IUSW.DE vs. EUNY.DE
IUSW.DE (iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)) and EUNY.DE (iShares Emerging Markets Dividend UCITS ETF) are both Emerging Markets Equities funds from iShares - IUSW.DE tracks the MSCI Saudi Arabia 20/35 Index while EUNY.DE tracks the Dow Jones Emerging Markets Select Dividend. Both are passively managed. Over the past 5 years, IUSW.DE returned 2.61%/yr vs 5.02%/yr for EUNY.DE. At a 0.39 correlation, their price movements are largely independent. IUSW.DE charges 0.60%/yr vs 0.65%/yr for EUNY.DE.
Performance
IUSW.DE vs. EUNY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSW.DE achieves a 8.49% return, which is significantly lower than EUNY.DE's 9.92% return.
IUSW.DE
- 1D
- 0.44%
- 1M
- 0.44%
- 6M
- 7.23%
- YTD
- 8.49%
- 1Y
- 4.49%
- 3Y*
- -1.13%
- 5Y*
- 2.61%
- 10Y*
- —
EUNY.DE
- 1D
- 1.27%
- 1M
- -1.95%
- 6M
- 8.25%
- YTD
- 9.92%
- 1Y
- 21.22%
- 3Y*
- 16.25%
- 5Y*
- 5.02%
- 10Y*
- 6.39%
IUSW.DE vs. EUNY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 8.49% | -15.93% | 5.30% | 5.93% | 0.43% | 46.72% | -7.49% | -22.80% |
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 9.92% | 13.97% | 12.41% | 15.34% | -26.11% | 20.00% | -11.72% | 5.13% |
Correlation
The correlation between IUSW.DE and EUNY.DE is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2019 | 0.39 |
The correlation between IUSW.DE and EUNY.DE shifts across timeframes, from 0.22 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSW.DE vs. EUNY.DE — Risk / Return Rank
IUSW.DE
EUNY.DE
IUSW.DE vs. EUNY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) and iShares Emerging Markets Dividend UCITS ETF (EUNY.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.
| IUSW.DE | EUNY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.30 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 3.91 | -3.54 |
| Martin ratioReturn relative to average drawdown | 0.96 | 11.46 | -10.50 |
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Drawdowns
IUSW.DE vs. EUNY.DE - Drawdown Comparison
The maximum IUSW.DE drawdown since its inception was -47.12%, smaller than the maximum EUNY.DE drawdown of -50.11%. Use the drawdown chart below to compare losses from any high point for IUSW.DE and EUNY.DE.
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Drawdown Indicators
| IUSW.DE | EUNY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -50.11% | +2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -5.40% | -6.52% |
Max Drawdown (3Y)Largest decline over 3 years | -21.61% | -15.70% | -5.91% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -31.41% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.29% | — |
Current DrawdownCurrent decline from peak | -24.34% | -4.14% | -20.20% |
Average DrawdownAverage peak-to-trough decline | -20.34% | -20.28% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 1.85% | +2.80% |
Volatility
IUSW.DE vs. EUNY.DE - Volatility Comparison
The current volatility for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) is 3.32%, while iShares Emerging Markets Dividend UCITS ETF (EUNY.DE) has a volatility of 4.38%. This indicates that IUSW.DE experiences smaller price fluctuations and is considered to be less risky than EUNY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSW.DE | EUNY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 4.38% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 10.21% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 12.47% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 15.68% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 16.68% | +3.01% |
IUSW.DE vs. EUNY.DE - Expense Ratio Comparison
IUSW.DE has a 0.60% expense ratio, which is lower than EUNY.DE's 0.65% expense ratio.
Dividends
IUSW.DE vs. EUNY.DE - Dividend Comparison
IUSW.DE's dividend yield for the trailing twelve months is around 3.21%, less than EUNY.DE's 5.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUNY.DE iShares Emerging Markets Dividend UCITS ETF | 5.13% | 5.83% | 7.71% | 8.05% | 9.57% | 6.35% | 5.09% | 5.58% | 5.64% | 4.10% | 4.36% | 6.39% |
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 3.21% | 3.79% | 2.60% | 2.13% | 1.81% | 1.21% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUSW.DE and EUNY.DE have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSW.DE is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSW.DE is cheaper with a 0.60% expense ratio, compared with 0.65% for EUNY.DE.
IUSW.DE tracks MSCI Saudi Arabia 20/35 Index, while EUNY.DE tracks Dow Jones Emerging Markets Select Dividend. Their fees differ too: 0.60% for IUSW.DE and 0.65% for EUNY.DE.
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