IUSZ.L vs. IDTK.L
IUSZ.L (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) and IDTK.L (iShares MSCI Turkey UCITS ETF USD (Dist)) are both exchange-traded funds - IUSZ.L is a Mid Cap Blend Equities fund tracking the MSCI USA Mid-Cap Equal Weighted Index, while IDTK.L is a Emerging Markets Equities fund tracking the MSCI Turkey - Net Returns. Both are passively managed. Over the past 5 years, IUSZ.L returned 6.64%/yr vs 15.73%/yr for IDTK.L. At a 0.27 correlation, their price movements are largely independent. IUSZ.L charges 0.20%/yr vs 0.74%/yr for IDTK.L.
Performance
IUSZ.L vs. IDTK.L - Performance Comparison
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Returns By Period
In the year-to-date period, IUSZ.L achieves a 8.82% return, which is significantly lower than IDTK.L's 16.16% return.
IUSZ.L
- 1D
- -0.44%
- 1M
- 0.52%
- 6M
- 5.50%
- YTD
- 8.82%
- 1Y
- 14.45%
- 3Y*
- 11.75%
- 5Y*
- 6.64%
- 10Y*
- —
IDTK.L
- 1D
- -1.76%
- 1M
- -4.64%
- 6M
- 1.66%
- YTD
- 16.16%
- 1Y
- 17.88%
- 3Y*
- 13.14%
- 5Y*
- 15.73%
- 10Y*
- 1.48%
IUSZ.L vs. IDTK.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSZ.L iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) | 8.82% | 8.58% | 12.73% | 17.19% | -18.26% | 26.04% | 17.67% | 27.95% | -10.01% | 17.20% |
IDTK.L iShares MSCI Turkey UCITS ETF USD (Dist) | 16.16% | -3.80% | 17.64% | -6.83% | 89.97% | -28.16% | -9.47% | 10.81% | -41.67% | 37.23% |
Correlation
The correlation between IUSZ.L and IDTK.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2016 | 0.27 |
The correlation between IUSZ.L and IDTK.L shifts across timeframes, from 0.16 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUSZ.L vs. IDTK.L — Risk / Return Rank
IUSZ.L
IDTK.L
IUSZ.L vs. IDTK.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) (IUSZ.L) and iShares MSCI Turkey UCITS ETF USD (Dist) (IDTK.L). 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.
| IUSZ.L | IDTK.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.15 | +0.60 |
| Martin ratioReturn relative to average drawdown | 6.21 | 2.60 | +3.61 |
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Drawdowns
IUSZ.L vs. IDTK.L - Drawdown Comparison
The maximum IUSZ.L drawdown since its inception was -41.10%, smaller than the maximum IDTK.L drawdown of -76.41%. Use the drawdown chart below to compare losses from any high point for IUSZ.L and IDTK.L.
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Drawdown Indicators
| IUSZ.L | IDTK.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.10% | -76.41% | +35.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -15.47% | +7.26% |
Max Drawdown (3Y)Largest decline over 3 years | -21.38% | -32.38% | +11.00% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -32.38% | +6.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.70% | — |
Current DrawdownCurrent decline from peak | -1.18% | -39.75% | +38.57% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -44.36% | +37.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 6.86% | -4.54% |
Volatility
IUSZ.L vs. IDTK.L - Volatility Comparison
The current volatility for iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) (IUSZ.L) is 3.58%, while iShares MSCI Turkey UCITS ETF USD (Dist) (IDTK.L) has a volatility of 5.58%. This indicates that IUSZ.L experiences smaller price fluctuations and is considered to be less risky than IDTK.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSZ.L | IDTK.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.58% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 21.58% | -12.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.41% | 26.93% | -14.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.02% | 34.62% | -16.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.71% | 34.31% | -13.60% |
IUSZ.L vs. IDTK.L - Expense Ratio Comparison
IUSZ.L has a 0.20% expense ratio, which is lower than IDTK.L's 0.74% expense ratio.
Dividends
IUSZ.L vs. IDTK.L - Dividend Comparison
IUSZ.L's dividend yield for the trailing twelve months is around 0.42%, less than IDTK.L's 1.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDTK.L iShares MSCI Turkey UCITS ETF USD (Dist) | 1.85% | 1.75% | 2.47% | 3.13% | 1.97% | 3.81% | 0.59% | 2.45% | 4.77% | 1.88% | 2.07% | 2.57% |
IUSZ.L iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUSZ.L and IDTK.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSZ.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSZ.L is cheaper with a 0.20% expense ratio, compared with 0.74% for IDTK.L.
IUSZ.L is categorized as Mid Cap Blend Equities, while IDTK.L is Emerging Markets Equities. IUSZ.L tracks MSCI USA Mid-Cap Equal Weighted Index, while IDTK.L tracks MSCI Turkey - Net Returns. Their fees differ too: 0.20% for IUSZ.L and 0.74% for IDTK.L.
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