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

IUSN.DE vs. IQQI.DE

Last updated Jun 26, 2026

IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while IQQI.DE tracks the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.14%/yr vs 7.56%/yr for IQQI.DE. A 0.55 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.65%/yr for IQQI.DE.

Performance

IUSN.DE vs. IQQI.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 iShares Global Infrastructure UCITS ETF (IQQI.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 18.25% return, which is significantly higher than IQQI.DE's 14.89% return.

IUSN.DE

1D
0.55%
1M
3.72%
YTD
18.25%
6M
18.25%
1Y
34.70%
3Y*
16.56%
5Y*
8.14%
10Y*
—

IQQI.DE

1D
0.32%
1M
1.20%
YTD
14.89%
6M
15.89%
1Y
20.42%
3Y*
10.56%
5Y*
7.56%
10Y*
7.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

2026 (YTD)20252024202320222021202020192018
IUSN.DE
iShares MSCI World Small Cap UCITS ETF		18.25%7.76%13.17%13.12%-13.76%25.29%5.24%29.17%-8.13%
IQQI.DE
iShares Global Infrastructure UCITS ETF		14.89%0.56%14.53%-3.18%-0.38%26.94%-10.82%27.73%7.77%

Correlation

The correlation between IUSN.DE and IQQI.DE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

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

0.41

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

0.48

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

0.55

Over the past year, the correlation between IUSN.DE and IQQI.DE has dropped to 0.21 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.

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iShares MSCI World Small Cap UCITS ETF

iShares Global Infrastructure UCITS ETF

Often compared with IUSN.DE:
IUSN.DE vs. VWCE.DEIUSN.DE vs. VSSIUSN.DE vs. ZPRV.DEIUSN.DE vs. ZPRS.DEIUSN.DE vs. EUNL.DEIUSN.DE vs. XSX6.DEIUSN.DE vs. AVWS.DE
Often compared with IQQI.DE:
IQQI.DE vs. ZPRI.DEIQQI.DE vs. NG.LIQQI.DE vs. EXV1.DEIQQI.DE vs. ^GSPCIQQI.DE vs. UKRE.LIQQI.DE vs. XLGIQQI.DE vs. SPY

Return for Risk

IUSN.DE vs. IQQI.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: 8989
Overall Rank
IUSN.DE Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IUSN.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
IUSN.DE Omega Ratio Rank: 8686
Omega Ratio Rank
IUSN.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
IUSN.DE Martin Ratio Rank: 9090
Martin Ratio Rank
IQQI.DE
IQQI.DE Risk / Return Rank: 7070
Overall Rank
IQQI.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IQQI.DE Sortino Ratio Rank: 7070
Sortino Ratio Rank
IQQI.DE Omega Ratio Rank: 6262
Omega Ratio Rank
IQQI.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
IQQI.DE Martin Ratio Rank: 6767
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. IQQI.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 Global Infrastructure UCITS ETF (IQQI.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.DEIQQI.DEDifference
Sharpe ratioReturn per unit of total volatility
2.52
1.89

+0.63

Sortino ratioReturn per unit of downside risk
3.56
2.76

+0.80

Omega ratioGain probability vs. loss probability

1.45

1.33

+0.13

Calmar ratioReturn relative to maximum drawdown

4.85

4.23

+0.62

Martin ratioReturn relative to average drawdown

18.23

10.58

+7.65

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

The current IUSN.DE Sharpe Ratio is 2.52, which is higher than the IQQI.DE Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of IUSN.DE and IQQI.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. IQQI.DE - Drawdown Comparison

The maximum IUSN.DE drawdown since its inception was -40.27%, roughly equal to the maximum IQQI.DE drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and IQQI.DE.

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Drawdown Indicators

IUSN.DEIQQI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.27%

-42.24%

+1.97%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-4.81%

-2.31%

Max Drawdown (3Y)

Largest decline over 3 years

-24.25%

-14.75%

-9.50%

Max Drawdown (5Y)

Largest decline over 5 years

-24.25%

-24.82%

+0.57%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.16%

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-6.97%

-11.11%

+4.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.92%

-0.02%

Volatility

IUSN.DE vs. IQQI.DE - Volatility Comparison

The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.26%, while iShares Global Infrastructure UCITS ETF (IQQI.DE) has a volatility of 4.41%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than IQQI.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.DEIQQI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.26%

4.41%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

9.75%

8.95%

+0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

13.76%

10.83%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.57%

12.77%

+3.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.28%

14.25%

+4.03%

IUSN.DE vs. IQQI.DE - Expense Ratio Comparison

IUSN.DE has a 0.35% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.

Dividends

IUSN.DE vs. IQQI.DE - Dividend Comparison

IUSN.DE has not paid dividends to shareholders, while IQQI.DE's dividend yield for the trailing twelve months is around 2.01%.

PositionTTM20252024202320222021202020192018201720162015
IQQI.DE
iShares Global Infrastructure UCITS ETF		2.01%2.30%2.29%2.42%2.13%1.85%2.25%2.05%2.30%2.76%2.63%3.15%
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 IQQI.DE have a correlation of 0.21, 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 0.65% for IQQI.DE.

IUSN.DE tracks MSCI World Small Cap, while IQQI.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.35% for IUSN.DE and 0.65% for IQQI.DE.

Portfolio Optimizer

Find the right allocation for IUSN.DE and IQQI.DE

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