IUSN.DE vs. ZPRS.DE
Compare and contrast key facts about iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE).
IUSN.DE and ZPRS.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSN.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap. It was launched on Mar 27, 2018. ZPRS.DE is a passively managed fund by State Street that tracks the performance of the MSCI World Small Cap. It was launched on Nov 25, 2013. Both IUSN.DE and ZPRS.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUSN.DE vs. ZPRS.DE - Performance Comparison
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IUSN.DE vs. ZPRS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 4.15% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 5.33% | 29.05% | -8.27% |
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF | 3.63% | 7.37% | 13.79% | 12.57% | -13.88% | 25.10% | 5.40% | 30.21% | -9.53% |
Returns By Period
In the year-to-date period, IUSN.DE achieves a 4.15% return, which is significantly higher than ZPRS.DE's 3.63% return.
IUSN.DE
- 1D
- 2.63%
- 1M
- -3.65%
- YTD
- 4.15%
- 6M
- 7.84%
- 1Y
- 19.80%
- 3Y*
- 11.78%
- 5Y*
- 6.14%
- 10Y*
- —
ZPRS.DE
- 1D
- 2.53%
- 1M
- -3.97%
- YTD
- 3.63%
- 6M
- 7.15%
- 1Y
- 19.08%
- 3Y*
- 11.46%
- 5Y*
- 5.79%
- 10Y*
- 9.27%
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IUSN.DE vs. ZPRS.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is lower than ZPRS.DE's 0.45% expense ratio.
Return for Risk
IUSN.DE vs. ZPRS.DE — Risk / Return Rank
IUSN.DE
ZPRS.DE
IUSN.DE vs. ZPRS.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 SPDR MSCI World Small Cap UCITS ETF (ZPRS.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 | ZPRS.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.07 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.48 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.25 | -0.03 |
Martin ratioReturn relative to average drawdown | 9.14 | 9.06 | +0.08 |
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 | ZPRS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.07 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between IUSN.DE and ZPRS.DE is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IUSN.DE vs. ZPRS.DE - Dividend Comparison
Neither IUSN.DE nor ZPRS.DE has paid dividends to shareholders.
Drawdowns
IUSN.DE vs. ZPRS.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.23%, roughly equal to the maximum ZPRS.DE drawdown of -40.22%. Use the drawdown chart below to compare losses from any high point for IUSN.DE and ZPRS.DE.
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Drawdown Indicators
| IUSN.DE | ZPRS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.23% | -40.22% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -14.06% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -24.49% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.22% | — |
Current DrawdownCurrent decline from peak | -3.89% | -4.16% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -6.49% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.14% | +0.04% |
Volatility
IUSN.DE vs. ZPRS.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) have volatilities of 5.48% and 5.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSN.DE | ZPRS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 5.41% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 10.45% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.69% | 17.83% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 16.63% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 17.28% | +1.13% |