IUSN.DE vs. EQAC.MI
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and EQAC.MI (Invesco EQQQ NASDAQ-100 UCITS ETF Acc) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while EQAC.MI is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, IUSN.DE returned 7.95%/yr vs 18.68%/yr for EQAC.MI. A 0.64 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.30%/yr for EQAC.MI.
Performance
IUSN.DE vs. EQAC.MI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUSN.DE achieves a 16.07% return, which is significantly lower than EQAC.MI's 20.38% 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*
- —
EQAC.MI
- 1D
- -0.78%
- 1M
- 4.82%
- YTD
- 20.38%
- 6M
- 21.79%
- 1Y
- 38.55%
- 3Y*
- 24.54%
- 5Y*
- 18.68%
- 10Y*
- —
IUSN.DE vs. EQAC.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 25.29% | 5.24% | 5.98% |
EQAC.MI Invesco EQQQ NASDAQ-100 UCITS ETF Acc | 20.38% | 6.78% | 35.08% | 50.29% | -30.28% | 40.00% | 35.43% | 6.47% |
Correlation
The correlation between IUSN.DE and EQAC.MI is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2019 | 0.64 |
The correlation between IUSN.DE and EQAC.MI has been stable across timeframes, ranging from 0.60 to 0.67 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IUSN.DE vs. EQAC.MI — Risk / Return Rank
IUSN.DE
EQAC.MI
IUSN.DE vs. EQAC.MI - 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 Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI). 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.DE | EQAC.MI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.43 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 3.79 | +0.63 |
| Martin ratioReturn relative to average drawdown | 16.61 | 11.32 | +5.29 |
Loading charts...
Drawdowns
IUSN.DE vs. EQAC.MI - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.27%, which is greater than EQAC.MI's maximum drawdown of -30.96%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and EQAC.MI.
Loading charts...
Drawdown Indicators
| IUSN.DE | EQAC.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.27% | -30.96% | -9.31% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -9.99% | +2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -26.69% | +2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.25% | -30.96% | +6.71% |
Current DrawdownCurrent decline from peak | 0.00% | -0.78% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -7.27% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 3.34% | -1.44% |
Volatility
IUSN.DE vs. EQAC.MI - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.90%, while Invesco EQQQ NASDAQ-100 UCITS ETF Acc (EQAC.MI) has a volatility of 4.33%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than EQAC.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IUSN.DE | EQAC.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 4.33% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 10.80% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 15.42% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 19.67% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 21.22% | -2.91% |
IUSN.DE vs. EQAC.MI - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than EQAC.MI's 0.30% expense ratio.
Dividends
IUSN.DE vs. EQAC.MI - Dividend Comparison
Neither IUSN.DE nor EQAC.MI has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and EQAC.MI have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQAC.MI is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQAC.MI is cheaper with a 0.30% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE is categorized as Global Equities, while EQAC.MI is Nasdaq-100. IUSN.DE tracks MSCI World Small Cap, while EQAC.MI tracks NASDAQ-100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.35% for IUSN.DE and 0.30% for EQAC.MI.
Find the right allocation for IUSN.DE and EQAC.MI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer