IUSK.DE vs. XESP.DE
IUSK.DE (iShares MSCI Europe SRI UCITS ETF (Acc)) and XESP.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - IUSK.DE tracks the MSCI Europe SRI Select Reduced Fossil Fuels while XESP.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 10 years, IUSK.DE returned 8.92%/yr vs 13.68%/yr for XESP.DE. A 0.74 correlation means they provide meaningful diversification when combined. IUSK.DE charges 0.20%/yr vs 0.30%/yr for XESP.DE.
Performance
IUSK.DE vs. XESP.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 XESP.DE's 14.35% return. Over the past 10 years, IUSK.DE has underperformed XESP.DE with an annualized return of 8.92%, while XESP.DE has yielded a comparatively higher 13.68% 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%
XESP.DE
- 1D
- -0.45%
- 1M
- 6.12%
- YTD
- 14.35%
- 6M
- 15.38%
- 1Y
- 47.18%
- 3Y*
- 31.64%
- 5Y*
- 20.27%
- 10Y*
- 13.68%
IUSK.DE vs. XESP.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% |
XESP.DE Xtrackers Spanish Equity UCITS ETF | 14.35% | 58.64% | 14.63% | 26.81% | -1.62% | 10.85% | -10.20% | 15.89% | -12.41% | 12.92% |
Correlation
The correlation between IUSK.DE and XESP.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
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 Jul 19, 2011 | 0.75 |
The correlation between IUSK.DE and XESP.DE has been stable across timeframes, ranging from 0.66 to 0.74 - a consistent structural relationship.
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Return for Risk
IUSK.DE vs. XESP.DE — Risk / Return Rank
IUSK.DE
XESP.DE
IUSK.DE vs. XESP.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 (XESP.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 | XESP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.49 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 4.62 | -3.47 |
| Martin ratioReturn relative to average drawdown | 3.70 | 16.41 | -12.71 |
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Drawdowns
IUSK.DE vs. XESP.DE - Drawdown Comparison
The maximum IUSK.DE drawdown since its inception was -33.56%, smaller than the maximum XESP.DE drawdown of -40.70%. Use the drawdown chart below to compare losses from any high point for IUSK.DE and XESP.DE.
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Drawdown Indicators
| IUSK.DE | XESP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -40.70% | +7.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -10.17% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | -12.92% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -23.50% | -18.56% | -4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -39.03% | +5.47% |
Current DrawdownCurrent decline from peak | -0.36% | -0.54% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -10.06% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.87% | +0.28% |
Volatility
IUSK.DE vs. XESP.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 (XESP.DE) has a volatility of 4.24%. This indicates that IUSK.DE experiences smaller price fluctuations and is considered to be less risky than XESP.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 | XESP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 4.24% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 14.45% | -3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 16.90% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 16.73% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.16% | 18.43% | -3.27% |
IUSK.DE vs. XESP.DE - Expense Ratio Comparison
IUSK.DE has a 0.20% expense ratio, which is lower than XESP.DE's 0.30% expense ratio.
Dividends
IUSK.DE vs. XESP.DE - Dividend Comparison
Neither IUSK.DE nor XESP.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSK.DE and XESP.DE have a correlation of 0.66, 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 XESP.DE.
IUSK.DE tracks MSCI Europe SRI Select Reduced Fossil Fuels, while XESP.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 XESP.DE.
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