IUSN.DE vs. URTH
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and URTH (iShares MSCI World ETF) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while URTH tracks the MSCI World Index (Net). Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 13.01%/yr for URTH. A 0.57 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.24%/yr for URTH.
Performance
IUSN.DE vs. URTH - Performance Comparison
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Different Trading Currencies
IUSN.DE is traded in EUR, while URTH is traded in USD. To make them comparable, the URTH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSN.DE achieves a 14.82% return, which is significantly higher than URTH's 11.97% 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*
- —
URTH
- 1D
- 0.00%
- 1M
- 3.69%
- YTD
- 11.97%
- 6M
- 11.38%
- 1Y
- 25.19%
- 3Y*
- 17.68%
- 5Y*
- 13.01%
- 10Y*
- 12.91%
IUSN.DE vs. URTH - 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% |
URTH iShares MSCI World ETF | 9.98% | 6.96% | 26.49% | 20.23% | -12.88% | 31.42% | 6.24% | 31.04% | -2.12% |
Correlation
The correlation between IUSN.DE and URTH is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
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 | 0.57 |
The correlation between IUSN.DE and URTH has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. URTH — Risk / Return Rank
IUSN.DE
URTH
IUSN.DE vs. URTH - 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 ETF (URTH). 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 | URTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 3.86 | +0.34 |
| Martin ratioReturn relative to average drawdown | 15.62 | 15.85 | -0.23 |
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 | URTH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.16 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.85 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.75 | -0.22 |
Drawdowns
IUSN.DE vs. URTH - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than URTH's maximum drawdown of -33.45%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and URTH.
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Drawdown Indicators
| IUSN.DE | URTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -33.45% | -6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.56% | -0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -20.94% | -3.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -20.94% | -3.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.45% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.11% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.10% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.59% | +0.33% |
Volatility
IUSN.DE vs. URTH - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to iShares MSCI World ETF (URTH) at 2.24%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than URTH 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 | URTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.24% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 8.59% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 11.76% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 15.36% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 17.21% | +1.10% |
IUSN.DE vs. URTH - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than URTH's 0.24% expense ratio.
Dividends
IUSN.DE vs. URTH - Dividend Comparison
IUSN.DE has not paid dividends to shareholders, while URTH's dividend yield for the trailing twelve months is around 1.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
URTH iShares MSCI World ETF | 1.38% | 1.48% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% |
Frequently Asked Questions
IUSN.DE and URTH have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, URTH is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
URTH is cheaper with a 0.24% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while URTH tracks MSCI World Index (Net). Their fees differ too: 0.35% for IUSN.DE and 0.24% for URTH.
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