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R2SC.L vs. CUS1.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

R2SC.L vs. CUS1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L) and iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L). The values are adjusted to include any dividend payments, if applicable.

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R2SC.L vs. CUS1.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
R2SC.L
SPDR Russell 2000 US Small Cap UCITS ETF
0.46%4.66%11.86%12.18%-11.55%15.87%15.73%20.67%-7.45%4.45%
CUS1.L
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)
1.50%2.68%11.54%11.30%-7.26%19.95%14.64%22.34%-6.43%6.42%
Different Trading Currencies

R2SC.L is traded in GBP, while CUS1.L is traded in GBp. To make them comparable, the CUS1.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, R2SC.L achieves a 0.46% return, which is significantly lower than CUS1.L's 1.50% return. Over the past 10 years, R2SC.L has underperformed CUS1.L with an annualized return of 10.05%, while CUS1.L has yielded a comparatively higher 10.70% annualized return.


R2SC.L

1D
0.31%
1M
-4.98%
YTD
0.46%
6M
3.93%
1Y
21.18%
3Y*
9.56%
5Y*
3.79%
10Y*
10.05%

CUS1.L

1D
0.46%
1M
-5.18%
YTD
1.50%
6M
5.80%
1Y
18.89%
3Y*
8.52%
5Y*
5.11%
10Y*
10.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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R2SC.L vs. CUS1.L - Expense Ratio Comparison

R2SC.L has a 0.30% expense ratio, which is lower than CUS1.L's 0.43% expense ratio.


Return for Risk

R2SC.L vs. CUS1.L — Risk / Return Rank

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

R2SC.L
R2SC.L Risk / Return Rank: 5959
Overall Rank
R2SC.L Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
R2SC.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
R2SC.L Omega Ratio Rank: 5454
Omega Ratio Rank
R2SC.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
R2SC.L Martin Ratio Rank: 5656
Martin Ratio Rank

CUS1.L
CUS1.L Risk / Return Rank: 5353
Overall Rank
CUS1.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
CUS1.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
CUS1.L Omega Ratio Rank: 5151
Omega Ratio Rank
CUS1.L Calmar Ratio Rank: 5151
Calmar Ratio Rank
CUS1.L Martin Ratio Rank: 5353
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.

R2SC.L vs. CUS1.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L) and iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.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.


R2SC.LCUS1.LDifference

Sharpe ratio

Return per unit of total volatility

1.05

0.99

+0.06

Sortino ratio

Return per unit of downside risk

1.49

1.39

+0.10

Omega ratio

Gain probability vs. loss probability

1.20

1.19

0.00

Calmar ratio

Return relative to maximum drawdown

1.59

1.30

+0.28

Martin ratio

Return relative to average drawdown

5.28

5.07

+0.21

R2SC.L vs. CUS1.L - Sharpe Ratio Comparison

The current R2SC.L Sharpe Ratio is 1.05, which is comparable to the CUS1.L Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of R2SC.L and CUS1.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


R2SC.LCUS1.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

0.99

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.27

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.55

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.66

-0.18

Correlation

The correlation between R2SC.L and CUS1.L is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

R2SC.L vs. CUS1.L - Dividend Comparison

Neither R2SC.L nor CUS1.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

R2SC.L vs. CUS1.L - Drawdown Comparison

The maximum R2SC.L drawdown since its inception was -35.03%, roughly equal to the maximum CUS1.L drawdown of -35.26%. Use the drawdown chart below to compare losses from any high point for R2SC.L and CUS1.L.


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Drawdown Indicators


R2SC.LCUS1.LDifference

Max Drawdown

Largest peak-to-trough decline

-35.03%

-35.26%

+0.23%

Max Drawdown (1Y)

Largest decline over 1 year

-12.68%

-13.33%

+0.65%

Max Drawdown (5Y)

Largest decline over 5 years

-30.00%

-28.89%

-1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-35.03%

-35.26%

+0.23%

Current Drawdown

Current decline from peak

-7.94%

-5.65%

-2.29%

Average Drawdown

Average peak-to-trough decline

-8.62%

-6.45%

-2.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

3.43%

+0.38%

Volatility

R2SC.L vs. CUS1.L - Volatility Comparison

SPDR Russell 2000 US Small Cap UCITS ETF (R2SC.L) has a higher volatility of 5.58% compared to iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (CUS1.L) at 4.93%. This indicates that R2SC.L's price experiences larger fluctuations and is considered to be riskier than CUS1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


R2SC.LCUS1.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.58%

4.93%

+0.65%

Volatility (6M)

Calculated over the trailing 6-month period

12.49%

10.93%

+1.56%

Volatility (1Y)

Calculated over the trailing 1-year period

20.15%

19.10%

+1.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.16%

18.94%

+1.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.75%

19.56%

+1.19%