IUSK.DE vs. V50A.DE
IUSK.DE (iShares MSCI Europe SRI UCITS ETF (Acc)) and V50A.DE (Amundi EURO STOXX 50 UCITS ETF EUR (C)) are both Europe Equities funds - IUSK.DE tracks the MSCI Europe SRI Select Reduced Fossil Fuels while V50A.DE tracks the EURO STOXX® 50. Both are passively managed. Over the past 10 years, IUSK.DE returned 7.86%/yr vs 10.46%/yr for V50A.DE. Their correlation of 0.90 suggests significant overlap in exposure. IUSK.DE charges 0.20%/yr vs 0.15%/yr for V50A.DE.
Performance
IUSK.DE vs. V50A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSK.DE achieves a 6.53% return, which is significantly lower than V50A.DE's 7.23% return. Over the past 10 years, IUSK.DE has underperformed V50A.DE with an annualized return of 7.86%, while V50A.DE has yielded a comparatively higher 10.46% annualized return.
IUSK.DE
- 1D
- 0.74%
- 1M
- 1.54%
- YTD
- 6.53%
- 6M
- 8.40%
- 1Y
- 5.44%
- 3Y*
- 7.02%
- 5Y*
- 5.35%
- 10Y*
- 7.86%
V50A.DE
- 1D
- 0.74%
- 1M
- 1.92%
- YTD
- 7.23%
- 6M
- 8.57%
- 1Y
- 15.78%
- 3Y*
- 15.63%
- 5Y*
- 11.52%
- 10Y*
- 10.46%
IUSK.DE vs. V50A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSK.DE iShares MSCI Europe SRI UCITS ETF (Acc) | 6.53% | 3.95% | 5.36% | 16.45% | -15.18% | 26.73% | 4.02% | 30.88% | -7.69% | 11.41% |
V50A.DE Amundi EURO STOXX 50 UCITS ETF EUR (C) | 7.23% | 22.17% | 11.16% | 22.51% | -8.94% | 23.51% | -2.91% | 30.09% | -12.12% | 9.96% |
Correlation
The correlation between IUSK.DE and V50A.DE is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2011 | 0.90 |
The correlation between IUSK.DE and V50A.DE has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
IUSK.DE vs. V50A.DE — Risk / Return Rank
IUSK.DE
V50A.DE
IUSK.DE vs. V50A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) and Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.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.
| IUSK.DE | V50A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.45 | -0.92 |
| Martin ratioReturn relative to average drawdown | 1.40 | 4.92 | -3.52 |
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
| IUSK.DE | V50A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.99 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.65 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.43 | +0.06 |
Drawdowns
IUSK.DE vs. V50A.DE - Drawdown Comparison
The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum V50A.DE drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and V50A.DE.
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Drawdown Indicators
| IUSK.DE | V50A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -38.57% | +5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -10.92% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -16.54% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -23.31% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -38.57% | +5.01% |
Current DrawdownCurrent decline from peak | -0.86% | -0.50% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -7.22% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.23% | +0.60% |
Volatility
IUSK.DE vs. V50A.DE - Volatility Comparison
The current volatility for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) is 4.24%, while Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) has a volatility of 4.92%. This indicates that IUSK.DE experiences smaller price fluctuations and is considered to be less risky than V50A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSK.DE | V50A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.92% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 12.97% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.58% | 15.95% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 17.50% | -2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 18.24% | -2.74% |
IUSK.DE vs. V50A.DE - Expense Ratio Comparison
IUSK.DE has a 0.20% expense ratio, which is higher than V50A.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSK.DE vs. V50A.DE - Dividend Comparison
Neither IUSK.DE nor V50A.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSK.DE and V50A.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V50A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V50A.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for IUSK.DE.
IUSK.DE tracks MSCI Europe SRI Select Reduced Fossil Fuels, while V50A.DE tracks EURO STOXX® 50. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for IUSK.DE and 0.15% for V50A.DE.
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