IUSN.DE vs. XG12.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and XG12.DE (Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C) are both Global Equities funds - IUSN.DE tracks the MSCI World Small Cap while XG12.DE tracks the MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select. Both are passively managed. Over the past 3 years, IUSN.DE returned 14.95%/yr vs 12.73%/yr for XG12.DE. A 0.78 correlation means they provide meaningful diversification when combined. Both charge a 0.35% expense ratio.
Performance
IUSN.DE vs. XG12.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 lower than XG12.DE's 39.92% 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*
- —
XG12.DE
- 1D
- -0.39%
- 1M
- 8.41%
- YTD
- 39.92%
- 6M
- 37.25%
- 1Y
- 53.56%
- 3Y*
- 12.73%
- 5Y*
- —
- 10Y*
- —
IUSN.DE vs. XG12.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -4.00% |
XG12.DE Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C | 39.92% | 8.69% | -4.44% | -8.34% | -5.33% |
Correlation
The correlation between IUSN.DE and XG12.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2022 | 0.78 |
The correlation between IUSN.DE and XG12.DE has been stable across timeframes, ranging from 0.72 to 0.78 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. XG12.DE — Risk / Return Rank
IUSN.DE
XG12.DE
IUSN.DE vs. XG12.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 Global SDG 12 Circular Economy UCITS ETF 1C (XG12.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 | XG12.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.59 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 7.95 | -3.75 |
| Martin ratioReturn relative to average drawdown | 15.62 | 25.46 | -9.84 |
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 | XG12.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 3.33 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.39 | +0.14 |
Drawdowns
IUSN.DE vs. XG12.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than XG12.DE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and XG12.DE.
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Drawdown Indicators
| IUSN.DE | XG12.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -32.01% | -8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.77% | -0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -24.98% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.67% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -14.28% | +7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 2.12% | -0.20% |
Volatility
IUSN.DE vs. XG12.DE - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.46%, while Xtrackers MSCI Global SDG 12 Circular Economy UCITS ETF 1C (XG12.DE) has a volatility of 6.86%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than XG12.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 | XG12.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 6.86% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 12.62% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 16.18% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 17.44% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 17.44% | +0.87% |
IUSN.DE vs. XG12.DE - Expense Ratio Comparison
Both IUSN.DE and XG12.DE have an expense ratio of 0.35%.
Dividends
IUSN.DE vs. XG12.DE - Dividend Comparison
Neither IUSN.DE nor XG12.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and XG12.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IUSN.DE and XG12.DE have the same expense ratio: 0.35% per year.
IUSN.DE tracks MSCI World Small Cap, while XG12.DE tracks MSCI ACWI IMI SDG 12 Responsible Consumption and Production Select. They also come from different issuers: iShares and Xtrackers.
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