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IUSN.DE vs. ASME.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSN.DE vs. ASME.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and ASML Holding NV (ASME.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, IUSN.DE achieves a 16.07% return, which is significantly lower than ASME.DE's 77.51% return.


IUSN.DE

1D
2.38%
1M
3.44%
YTD
16.07%
6M
16.37%
1Y
32.21%
3Y*
14.22%
5Y*
7.95%
10Y*

ASME.DE

1D
3.40%
1M
19.29%
YTD
77.51%
6M
76.86%
1Y
147.00%
3Y*
34.93%
5Y*
24.52%
10Y*
35.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSN.DE vs. ASME.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IUSN.DE
iShares MSCI World Small Cap UCITS ETF
16.07%7.76%13.17%13.12%-13.76%25.29%5.24%29.17%-8.13%
ASME.DE
ASML Holding NV
77.51%37.42%-0.38%36.52%-28.25%81.30%51.01%96.94%-13.75%

Correlation

The correlation between IUSN.DE and ASME.DE is 0.55, 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

0.55

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

0.52

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

0.56

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2018

0.55

The correlation between IUSN.DE and ASME.DE has been stable across timeframes, ranging from 0.52 to 0.56 - a consistent structural relationship.

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Return for Risk

IUSN.DE vs. ASME.DE — Risk / Return Rank

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

IUSN.DE
IUSN.DE Risk / Return Rank: 8484
Overall Rank
IUSN.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IUSN.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
IUSN.DE Omega Ratio Rank: 8080
Omega Ratio Rank
IUSN.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
IUSN.DE Martin Ratio Rank: 8888
Martin Ratio Rank

ASME.DE
ASME.DE Risk / Return Rank: 9696
Overall Rank
ASME.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ASME.DE Sortino Ratio Rank: 9595
Sortino Ratio Rank
ASME.DE Omega Ratio Rank: 9494
Omega Ratio Rank
ASME.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ASME.DE Martin Ratio Rank: 9797
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.

IUSN.DE vs. ASME.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and ASML Holding NV (ASME.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.


IUSN.DEASME.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.24

Sortino ratioReturn per unit of downside risk

-0.59

Omega ratioGain probability vs. loss probability

1.41

1.50

-0.09

Calmar ratioReturn relative to maximum drawdown

4.42

8.97

-4.55

Martin ratioReturn relative to average drawdown

16.61

23.23

-6.62

IUSN.DE vs. ASME.DE - Sharpe Ratio Comparison

The current IUSN.DE Sharpe Ratio is 2.28, which is lower than the ASME.DE Sharpe Ratio of 3.52. The chart below compares the historical Sharpe Ratios of IUSN.DE and ASME.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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Drawdowns

IUSN.DE vs. ASME.DE - Drawdown Comparison

The maximum IUSN.DE drawdown since its inception was -40.27%, smaller than the maximum ASME.DE drawdown of -51.21%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and ASME.DE.


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Drawdown Indicators


IUSN.DEASME.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.27%

-51.21%

+10.94%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-15.76%

+8.64%

Max Drawdown (3Y)

Largest decline over 3 years

-24.25%

-44.67%

+20.42%

Max Drawdown (5Y)

Largest decline over 5 years

-24.25%

-47.94%

+23.69%

Max Drawdown (10Y)

Largest decline over 10 years

-47.94%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.00%

-13.30%

+6.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

6.10%

-4.20%

Volatility

IUSN.DE vs. ASME.DE - Volatility Comparison

The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.90%, while ASML Holding NV (ASME.DE) has a volatility of 13.30%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than ASME.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSN.DEASME.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.90%

13.30%

-9.40%

Volatility (6M)

Calculated over the trailing 6-month period

9.79%

30.78%

-20.99%

Volatility (1Y)

Calculated over the trailing 1-year period

13.88%

40.20%

-26.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.56%

38.24%

-21.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

35.44%

-17.13%

Dividends

IUSN.DE vs. ASME.DE - Dividend Comparison

IUSN.DE has not paid dividends to shareholders, while ASME.DE's dividend yield for the trailing twelve months is around 0.46%.


PositionTTM20252024202320222021202020192018201720162015
ASME.DE
ASML Holding NV
0.46%0.71%0.92%0.87%1.27%0.47%0.64%1.19%1.02%0.82%0.99%0.84%
IUSN.DE
iShares MSCI World Small Cap 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%

Frequently Asked Questions


IUSN.DE and ASME.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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