IUSN.DE vs. VDIV.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and VDIV.DE (VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF) are both Global Equities funds - IUSN.DE tracks the MSCI World Small Cap while VDIV.DE tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 17.51%/yr for VDIV.DE. A 0.72 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.38%/yr for VDIV.DE.
Performance
IUSN.DE vs. VDIV.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 VDIV.DE's 9.79% 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*
- —
VDIV.DE
- 1D
- 0.23%
- 1M
- -0.18%
- YTD
- 9.79%
- 6M
- 12.68%
- 1Y
- 25.52%
- 3Y*
- 19.95%
- 5Y*
- 17.51%
- 10Y*
- —
IUSN.DE vs. VDIV.DE - 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% | -6.10% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.79% | 24.55% | 15.67% | 11.47% | 15.47% | 27.92% | -11.00% | 23.04% | -3.07% |
Correlation
The correlation between IUSN.DE and VDIV.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2018 | 0.72 |
Over the past year, the correlation between IUSN.DE and VDIV.DE has dropped to 0.49 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
IUSN.DE vs. VDIV.DE — Risk / Return Rank
IUSN.DE
VDIV.DE
IUSN.DE vs. VDIV.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.51 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 6.94 | -2.73 |
| Martin ratioReturn relative to average drawdown | 15.62 | 20.46 | -4.84 |
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 | VDIV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.73 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.45 | -0.97 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.94 | -0.41 |
Drawdowns
IUSN.DE vs. VDIV.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than VDIV.DE's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and VDIV.DE.
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Drawdown Indicators
| IUSN.DE | VDIV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -36.12% | -4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -3.68% | -3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -15.12% | -9.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -15.12% | -9.20% |
Current DrawdownCurrent decline from peak | 0.00% | -2.39% | +2.39% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -4.22% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.25% | +0.67% |
Volatility
IUSN.DE vs. VDIV.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a higher volatility of 3.46% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) at 2.82%. This indicates that IUSN.DE's price experiences larger fluctuations and is considered to be riskier than VDIV.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 | VDIV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 2.82% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 6.79% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 9.36% | +4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 11.92% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 15.36% | +2.95% |
IUSN.DE vs. VDIV.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Dividends
IUSN.DE vs. VDIV.DE - Dividend Comparison
IUSN.DE has not paid dividends to shareholders, while VDIV.DE's dividend yield for the trailing twelve months is around 3.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.19% | 3.58% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
Frequently Asked Questions
IUSN.DE and VDIV.DE have a correlation of 0.49, 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 0.38% for VDIV.DE.
IUSN.DE tracks MSCI World Small Cap, while VDIV.DE tracks Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.35% for IUSN.DE and 0.38% for VDIV.DE.
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