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IUSQ.DE vs. SC0J.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSQ.DE vs. SC0J.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and Invesco MSCI World UCITS ETF Acc (SC0J.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IUSQ.DE achieves a 12.65% return, which is significantly higher than SC0J.DE's 10.95% return. Both investments have delivered pretty close results over the past 10 years, with IUSQ.DE having a 12.38% annualized return and SC0J.DE not far ahead at 12.86%.


IUSQ.DE

1D
-0.23%
1M
3.68%
YTD
12.65%
6M
12.87%
1Y
26.39%
3Y*
17.93%
5Y*
12.42%
10Y*
12.38%

SC0J.DE

1D
-0.02%
1M
3.73%
YTD
10.95%
6M
10.97%
1Y
23.90%
3Y*
17.62%
5Y*
12.96%
10Y*
12.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSQ.DE vs. SC0J.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IUSQ.DE
iShares MSCI ACWI UCITS ETF (Acc)
12.65%9.02%24.53%18.57%-13.58%29.13%4.94%30.14%-5.97%9.14%
SC0J.DE
Invesco MSCI World UCITS ETF Acc
10.95%7.78%26.07%20.32%-13.60%32.76%5.64%31.45%-5.00%7.71%

Correlation

The correlation between IUSQ.DE and SC0J.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.99

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2011

0.97

The correlation between IUSQ.DE and SC0J.DE has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.

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Return for Risk

IUSQ.DE vs. SC0J.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSQ.DE
IUSQ.DE Risk / Return Rank: 7676
Overall Rank
IUSQ.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
IUSQ.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
IUSQ.DE Omega Ratio Rank: 7474
Omega Ratio Rank
IUSQ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
IUSQ.DE Martin Ratio Rank: 8383
Martin Ratio Rank

SC0J.DE
SC0J.DE Risk / Return Rank: 7070
Overall Rank
SC0J.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SC0J.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
SC0J.DE Omega Ratio Rank: 6969
Omega Ratio Rank
SC0J.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
SC0J.DE Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSQ.DE vs. SC0J.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and Invesco MSCI World UCITS ETF Acc (SC0J.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.


IUSQ.DESC0J.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.21

Omega ratioGain probability vs. loss probability

1.43

1.40

+0.03

Calmar ratioReturn relative to maximum drawdown

4.08

3.66

+0.42

Martin ratioReturn relative to average drawdown

16.69

14.66

+2.03

IUSQ.DE vs. SC0J.DE - Sharpe Ratio Comparison

The current IUSQ.DE Sharpe Ratio is 2.31, which is comparable to the SC0J.DE Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of IUSQ.DE and SC0J.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IUSQ.DESC0J.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.31

2.14

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.91

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.85

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.87

-0.11

Drawdowns

IUSQ.DE vs. SC0J.DE - Drawdown Comparison

The maximum IUSQ.DE drawdown since its inception was -33.60%, roughly equal to the maximum SC0J.DE drawdown of -33.91%. Use the drawdown chart below to compare losses from any high point for IUSQ.DE and SC0J.DE.


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Drawdown Indicators


IUSQ.DESC0J.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.60%

-33.91%

+0.31%

Max Drawdown (1Y)

Largest decline over 1 year

-6.48%

-6.52%

+0.04%

Max Drawdown (3Y)

Largest decline over 3 years

-21.25%

-21.66%

+0.41%

Max Drawdown (5Y)

Largest decline over 5 years

-21.25%

-21.66%

+0.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.60%

-33.91%

+0.31%

Current Drawdown

Current decline from peak

-0.55%

-0.33%

-0.22%

Average Drawdown

Average peak-to-trough decline

-4.19%

-4.23%

+0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.59%

1.63%

-0.04%

Volatility

IUSQ.DE vs. SC0J.DE - Volatility Comparison

iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a higher volatility of 3.03% compared to Invesco MSCI World UCITS ETF Acc (SC0J.DE) at 2.62%. This indicates that IUSQ.DE's price experiences larger fluctuations and is considered to be riskier than SC0J.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSQ.DESC0J.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.03%

2.62%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

8.26%

7.78%

+0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

11.47%

11.15%

+0.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.94%

14.15%

-0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.02%

15.09%

-0.07%

IUSQ.DE vs. SC0J.DE - Expense Ratio Comparison

IUSQ.DE has a 0.20% expense ratio, which is higher than SC0J.DE's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IUSQ.DE vs. SC0J.DE - Dividend Comparison

Neither IUSQ.DE nor SC0J.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.99, IUSQ.DE and SC0J.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SC0J.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SC0J.DE is cheaper with a 0.19% expense ratio, compared with 0.20% for IUSQ.DE.

IUSQ.DE tracks MSCI All Country World (ACWI), while SC0J.DE tracks MSCI World. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.20% for IUSQ.DE and 0.19% for SC0J.DE.

Portfolio Optimizer

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