IUSN.DE vs. IUSD.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while IUSD.DE tracks the MSCI World Islamic Index. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 19.36%/yr for IUSD.DE. At a 0.41 correlation, their price movements are largely independent. IUSN.DE charges 0.35%/yr vs 0.60%/yr for IUSD.DE.
Performance
IUSN.DE vs. IUSD.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 IUSD.DE's 20.34% 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*
- —
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
IUSN.DE vs. IUSD.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% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 2.81% | 1.82% | 1.56% | 1.97% | 1.58% |
Correlation
The correlation between IUSN.DE and IUSD.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.41 |
Over the past year, IUSN.DE and IUSD.DE have become more correlated (0.78) than their long-term average of 0.41, meaning their price movements have been converging.
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Return for Risk
IUSN.DE vs. IUSD.DE — Risk / Return Rank
IUSN.DE
IUSD.DE
IUSN.DE vs. IUSD.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 MSCI World Islamic UCITS ETF USD (Dist) (IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.49 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 7.08 | -2.88 |
| Martin ratioReturn relative to average drawdown | 15.62 | 22.57 | -6.95 |
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 | IUSD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.74 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.83 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.63 | -0.10 |
Drawdowns
IUSN.DE vs. IUSD.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than IUSD.DE's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and IUSD.DE.
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Drawdown Indicators
| IUSN.DE | IUSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -23.82% | -16.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -4.81% | -2.31% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -22.97% | -1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -22.97% | -1.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.97% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.49% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -3.61% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.51% | +0.41% |
Volatility
IUSN.DE vs. IUSD.DE - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.46%, while iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) has a volatility of 3.98%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than IUSD.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 | IUSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 3.98% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 9.09% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 12.41% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 23.09% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 16.93% | +1.38% |
IUSN.DE vs. IUSD.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than IUSD.DE's 0.60% expense ratio.
Dividends
IUSN.DE vs. IUSD.DE - Dividend Comparison
IUSN.DE has not paid dividends to shareholders, while IUSD.DE's dividend yield for the trailing twelve months is around 0.81%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
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 IUSD.DE have a correlation of 0.78, 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 0.60% for IUSD.DE.
IUSN.DE tracks MSCI World Small Cap, while IUSD.DE tracks MSCI World Islamic Index. Their fees differ too: 0.35% for IUSN.DE and 0.60% for IUSD.DE.
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