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IUSN.DE vs. VBTC.PA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSN.DE vs. VBTC.PA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and VanEck Bitcoin ETN A (VBTC.PA). The values are adjusted to include any dividend payments, if applicable.

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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 VBTC.PA's -27.36% return.


IUSN.DE

1D
2.38%
1M
3.44%
YTD
16.07%
6M
16.37%
1Y
32.21%
3Y*
14.22%
5Y*
7.95%
10Y*

VBTC.PA

1D
-3.96%
1M
-18.74%
YTD
-27.36%
6M
-29.16%
1Y
-41.20%
3Y*
29.35%
5Y*
11.58%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSN.DE vs. VBTC.PA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IUSN.DE
iShares MSCI World Small Cap UCITS ETF
16.07%7.76%13.17%13.12%-13.76%9.18%
VBTC.PA
VanEck Bitcoin ETN A
-27.36%-17.91%135.65%144.60%-63.85%38.30%

Correlation

The correlation between IUSN.DE and VBTC.PA is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2021

0.37

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Return for Risk

IUSN.DE vs. VBTC.PA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSN.DE
IUSN.DE Risk / Return Rank: 8484
Overall Rank
IUSN.DE Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IUSN.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
IUSN.DE Omega Ratio Rank: 8080
Omega Ratio Rank
IUSN.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
IUSN.DE Martin Ratio Rank: 8888
Martin Ratio Rank

VBTC.PA
VBTC.PA Risk / Return Rank: 22
Overall Rank
VBTC.PA Sharpe Ratio Rank: 11
Sharpe Ratio Rank
VBTC.PA Sortino Ratio Rank: 11
Sortino Ratio Rank
VBTC.PA Omega Ratio Rank: 22
Omega Ratio Rank
VBTC.PA Calmar Ratio Rank: 22
Calmar Ratio Rank
VBTC.PA Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSN.DE vs. VBTC.PA - 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 VanEck Bitcoin ETN A (VBTC.PA). 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.DEVBTC.PADifference
Sharpe ratioReturn per unit of total volatility

+3.33

Sortino ratioReturn per unit of downside risk

+4.82

Omega ratioGain probability vs. loss probability

1.41

0.83

+0.58

Calmar ratioReturn relative to maximum drawdown

4.42

-0.82

+5.25

Martin ratioReturn relative to average drawdown

16.61

-1.44

+18.05

IUSN.DE vs. VBTC.PA - Sharpe Ratio Comparison

The current IUSN.DE Sharpe Ratio is 2.28, which is higher than the VBTC.PA Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of IUSN.DE and VBTC.PA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IUSN.DE vs. VBTC.PA - Drawdown Comparison

The maximum IUSN.DE drawdown since its inception was -40.27%, smaller than the maximum VBTC.PA drawdown of -74.29%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and VBTC.PA.


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Drawdown Indicators


IUSN.DEVBTC.PADifference

Max Drawdown

Largest peak-to-trough decline

-40.27%

-74.29%

+34.02%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-49.44%

+42.32%

Max Drawdown (3Y)

Largest decline over 3 years

-24.25%

-49.44%

+25.19%

Max Drawdown (5Y)

Largest decline over 5 years

-24.25%

-74.29%

+50.04%

Current Drawdown

Current decline from peak

0.00%

-48.88%

+48.88%

Average Drawdown

Average peak-to-trough decline

-7.00%

-32.10%

+25.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

28.43%

-26.53%

Volatility

IUSN.DE vs. VBTC.PA - Volatility Comparison

The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.90%, while VanEck Bitcoin ETN A (VBTC.PA) has a volatility of 9.68%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than VBTC.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSN.DEVBTC.PADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.90%

9.68%

-5.78%

Volatility (6M)

Calculated over the trailing 6-month period

9.79%

28.59%

-18.80%

Volatility (1Y)

Calculated over the trailing 1-year period

13.88%

38.90%

-25.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.56%

52.76%

-36.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

52.80%

-34.49%

IUSN.DE vs. VBTC.PA - Expense Ratio Comparison

IUSN.DE has a 0.35% expense ratio, which is lower than VBTC.PA's 1.00% expense ratio.


Dividends

IUSN.DE vs. VBTC.PA - Dividend Comparison

Neither IUSN.DE nor VBTC.PA has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IUSN.DE and VBTC.PA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IUSN.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSN.DE is cheaper with a 0.35% expense ratio, compared with 1.00% for VBTC.PA.

IUSN.DE is categorized as Global Equities, while VBTC.PA is Cryptocurrency. IUSN.DE tracks MSCI World Small Cap, while VBTC.PA tracks MVIS Cryptocompare Bitcoin VWAP Close Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.35% for IUSN.DE and 1.00% for VBTC.PA.

Portfolio Optimizer

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