IUSD.DE vs. IS3Q.DE
IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) and IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) are both Global Equities funds from iShares - IUSD.DE tracks the MSCI World Islamic Index while IS3Q.DE tracks the MSCI World Sector Neutral Quality. Both are passively managed. Over the past 10 years, IUSD.DE returned 11.00%/yr vs 12.05%/yr for IS3Q.DE. A 0.56 correlation means they provide meaningful diversification when combined. IUSD.DE charges 0.60%/yr vs 0.30%/yr for IS3Q.DE.
Performance
IUSD.DE vs. IS3Q.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSD.DE achieves a 20.34% return, which is significantly higher than IS3Q.DE's 9.47% return. Over the past 10 years, IUSD.DE has underperformed IS3Q.DE with an annualized return of 11.00%, while IS3Q.DE has yielded a comparatively higher 12.05% annualized return.
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
IS3Q.DE
- 1D
- 0.75%
- 1M
- 3.07%
- YTD
- 9.47%
- 6M
- 9.57%
- 1Y
- 18.81%
- 3Y*
- 15.09%
- 5Y*
- 11.35%
- 10Y*
- 12.05%
IUSD.DE vs. IS3Q.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 2.81% | 1.82% | 1.56% | 1.97% | -2.89% | 4.32% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 9.47% | 2.80% | 23.78% | 21.70% | -14.84% | 34.28% | 4.44% | 33.90% | -3.45% | 8.34% |
Correlation
The correlation between IUSD.DE and IS3Q.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2014 | 0.56 |
Over the past year, IUSD.DE and IS3Q.DE have become more correlated (0.81) than their long-term average of 0.56, meaning their price movements have been converging.
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Return for Risk
IUSD.DE vs. IS3Q.DE — Risk / Return Rank
IUSD.DE
IS3Q.DE
IUSD.DE vs. IS3Q.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) and iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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.
| IUSD.DE | IS3Q.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.33 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 7.08 | 2.97 | +4.11 |
| Martin ratioReturn relative to average drawdown | 22.57 | 11.80 | +10.77 |
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
| IUSD.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | 1.76 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.79 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.80 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.13 |
Drawdowns
IUSD.DE vs. IS3Q.DE - Drawdown Comparison
The maximum IUSD.DE drawdown since its inception was -23.82%, smaller than the maximum IS3Q.DE drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for IUSD.DE and IS3Q.DE.
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Drawdown Indicators
| IUSD.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.82% | -32.31% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -4.81% | -6.33% | +1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -22.97% | -20.63% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -22.97% | -20.63% | -2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -32.31% | +9.34% |
Current DrawdownCurrent decline from peak | -0.49% | -0.12% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -4.61% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 1.60% | -0.09% |
Volatility
IUSD.DE vs. IS3Q.DE - Volatility Comparison
iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) has a higher volatility of 3.98% compared to iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) at 2.37%. This indicates that IUSD.DE's price experiences larger fluctuations and is considered to be riskier than IS3Q.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSD.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.37% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 7.31% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.41% | 10.66% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.09% | 14.15% | +8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 14.89% | +2.04% |
IUSD.DE vs. IS3Q.DE - Expense Ratio Comparison
IUSD.DE has a 0.60% expense ratio, which is higher than IS3Q.DE's 0.30% expense ratio.
Dividends
IUSD.DE vs. IS3Q.DE - Dividend Comparison
IUSD.DE's dividend yield for the trailing twelve months is around 0.81%, while IS3Q.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3Q.DE iShares Edge MSCI World Quality Factor 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% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
Frequently Asked Questions
IUSD.DE and IS3Q.DE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3Q.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3Q.DE is cheaper with a 0.30% expense ratio, compared with 0.60% for IUSD.DE.
IUSD.DE tracks MSCI World Islamic Index, while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.60% for IUSD.DE and 0.30% for IS3Q.DE.
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