IUSN.DE vs. XDWT.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and XDWT.DE (Xtrackers MSCI World Information Technology UCITS ETF 1C) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while XDWT.DE is a Technology Equities fund tracking the MSCI World/Information Tech NR USD. Both are passively managed. Over the past 5 years, IUSN.DE returned 7.95%/yr vs 21.02%/yr for XDWT.DE. A 0.68 correlation means they provide meaningful diversification when combined. IUSN.DE charges 0.35%/yr vs 0.25%/yr for XDWT.DE.
Performance
IUSN.DE vs. XDWT.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 lower than XDWT.DE's 20.35% return.
IUSN.DE
- 1D
- 2.38%
- 1M
- 4.39%
- YTD
- 16.07%
- 6M
- 16.37%
- 1Y
- 31.63%
- 3Y*
- 14.22%
- 5Y*
- 7.95%
- 10Y*
- —
XDWT.DE
- 1D
- 2.49%
- 1M
- 4.21%
- YTD
- 20.35%
- 6M
- 22.00%
- 1Y
- 42.80%
- 3Y*
- 27.11%
- 5Y*
- 21.02%
- 10Y*
- 23.65%
IUSN.DE vs. XDWT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 25.29% | 5.24% | 29.17% | -8.13% |
XDWT.DE Xtrackers MSCI World Information Technology UCITS ETF 1C | 20.35% | 9.56% | 41.11% | 50.00% | -28.10% | 41.76% | 30.98% | 51.77% | -0.09% |
Correlation
The correlation between IUSN.DE and XDWT.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2018 | 0.68 |
The correlation between IUSN.DE and XDWT.DE shifts across timeframes, from 0.56 (3 years) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSN.DE vs. XDWT.DE — Risk / Return Rank
IUSN.DE
XDWT.DE
IUSN.DE vs. XDWT.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 Xtrackers MSCI World Information Technology UCITS ETF 1C (XDWT.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 | XDWT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.33 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 2.73 | +1.69 |
| Martin ratioReturn relative to average drawdown | 16.61 | 7.09 | +9.51 |
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Drawdowns
IUSN.DE vs. XDWT.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.27%, smaller than the maximum XDWT.DE drawdown of -44.55%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and XDWT.DE.
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Drawdown Indicators
| IUSN.DE | XDWT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.27% | -44.55% | +4.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -15.59% | +8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -29.46% | +5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.25% | -29.46% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.60% | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.41% | +6.41% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -8.72% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 6.02% | -4.12% |
Volatility
IUSN.DE vs. XDWT.DE - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.90%, while Xtrackers MSCI World Information Technology UCITS ETF 1C (XDWT.DE) has a volatility of 8.13%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than XDWT.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 | XDWT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 8.13% | -4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 15.74% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 20.98% | -7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 22.65% | -6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 22.18% | -3.87% |
IUSN.DE vs. XDWT.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than XDWT.DE's 0.25% expense ratio.
Dividends
IUSN.DE vs. XDWT.DE - Dividend Comparison
Neither IUSN.DE nor XDWT.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and XDWT.DE have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWT.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWT.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE is categorized as Global Equities, while XDWT.DE is Technology Equities. IUSN.DE tracks MSCI World Small Cap, while XDWT.DE tracks MSCI World/Information Tech NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.35% for IUSN.DE and 0.25% for XDWT.DE.
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