IUSN.DE vs. FUSD.L
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and FUSD.L (Fidelity US Quality Income ETF Inc) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while FUSD.L is a Large Cap Blend Equities fund tracking the Fidelity US Quality Income Index NR. Both are passively managed. Over the past 5 years, IUSN.DE returned 7.95%/yr vs 11.57%/yr for FUSD.L. A 0.76 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.25%/yr for FUSD.L.
Performance
IUSN.DE vs. FUSD.L - Performance Comparison
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Different Trading Currencies
IUSN.DE is traded in EUR, while FUSD.L is traded in USD. To make them comparable, the FUSD.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSN.DE achieves a 16.07% return, which is significantly higher than FUSD.L's 9.32% return.
IUSN.DE
- 1D
- 2.38%
- 1M
- 4.39%
- YTD
- 16.07%
- 6M
- 16.37%
- 1Y
- 31.63%
- 3Y*
- 14.22%
- 5Y*
- 7.95%
- 10Y*
- —
FUSD.L
- 1D
- 2.09%
- 1M
- 3.68%
- YTD
- 9.32%
- 6M
- 9.96%
- 1Y
- 22.44%
- 3Y*
- 13.51%
- 5Y*
- 11.57%
- 10Y*
- —
IUSN.DE vs. FUSD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
FUSD.L Fidelity US Quality Income ETF Inc | 9.32% | 2.65% | 23.51% | 13.63% | -6.63% | 33.67% | 1.35% | 31.58% | 1.60% |
Correlation
The correlation between IUSN.DE and FUSD.L is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2018 | 0.76 |
The correlation between IUSN.DE and FUSD.L has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. FUSD.L — Risk / Return Rank
IUSN.DE
FUSD.L
IUSN.DE vs. FUSD.L - 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 Fidelity US Quality Income ETF Inc (FUSD.L). 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 | FUSD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 4.20 | +0.23 |
| Martin ratioReturn relative to average drawdown | 16.61 | 15.79 | +0.82 |
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Drawdowns
IUSN.DE vs. FUSD.L - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.27%, which is greater than FUSD.L's maximum drawdown of -35.23%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and FUSD.L.
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Drawdown Indicators
| IUSN.DE | FUSD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.27% | -35.23% | -5.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -5.32% | -1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -20.74% | -3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.25% | -20.74% | -3.51% |
Current DrawdownCurrent decline from peak | 0.00% | -0.26% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -4.64% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.42% | +0.48% |
Volatility
IUSN.DE vs. FUSD.L - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.90% compared to Fidelity US Quality Income ETF Inc (FUSD.L) at 3.62%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than FUSD.L 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 | FUSD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.62% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 8.17% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 11.31% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 14.73% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 16.13% | +2.18% |
IUSN.DE vs. FUSD.L - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than FUSD.L's 0.25% expense ratio.
Dividends
IUSN.DE vs. FUSD.L - Dividend Comparison
IUSN.DE has not paid dividends to shareholders, while FUSD.L's dividend yield for the trailing twelve months is around 1.43%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 1.43% | 1.47% | 0.47% | 1.04% | 0.56% | 0.94% | 1.26% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUSN.DE and FUSD.L have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FUSD.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FUSD.L is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE is categorized as Global Equities, while FUSD.L is Large Cap Blend Equities. IUSN.DE tracks MSCI World Small Cap, while FUSD.L tracks Fidelity US Quality Income Index NR. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.35% for IUSN.DE and 0.25% for FUSD.L.
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