IUSK.DE vs. XESD.DE
IUSK.DE (iShares MSCI Europe SRI UCITS ETF (Acc)) and XESD.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - IUSK.DE tracks the MSCI Europe SRI Select Reduced Fossil Fuels while XESD.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 10 years, IUSK.DE returned 8.92%/yr vs 13.66%/yr for XESD.DE. A 0.77 correlation means they provide meaningful diversification when combined. IUSK.DE charges 0.20%/yr vs 0.30%/yr for XESD.DE.
Performance
IUSK.DE vs. XESD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSK.DE achieves a 8.91% return, which is significantly lower than XESD.DE's 14.19% return. Over the past 10 years, IUSK.DE has underperformed XESD.DE with an annualized return of 8.92%, while XESD.DE has yielded a comparatively higher 13.66% annualized return.
IUSK.DE
- 1D
- -0.36%
- 1M
- 2.37%
- YTD
- 8.91%
- 6M
- 9.82%
- 1Y
- 11.69%
- 3Y*
- 8.50%
- 5Y*
- 5.34%
- 10Y*
- 8.92%
XESD.DE
- 1D
- -0.44%
- 1M
- 5.86%
- YTD
- 14.19%
- 6M
- 15.25%
- 1Y
- 46.96%
- 3Y*
- 31.59%
- 5Y*
- 20.24%
- 10Y*
- 13.66%
IUSK.DE vs. XESD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSK.DE iShares MSCI Europe SRI UCITS ETF (Acc) | 8.91% | 3.95% | 5.36% | 16.45% | -15.18% | 26.73% | 4.01% | 30.88% | -7.68% | 11.41% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 14.19% | 58.72% | 14.57% | 26.76% | -1.63% | 10.91% | -10.10% | 15.69% | -12.39% | 12.92% |
Correlation
The correlation between IUSK.DE and XESD.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2013 | 0.77 |
The correlation between IUSK.DE and XESD.DE shifts across timeframes, from 0.65 (1 year) to 0.77 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSK.DE vs. XESD.DE — Risk / Return Rank
IUSK.DE
XESD.DE
IUSK.DE vs. XESD.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 Xtrackers Spanish Equity UCITS ETF (XESD.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.
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.
| IUSK.DE | XESD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.49 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 4.55 | -3.40 |
| Martin ratioReturn relative to average drawdown | 3.70 | 16.04 | -12.35 |
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Drawdowns
IUSK.DE vs. XESD.DE - Drawdown Comparison
The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum XESD.DE drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and XESD.DE.
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Drawdown Indicators
| IUSK.DE | XESD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -38.76% | +5.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -10.28% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -12.49% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -18.55% | -4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -38.76% | +5.20% |
Current DrawdownCurrent decline from peak | -0.36% | -0.62% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -8.46% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.92% | +0.23% |
Volatility
IUSK.DE vs. XESD.DE - Volatility Comparison
The current volatility for iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) is 2.84%, while Xtrackers Spanish Equity UCITS ETF (XESD.DE) has a volatility of 4.04%. This indicates that IUSK.DE experiences smaller price fluctuations and is considered to be less risky than XESD.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 | XESD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 4.04% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 14.42% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 16.97% | -3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 16.76% | -2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 18.49% | -3.33% |
IUSK.DE vs. XESD.DE - Expense Ratio Comparison
IUSK.DE has a 0.20% expense ratio, which is lower than XESD.DE's 0.30% expense ratio.
Dividends
IUSK.DE vs. XESD.DE - Dividend Comparison
IUSK.DE has not paid dividends to shareholders, while XESD.DE's dividend yield for the trailing twelve months is around 2.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSK.DE iShares MSCI Europe SRI 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% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 2.35% | 2.43% | 3.14% | 2.56% | 3.98% | 1.51% | 4.30% | 3.35% | 4.48% | 2.51% | 1.14% | 0.42% |
Frequently Asked Questions
IUSK.DE and XESD.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSK.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSK.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for XESD.DE.
IUSK.DE tracks MSCI Europe SRI Select Reduced Fossil Fuels, while XESD.DE tracks Solactive Spain 40. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.20% for IUSK.DE and 0.30% for XESD.DE.
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