IUSN.DE vs. UETW.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and UETW.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Acc) are both Global Equities funds - IUSN.DE tracks the MSCI World Small Cap while UETW.DE tracks the MSCI World. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 12.87%/yr for UETW.DE. Their correlation of 0.87 suggests significant overlap in exposure. IUSN.DE charges 0.35%/yr vs 0.10%/yr for UETW.DE.
Performance
IUSN.DE vs. UETW.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 UETW.DE's 10.95% 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*
- —
UETW.DE
- 1D
- -0.01%
- 1M
- 3.72%
- YTD
- 10.95%
- 6M
- 10.99%
- 1Y
- 23.94%
- 3Y*
- 17.68%
- 5Y*
- 12.87%
- 10Y*
- —
IUSN.DE vs. UETW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 5.33% | 12.51% |
UETW.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Acc | 10.95% | 8.06% | 26.50% | 19.68% | -13.72% | 32.17% | 5.50% | 12.54% |
Correlation
The correlation between IUSN.DE and UETW.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 | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | 0.87 |
The correlation between IUSN.DE and UETW.DE has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. UETW.DE — Risk / Return Rank
IUSN.DE
UETW.DE
IUSN.DE vs. UETW.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 3.67 | +0.53 |
| Martin ratioReturn relative to average drawdown | 15.62 | 14.61 | +1.01 |
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 | UETW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.17 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.91 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.85 | -0.31 |
Drawdowns
IUSN.DE vs. UETW.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than UETW.DE's maximum drawdown of -33.72%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and UETW.DE.
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Drawdown Indicators
| IUSN.DE | UETW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -33.72% | -6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.47% | -0.65% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -21.30% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -21.30% | -3.02% |
Current DrawdownCurrent decline from peak | 0.00% | -0.30% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.63% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.63% | +0.29% |
Volatility
IUSN.DE vs. UETW.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to UBS ETF (IE) MSCI World UCITS ETF (USD) Acc (UETW.DE) at 2.60%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than UETW.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 | UETW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.60% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 7.63% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 10.97% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 14.03% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 16.11% | +2.20% |
IUSN.DE vs. UETW.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than UETW.DE's 0.10% expense ratio.
Dividends
IUSN.DE vs. UETW.DE - Dividend Comparison
Neither IUSN.DE nor UETW.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and UETW.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, UETW.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UETW.DE is cheaper with a 0.10% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while UETW.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.35% for IUSN.DE and 0.10% for UETW.DE.
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