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SC0H.DE vs. IBCY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SC0H.DE vs. IBCY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco MSCI USA UCITS ETF (SC0H.DE) and iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

Over the past 10 years, SC0H.DE has outperformed IBCY.DE with an annualized return of 15.07%, while IBCY.DE has yielded a comparatively lower 11.22% annualized return.


SC0H.DE

1D
-0.11%
1M
5.36%
YTD
11.30%
6M
11.28%
1Y
25.34%
3Y*
19.18%
5Y*
14.59%
10Y*
15.07%

IBCY.DE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
13.35%
3Y*
13.97%
5Y*
10.27%
10Y*
11.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SC0H.DE vs. IBCY.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SC0H.DE
Invesco MSCI USA UCITS ETF
11.30%4.77%32.56%23.60%-15.55%38.99%9.76%35.08%-1.12%6.55%
IBCY.DE
iShares Edge MSCI USA Multifactor UCITS ETF
0.00%6.35%29.21%13.73%-11.70%36.60%0.17%28.63%-6.73%6.21%

Correlation

The correlation between SC0H.DE and IBCY.DE is 0.55, 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

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.89

Correlation (10Y)
Calculated over the trailing 10-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2015

0.93

Over the past year, the correlation between SC0H.DE and IBCY.DE has dropped to 0.55 - well below their long-term average of 0.93, suggesting their price drivers have been diverging.

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Return for Risk

SC0H.DE vs. IBCY.DE — Risk / Return Rank

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

SC0H.DE
SC0H.DE Risk / Return Rank: 6767
Overall Rank
SC0H.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SC0H.DE Sortino Ratio Rank: 6464
Sortino Ratio Rank
SC0H.DE Omega Ratio Rank: 6868
Omega Ratio Rank
SC0H.DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
SC0H.DE Martin Ratio Rank: 6666
Martin Ratio Rank

IBCY.DE
IBCY.DE Risk / Return Rank: 7272
Overall Rank
IBCY.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IBCY.DE Sortino Ratio Rank: 5050
Sortino Ratio Rank
IBCY.DE Omega Ratio Rank: 9090
Omega Ratio Rank
IBCY.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
IBCY.DE Martin Ratio Rank: 8989
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.

SC0H.DE vs. IBCY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI USA UCITS ETF (SC0H.DE) and iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.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.


SC0H.DEIBCY.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.46

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

1.40

1.56

-0.16

Calmar ratioReturn relative to maximum drawdown

3.45

4.08

-0.64

Martin ratioReturn relative to average drawdown

11.96

19.99

-8.03

SC0H.DE vs. IBCY.DE - Sharpe Ratio Comparison

The current SC0H.DE Sharpe Ratio is 2.16, which is comparable to the IBCY.DE Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of SC0H.DE and IBCY.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SC0H.DEIBCY.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

1.70

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.69

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

0.69

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.98

0.63

+0.34

Drawdowns

SC0H.DE vs. IBCY.DE - Drawdown Comparison

The maximum SC0H.DE drawdown since its inception was -34.20%, roughly equal to the maximum IBCY.DE drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for SC0H.DE and IBCY.DE.


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Drawdown Indicators


SC0H.DEIBCY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.20%

-35.54%

+1.34%

Max Drawdown (1Y)

Largest decline over 1 year

-7.32%

-3.26%

-4.06%

Max Drawdown (3Y)

Largest decline over 3 years

-23.66%

-22.91%

-0.75%

Max Drawdown (5Y)

Largest decline over 5 years

-23.66%

-22.91%

-0.75%

Max Drawdown (10Y)

Largest decline over 10 years

-34.20%

-35.54%

+1.34%

Current Drawdown

Current decline from peak

-0.41%

0.00%

-0.41%

Average Drawdown

Average peak-to-trough decline

-4.13%

-4.95%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

0.67%

+1.44%

Volatility

SC0H.DE vs. IBCY.DE - Volatility Comparison

Invesco MSCI USA UCITS ETF (SC0H.DE) has a higher volatility of 2.68% compared to iShares Edge MSCI USA Multifactor UCITS ETF (IBCY.DE) at 0.00%. This indicates that SC0H.DE's price experiences larger fluctuations and is considered to be riskier than IBCY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SC0H.DEIBCY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.68%

0.00%

+2.68%

Volatility (6M)

Calculated over the trailing 6-month period

7.66%

0.00%

+7.66%

Volatility (1Y)

Calculated over the trailing 1-year period

11.67%

7.99%

+3.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.41%

14.77%

+0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.23%

16.12%

+0.11%

SC0H.DE vs. IBCY.DE - Expense Ratio Comparison

SC0H.DE has a 0.05% expense ratio, which is lower than IBCY.DE's 0.35% expense ratio.


Dividends

SC0H.DE vs. IBCY.DE - Dividend Comparison

Neither SC0H.DE nor IBCY.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SC0H.DE and IBCY.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SC0H.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SC0H.DE is cheaper with a 0.05% expense ratio, compared with 0.35% for IBCY.DE.

SC0H.DE tracks MSCI USA, while IBCY.DE tracks MSCI USA Diversified Multiple-Factor. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.05% for SC0H.DE and 0.35% for IBCY.DE.

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