IUSN.DE vs. IUSQ.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while IUSQ.DE tracks the MSCI All Country World (ACWI). Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 12.42%/yr for IUSQ.DE. Their correlation of 0.88 suggests significant overlap in exposure. IUSN.DE charges 0.35%/yr vs 0.20%/yr for IUSQ.DE.
Performance
IUSN.DE vs. IUSQ.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUSN.DE achieves a 14.82% return, which is significantly higher than IUSQ.DE's 12.65% 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*
- —
IUSQ.DE
- 1D
- -0.23%
- 1M
- 3.68%
- YTD
- 12.65%
- 6M
- 12.87%
- 1Y
- 26.39%
- 3Y*
- 17.93%
- 5Y*
- 12.42%
- 10Y*
- 12.38%
IUSN.DE vs. IUSQ.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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 12.65% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -2.97% |
Correlation
The correlation between IUSN.DE and IUSQ.DE is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.88 |
The correlation between IUSN.DE and IUSQ.DE has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IUSN.DE vs. IUSQ.DE — Risk / Return Rank
IUSN.DE
IUSQ.DE
IUSN.DE vs. IUSQ.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 ACWI UCITS ETF (Acc) (IUSQ.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 | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.43 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 4.08 | +0.12 |
| Martin ratioReturn relative to average drawdown | 15.62 | 16.69 | -1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IUSN.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.31 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.88 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.76 | -0.23 |
Drawdowns
IUSN.DE vs. IUSQ.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than IUSQ.DE's maximum drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and IUSQ.DE.
Loading charts...
Drawdown Indicators
| IUSN.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -33.60% | -6.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.48% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -21.25% | -3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -21.25% | -3.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.55% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.19% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.59% | +0.33% |
Volatility
IUSN.DE vs. IUSQ.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) at 3.03%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IUSN.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 3.03% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 8.26% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 11.47% | +2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 13.94% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 15.02% | +3.29% |
IUSN.DE vs. IUSQ.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than IUSQ.DE's 0.20% expense ratio.
Dividends
IUSN.DE vs. IUSQ.DE - Dividend Comparison
Neither IUSN.DE nor IUSQ.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and IUSQ.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSQ.DE is cheaper with a 0.20% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while IUSQ.DE tracks MSCI All Country World (ACWI). Their fees differ too: 0.35% for IUSN.DE and 0.20% for IUSQ.DE.
Find the right allocation for IUSN.DE and IUSQ.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer