IUSN.DE vs. EXXY.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and EXXY.DE (iShares Diversified Commodity Swap UCITS ETF (DE)) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while EXXY.DE is a Commodities fund tracking the Bloomberg Commodity. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 11.46%/yr for EXXY.DE. At a 0.24 correlation, their price movements are largely independent. IUSN.DE charges 0.35%/yr vs 0.46%/yr for EXXY.DE.
Performance
IUSN.DE vs. EXXY.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 lower than EXXY.DE's 23.43% 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*
- —
EXXY.DE
- 1D
- -1.47%
- 1M
- -0.31%
- YTD
- 23.43%
- 6M
- 22.49%
- 1Y
- 33.55%
- 3Y*
- 11.64%
- 5Y*
- 11.46%
- 10Y*
- 5.66%
IUSN.DE vs. EXXY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 5.33% | 29.05% | -8.27% |
EXXY.DE iShares Diversified Commodity Swap UCITS ETF (DE) | 23.43% | 3.90% | 10.13% | -10.90% | 21.43% | 38.49% | -14.34% | 8.73% | -6.38% |
Correlation
The correlation between IUSN.DE and EXXY.DE is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.24 |
The correlation between IUSN.DE and EXXY.DE shifts across timeframes, from -0.13 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSN.DE vs. EXXY.DE — Risk / Return Rank
IUSN.DE
EXXY.DE
IUSN.DE vs. EXXY.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 iShares Diversified Commodity Swap UCITS ETF (DE) (EXXY.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 | EXXY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 3.78 | +0.43 |
| Martin ratioReturn relative to average drawdown | 15.62 | 8.41 | +7.21 |
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 | EXXY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.78 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.65 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.37 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.02 | +0.51 |
Drawdowns
IUSN.DE vs. EXXY.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, smaller than the maximum EXXY.DE drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and EXXY.DE.
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Drawdown Indicators
| IUSN.DE | EXXY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -65.58% | +25.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -8.95% | +1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -16.31% | -8.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -28.03% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.54% | — |
Current DrawdownCurrent decline from peak | 0.00% | -16.97% | +16.97% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -40.08% | +33.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 4.03% | -2.11% |
Volatility
IUSN.DE vs. EXXY.DE - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.46%, while iShares Diversified Commodity Swap UCITS ETF (DE) (EXXY.DE) has a volatility of 5.99%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than EXXY.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 | EXXY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 5.99% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 16.80% | -7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 18.98% | -5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 17.55% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 15.32% | +2.99% |
IUSN.DE vs. EXXY.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than EXXY.DE's 0.46% expense ratio.
Dividends
IUSN.DE vs. EXXY.DE - Dividend Comparison
Neither IUSN.DE nor EXXY.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and EXXY.DE have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSN.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSN.DE is cheaper with a 0.35% expense ratio, compared with 0.46% for EXXY.DE.
IUSN.DE is categorized as Global Equities, while EXXY.DE is Commodities. IUSN.DE tracks MSCI World Small Cap, while EXXY.DE tracks Bloomberg Commodity. Their fees differ too: 0.35% for IUSN.DE and 0.46% for EXXY.DE.
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