IUSN.DE vs. CSY9.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) are both Global Equities funds - IUSN.DE tracks the MSCI World Small Cap while CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 6.22%/yr for CSY9.DE. A 0.59 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.25%/yr for CSY9.DE.
Performance
IUSN.DE vs. CSY9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSN.DE achieves a 14.82% return, which is significantly higher than CSY9.DE's 3.19% return.
IUSN.DE
- 1D
- 0.51%
- 1M
- 2.54%
- YTD
- 14.82%
- 6M
- 15.37%
- 1Y
- 29.99%
- 3Y*
- 14.95%
- 5Y*
- 8.07%
- 10Y*
- —
CSY9.DE
- 1D
- 0.16%
- 1M
- 2.71%
- YTD
- 3.19%
- 6M
- 3.19%
- 1Y
- 3.39%
- 3Y*
- 6.65%
- 5Y*
- 6.22%
- 10Y*
- —
IUSN.DE vs. CSY9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 22.40% |
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 3.19% | -0.67% | 16.05% | 5.76% | -5.25% | 23.30% | 2.67% |
Correlation
The correlation between IUSN.DE and CSY9.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 | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 2020 | 0.59 |
The correlation between IUSN.DE and CSY9.DE has been stable across timeframes, ranging from 0.55 to 0.59 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. CSY9.DE — Risk / Return Rank
IUSN.DE
CSY9.DE
IUSN.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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.
| IUSN.DE | CSY9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.07 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 0.69 | +3.52 |
| Martin ratioReturn relative to average drawdown | 15.62 | 1.54 | +14.08 |
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
| IUSN.DE | CSY9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.38 | +1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.61 | -0.08 |
Drawdowns
IUSN.DE vs. CSY9.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and CSY9.DE.
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Drawdown Indicators
| IUSN.DE | CSY9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -13.92% | -26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -4.48% | -2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -13.92% | -10.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -13.92% | -10.40% |
Current DrawdownCurrent decline from peak | 0.00% | -2.72% | +2.72% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -3.70% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.00% | -0.08% |
Volatility
IUSN.DE vs. CSY9.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 2.09%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.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.DE | CSY9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.09% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 5.48% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 8.07% | +5.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 12.03% | +4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 11.91% | +6.40% |
IUSN.DE vs. CSY9.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than CSY9.DE's 0.25% expense ratio.
Dividends
IUSN.DE vs. CSY9.DE - Dividend Comparison
Neither IUSN.DE nor CSY9.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and CSY9.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.
On fees, CSY9.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY9.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.35% for IUSN.DE and 0.25% for CSY9.DE.
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