IUSN.DE vs. ISPA.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while ISPA.DE tracks the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 11.00%/yr for ISPA.DE. A 0.78 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUSN.DE vs. ISPA.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 ISPA.DE's 13.48% 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*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IUSN.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -3.91% |
Correlation
The correlation between IUSN.DE and ISPA.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.78 |
The correlation between IUSN.DE and ISPA.DE has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. ISPA.DE — Risk / Return Rank
IUSN.DE
ISPA.DE
IUSN.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.62 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 8.10 | -3.90 |
| Martin ratioReturn relative to average drawdown | 15.62 | 28.73 | -13.11 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 3.35 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.91 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.68 | -0.14 |
Drawdowns
IUSN.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, roughly equal to the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and ISPA.DE.
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Drawdown Indicators
| IUSN.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -38.91% | -1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -3.63% | -3.49% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -15.10% | -9.22% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -15.10% | -9.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.09% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.46% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.03% | +0.89% |
Volatility
IUSN.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.62% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 6.51% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 8.77% | +4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 12.00% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 14.79% | +3.52% |
IUSN.DE vs. ISPA.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IUSN.DE vs. ISPA.DE - Dividend Comparison
IUSN.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.73, 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 ISPA.DE.
IUSN.DE tracks MSCI World Small Cap, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.35% for IUSN.DE and 0.46% for ISPA.DE.
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