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IUSL.DE vs. PSWD.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSL.DE vs. PSWD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Dow Jones Global Sustainability Screened UCITS ETF (IUSL.DE) and Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IUSL.DE achieves a 9.75% return, which is significantly lower than PSWD.DE's 16.46% return. Both investments have delivered pretty close results over the past 10 years, with IUSL.DE having a 12.35% annualized return and PSWD.DE not far behind at 11.86%.


IUSL.DE

1D
-0.15%
1M
4.28%
YTD
9.75%
6M
10.59%
1Y
20.65%
3Y*
14.71%
5Y*
11.62%
10Y*
12.35%

PSWD.DE

1D
-0.19%
1M
3.52%
YTD
16.46%
6M
17.38%
1Y
33.03%
3Y*
18.93%
5Y*
13.34%
10Y*
11.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSL.DE vs. PSWD.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IUSL.DE
iShares Dow Jones Global Sustainability Screened UCITS ETF
9.75%9.06%17.49%22.13%-12.66%32.00%3.12%29.77%-4.73%7.79%
PSWD.DE
Invesco FTSE RAFI All World 3000 UCITS ETF
16.46%14.64%17.68%12.73%-3.63%31.90%-3.90%26.32%-9.60%5.60%

Correlation

The correlation between IUSL.DE and PSWD.DE is 0.75, 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

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (5Y)
Calculated over the trailing 5-year period

0.85

Correlation (10Y)
Calculated over the trailing 10-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2015

0.78

The correlation between IUSL.DE and PSWD.DE has been stable across timeframes, ranging from 0.75 to 0.85 - a consistent structural relationship.

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Return for Risk

IUSL.DE vs. PSWD.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSL.DE
IUSL.DE Risk / Return Rank: 5757
Overall Rank
IUSL.DE Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
IUSL.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
IUSL.DE Omega Ratio Rank: 5656
Omega Ratio Rank
IUSL.DE Calmar Ratio Rank: 5959
Calmar Ratio Rank
IUSL.DE Martin Ratio Rank: 6262
Martin Ratio Rank

PSWD.DE
PSWD.DE Risk / Return Rank: 9191
Overall Rank
PSWD.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PSWD.DE Sortino Ratio Rank: 9090
Sortino Ratio Rank
PSWD.DE Omega Ratio Rank: 9090
Omega Ratio Rank
PSWD.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
PSWD.DE Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSL.DE vs. PSWD.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF (IUSL.DE) and Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.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.


IUSL.DEPSWD.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.30

Sortino ratioReturn per unit of downside risk

-1.66

Omega ratioGain probability vs. loss probability

1.34

1.58

-0.24

Calmar ratioReturn relative to maximum drawdown

2.88

5.56

-2.68

Martin ratioReturn relative to average drawdown

11.02

22.39

-11.37

IUSL.DE vs. PSWD.DE - Sharpe Ratio Comparison

The current IUSL.DE Sharpe Ratio is 1.81, which is lower than the PSWD.DE Sharpe Ratio of 3.10. The chart below compares the historical Sharpe Ratios of IUSL.DE and PSWD.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IUSL.DEPSWD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

3.10

-1.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

1.00

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

0.80

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.68

+0.04

Drawdowns

IUSL.DE vs. PSWD.DE - Drawdown Comparison

The maximum IUSL.DE drawdown since its inception was -33.02%, smaller than the maximum PSWD.DE drawdown of -36.39%. Use the drawdown chart below to compare losses from any high point for IUSL.DE and PSWD.DE.


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Drawdown Indicators


IUSL.DEPSWD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.02%

-36.39%

+3.37%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

-5.89%

-1.35%

Max Drawdown (3Y)

Largest decline over 3 years

-19.43%

-18.19%

-1.24%

Max Drawdown (5Y)

Largest decline over 5 years

-19.43%

-18.19%

-1.24%

Max Drawdown (10Y)

Largest decline over 10 years

-33.02%

-36.39%

+3.37%

Current Drawdown

Current decline from peak

-0.71%

-0.31%

-0.40%

Average Drawdown

Average peak-to-trough decline

-4.10%

-4.65%

+0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.46%

+0.44%

Volatility

IUSL.DE vs. PSWD.DE - Volatility Comparison

iShares Dow Jones Global Sustainability Screened UCITS ETF (IUSL.DE) has a higher volatility of 3.41% compared to Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) at 3.08%. This indicates that IUSL.DE's price experiences larger fluctuations and is considered to be riskier than PSWD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSL.DEPSWD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

3.08%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

8.74%

7.86%

+0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

11.56%

10.54%

+1.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.53%

13.16%

+0.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.93%

15.19%

-0.26%

IUSL.DE vs. PSWD.DE - Expense Ratio Comparison

IUSL.DE has a 0.60% expense ratio, which is higher than PSWD.DE's 0.39% expense ratio.


Dividends

IUSL.DE vs. PSWD.DE - Dividend Comparison

IUSL.DE has not paid dividends to shareholders, while PSWD.DE's dividend yield for the trailing twelve months is around 1.75%.


PositionTTM20252024202320222021202020192018201720162015
IUSL.DE
iShares Dow Jones Global Sustainability Screened UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSWD.DE
Invesco FTSE RAFI All World 3000 UCITS ETF
1.75%2.03%2.27%2.48%2.66%1.92%1.98%2.37%2.56%2.06%1.97%2.02%

Frequently Asked Questions


IUSL.DE and PSWD.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PSWD.DE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PSWD.DE is cheaper with a 0.39% expense ratio, compared with 0.60% for IUSL.DE.

IUSL.DE tracks Dow Jones Sustainability World ex Alcohol, Tobacco, Gambling and others, while PSWD.DE tracks FTSE RAFI All-World 3000. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.60% for IUSL.DE and 0.39% for PSWD.DE.

Portfolio Optimizer

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