IUSN.DE vs. V80A.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and V80A.DE (Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while V80A.DE is a Diversified Portfolio fund actively managed by Vanguard. IUSN.DE is passively managed, while V80A.DE is actively managed. Over the past 5 years, IUSN.DE returned 7.95%/yr vs 9.10%/yr for V80A.DE. Their correlation of 0.83 suggests significant overlap in exposure. IUSN.DE charges 0.35%/yr vs 0.25%/yr for V80A.DE.
Performance
IUSN.DE vs. V80A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSN.DE achieves a 16.07% return, which is significantly higher than V80A.DE's 9.45% return.
IUSN.DE
- 1D
- 2.38%
- 1M
- 4.76%
- YTD
- 16.07%
- 6M
- 16.37%
- 1Y
- 32.21%
- 3Y*
- 14.22%
- 5Y*
- 7.95%
- 10Y*
- —
V80A.DE
- 1D
- 1.92%
- 1M
- 1.51%
- YTD
- 9.45%
- 6M
- 11.01%
- 1Y
- 21.02%
- 3Y*
- 14.04%
- 5Y*
- 9.10%
- 10Y*
- —
IUSN.DE vs. V80A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 25.29% | 1.36% |
V80A.DE Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc | 9.45% | 7.93% | 19.23% | 15.09% | -13.51% | 20.57% | 2.00% |
Correlation
The correlation between IUSN.DE and V80A.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2020 | 0.83 |
The correlation between IUSN.DE and V80A.DE has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. V80A.DE — Risk / Return Rank
IUSN.DE
V80A.DE
IUSN.DE vs. V80A.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 Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc (V80A.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSN.DE | V80A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.40 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 3.62 | +0.81 |
| Martin ratioReturn relative to average drawdown | 16.61 | 14.24 | +2.37 |
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Drawdowns
IUSN.DE vs. V80A.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.27%, which is greater than V80A.DE's maximum drawdown of -16.78%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and V80A.DE.
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Drawdown Indicators
| IUSN.DE | V80A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.27% | -16.78% | -23.49% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -5.63% | -1.49% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -16.78% | -7.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.25% | -16.78% | -7.47% |
Current DrawdownCurrent decline from peak | 0.00% | -1.22% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -3.99% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.43% | +0.47% |
Volatility
IUSN.DE vs. V80A.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.90% compared to Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc (V80A.DE) at 3.42%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than V80A.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 | V80A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.42% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 7.26% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 9.50% | +4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 11.02% | +5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 10.89% | +7.42% |
IUSN.DE vs. V80A.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than V80A.DE's 0.25% expense ratio.
Dividends
IUSN.DE vs. V80A.DE - Dividend Comparison
Neither IUSN.DE nor V80A.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and V80A.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V80A.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V80A.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE is categorized as Global Equities, while V80A.DE is Diversified Portfolio. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.35% for IUSN.DE and 0.25% for V80A.DE.
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