IUSN.DE vs. XGDU.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and XGDU.DE (Xtrackers IE Physical Gold ETC Securities) are both exchange-traded funds - IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap, while XGDU.DE is a Precious Metals fund tracking the Gold. Both are passively managed. Over the past 5 years, IUSN.DE returned 8.07%/yr vs 19.58%/yr for XGDU.DE. At a 0.08 correlation, their price movements are largely independent. IUSN.DE charges 0.35%/yr vs 0.12%/yr for XGDU.DE.
Performance
IUSN.DE vs. XGDU.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 XGDU.DE's 2.16% return.
IUSN.DE
- 1D
- 0.51%
- 1M
- 2.86%
- YTD
- 14.82%
- 6M
- 15.49%
- 1Y
- 29.07%
- 3Y*
- 14.95%
- 5Y*
- 8.07%
- 10Y*
- —
XGDU.DE
- 1D
- -1.23%
- 1M
- -4.42%
- YTD
- 2.16%
- 6M
- 5.58%
- 1Y
- 30.67%
- 3Y*
- 27.75%
- 5Y*
- 19.58%
- 10Y*
- —
IUSN.DE vs. XGDU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 24.25% |
XGDU.DE Xtrackers IE Physical Gold ETC Securities | 2.16% | 49.11% | 34.18% | 9.42% | 7.01% | 3.80% | -2.93% |
Correlation
The correlation between IUSN.DE and XGDU.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2020 | 0.08 |
The correlation between IUSN.DE and XGDU.DE shifts across timeframes, from 0.08 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUSN.DE vs. XGDU.DE — Risk / Return Rank
IUSN.DE
XGDU.DE
IUSN.DE vs. XGDU.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 IE Physical Gold ETC Securities (XGDU.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 | XGDU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.25 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.20 | 1.79 | +2.42 |
| Martin ratioReturn relative to average drawdown | 15.62 | 4.58 | +11.04 |
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 | XGDU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.28 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.21 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.99 | -0.46 |
Drawdowns
IUSN.DE vs. XGDU.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, which is greater than XGDU.DE's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and XGDU.DE.
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Drawdown Indicators
| IUSN.DE | XGDU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -18.74% | -21.49% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -16.57% | +9.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.32% | -16.57% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -16.57% | -7.75% |
Current DrawdownCurrent decline from peak | 0.00% | -15.48% | +15.48% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -6.27% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 6.48% | -4.56% |
Volatility
IUSN.DE vs. XGDU.DE - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (IUSN.DE) is 3.46%, while Xtrackers IE Physical Gold ETC Securities (XGDU.DE) has a volatility of 5.51%. This indicates that IUSN.DE experiences smaller price fluctuations and is considered to be less risky than XGDU.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 | XGDU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 5.51% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 20.20% | -10.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 23.12% | -9.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 16.02% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 15.78% | +2.53% |
IUSN.DE vs. XGDU.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than XGDU.DE's 0.12% expense ratio.
Dividends
IUSN.DE vs. XGDU.DE - Dividend Comparison
Neither IUSN.DE nor XGDU.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSN.DE and XGDU.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGDU.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGDU.DE is cheaper with a 0.12% expense ratio, compared with 0.35% for IUSN.DE.
IUSN.DE is categorized as Global Equities, while XGDU.DE is Precious Metals. IUSN.DE tracks MSCI World Small Cap, while XGDU.DE tracks Gold. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.35% for IUSN.DE and 0.12% for XGDU.DE.
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