUSA.MI is categorized as S&P 500, while CSNDX.MI is Nasdaq-100. IUSA.MI tracks S&P 500 Index, while CSNDX.MI tracks NASDAQ-100 Index. Their fees differ too: 0.07% for IUSA.MI and 0.30% for CSNDX.MI.
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