IUSW.DE vs. ISPA.DE
IUSW.DE (iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUSW.DE is a Emerging Markets Equities fund tracking the MSCI Saudi Arabia 20/35 Index, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 5 years, IUSW.DE returned 2.61%/yr vs 10.92%/yr for ISPA.DE. At a 0.34 correlation, their price movements are largely independent. IUSW.DE charges 0.60%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUSW.DE vs. ISPA.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 ISPA.DE's 14.66% 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*
- —
ISPA.DE
- 1D
- 0.47%
- 1M
- 1.53%
- 6M
- 13.66%
- YTD
- 14.66%
- 1Y
- 28.82%
- 3Y*
- 18.87%
- 5Y*
- 10.92%
- 10Y*
- 8.88%
IUSW.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 14.66% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 7.74% |
Correlation
The correlation between IUSW.DE and ISPA.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2019 | 0.34 |
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Return for Risk
IUSW.DE vs. ISPA.DE — Risk / Return Rank
IUSW.DE
ISPA.DE
IUSW.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.92 | ||
| Sortino ratioReturn per unit of downside risk | -3.92 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.59 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 7.87 | -7.50 |
| Martin ratioReturn relative to average drawdown | 0.96 | 28.42 | -27.46 |
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Drawdowns
IUSW.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUSW.DE drawdown since its inception was -47.12%, which is greater than ISPA.DE's maximum drawdown of -38.90%. Use the drawdown chart below to compare losses from any high point for IUSW.DE and ISPA.DE.
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Drawdown Indicators
| IUSW.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -38.90% | -8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -3.64% | -8.28% |
Max Drawdown (3Y)Largest decline over 3 years | -21.61% | -15.09% | -6.52% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -15.09% | -16.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.90% | — |
Current DrawdownCurrent decline from peak | -24.34% | -0.29% | -24.05% |
Average DrawdownAverage peak-to-trough decline | -20.34% | -4.53% | -15.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 1.01% | +3.64% |
Volatility
IUSW.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) has a higher volatility of 3.32% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.36%. This indicates that IUSW.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.36% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 6.87% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 8.95% | +6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 11.97% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 14.65% | +5.04% |
IUSW.DE vs. ISPA.DE - Expense Ratio Comparison
IUSW.DE has a 0.60% expense ratio, which is higher than ISPA.DE's 0.46% expense ratio.
Dividends
IUSW.DE vs. ISPA.DE - Dividend Comparison
IUSW.DE's dividend yield for the trailing twelve months is around 3.21%, less than ISPA.DE's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.71% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
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 ISPA.DE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.60% for IUSW.DE.
IUSW.DE is categorized as Emerging Markets Equities, while ISPA.DE is Global Equities. IUSW.DE tracks MSCI Saudi Arabia 20/35 Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.60% for IUSW.DE and 0.46% for ISPA.DE.
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