IUSN.DE vs. MVEW.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and MVEW.DE (iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc)) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while MVEW.DE tracks the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 6.47%/yr for MVEW.DE. A 0.64 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.30%/yr for MVEW.DE.
Performance
IUSN.DE vs. MVEW.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 MVEW.DE's 1.17% 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*
- —
MVEW.DE
- 1D
- 0.07%
- 1M
- 2.04%
- YTD
- 1.17%
- 6M
- 1.03%
- 1Y
- 0.94%
- 3Y*
- 6.53%
- 5Y*
- 6.47%
- 10Y*
- —
IUSN.DE vs. MVEW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 36.48% |
MVEW.DE iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) | 1.17% | -0.99% | 17.25% | 6.27% | -5.98% | 26.26% | 1.55% |
Correlation
The correlation between IUSN.DE and MVEW.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.64 |
Over the past year, the correlation between IUSN.DE and MVEW.DE has dropped to 0.43 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
IUSN.DE vs. MVEW.DE — Risk / Return Rank
IUSN.DE
MVEW.DE
IUSN.DE vs. MVEW.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 Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.14 | ||
| Sortino ratioReturn per unit of downside risk | +2.98 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.02 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 0.10 | +4.11 |
| Martin ratioReturn relative to average drawdown | 15.62 | 0.20 | +15.42 |
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 | MVEW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 0.06 | +2.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.62 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.63 | -0.10 |
Drawdowns
IUSN.DE vs. MVEW.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than MVEW.DE's maximum drawdown of -13.19%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and MVEW.DE.
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Drawdown Indicators
| IUSN.DE | MVEW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -13.19% | -27.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -4.68% | -2.44% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -13.19% | -11.13% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -13.19% | -11.13% |
Current DrawdownCurrent decline from peak | 0.00% | -5.75% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -3.83% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.27% | -0.35% |
Volatility
IUSN.DE vs. MVEW.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.DE) at 2.58%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than MVEW.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 | MVEW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.58% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 5.42% | +4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 7.97% | +5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 10.25% | +6.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 10.82% | +7.49% |
IUSN.DE vs. MVEW.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than MVEW.DE's 0.30% expense ratio.
Dividends
IUSN.DE vs. MVEW.DE - Dividend Comparison
Neither IUSN.DE nor MVEW.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and MVEW.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MVEW.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MVEW.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while MVEW.DE tracks MSCI ACWI NR USD. Their fees differ too: 0.35% for IUSN.DE and 0.30% for MVEW.DE.
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