IUSZ.DE vs. ISPA.DE
IUSZ.DE (iShares Core FTSE 100 UCITS ETF (Dist)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - IUSZ.DE is a Europe Equities fund tracking the FTSE 100, 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, IUSZ.DE returned 9.88%/yr vs 11.00%/yr for ISPA.DE. Their correlation of 0.80 suggests significant overlap in exposure. IUSZ.DE charges 0.07%/yr vs 0.46%/yr for ISPA.DE.
Performance
IUSZ.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSZ.DE achieves a 6.50% return, which is significantly lower than ISPA.DE's 13.48% return.
IUSZ.DE
- 1D
- 0.15%
- 1M
- -0.44%
- YTD
- 6.50%
- 6M
- 8.78%
- 1Y
- 14.23%
- 3Y*
- 11.63%
- 5Y*
- 9.88%
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
IUSZ.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSZ.DE iShares Core FTSE 100 UCITS ETF (Dist) | 6.50% | 16.47% | 9.79% | 9.07% | -1.35% | 24.82% | -15.69% | 25.38% | -10.49% | 8.10% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between IUSZ.DE and ISPA.DE is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2016 | 0.80 |
The correlation between IUSZ.DE and ISPA.DE has been stable across timeframes, ranging from 0.75 to 0.80 - a consistent structural relationship.
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Return for Risk
IUSZ.DE vs. ISPA.DE — Risk / Return Rank
IUSZ.DE
ISPA.DE
IUSZ.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core FTSE 100 UCITS ETF (Dist) (IUSZ.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.
| IUSZ.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.18 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.62 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 8.10 | -6.36 |
| Martin ratioReturn relative to average drawdown | 5.71 | 28.73 | -23.02 |
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
| IUSZ.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 3.35 | -2.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.91 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.68 | -0.23 |
Drawdowns
IUSZ.DE vs. ISPA.DE - Drawdown Comparison
The maximum IUSZ.DE drawdown since its inception was -40.31%, roughly equal to the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for IUSZ.DE and ISPA.DE.
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Drawdown Indicators
| IUSZ.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.31% | -38.91% | -1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -3.63% | -4.60% |
Max Drawdown (3Y)Largest decline over 3 years | -17.24% | -15.10% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.24% | -15.10% | -2.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -2.94% | -1.09% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -4.46% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.03% | +1.48% |
Volatility
IUSZ.DE vs. ISPA.DE - Volatility Comparison
iShares Core FTSE 100 UCITS ETF (Dist) (IUSZ.DE) has a higher volatility of 4.16% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that IUSZ.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
| IUSZ.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 2.62% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.14% | 6.51% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 8.77% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 12.00% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 14.79% | +1.53% |
IUSZ.DE vs. ISPA.DE - Expense Ratio Comparison
IUSZ.DE has a 0.07% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
IUSZ.DE vs. ISPA.DE - Dividend Comparison
IUSZ.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
IUSZ.DE iShares Core FTSE 100 UCITS ETF (Dist) | 0.00% | 0.00% | 0.00% | 3.09% | 3.86% | 3.68% | 3.06% | 4.32% | 4.54% | 4.01% | 0.73% | 0.00% |
Frequently Asked Questions
IUSZ.DE and ISPA.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSZ.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSZ.DE is cheaper with a 0.07% expense ratio, compared with 0.46% for ISPA.DE.
IUSZ.DE is categorized as Europe Equities, while ISPA.DE is Global Equities. IUSZ.DE tracks FTSE 100, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.07% for IUSZ.DE and 0.46% for ISPA.DE.
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