SMLK.DE vs. IUSN.DE
Compare and contrast key facts about Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) and iShares MSCI World Small Cap UCITS ETF (IUSN.DE).
SMLK.DE and IUSN.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMLK.DE is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600. It was launched on Jan 29, 2019. IUSN.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap. It was launched on Mar 27, 2018. Both SMLK.DE and IUSN.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMLK.DE or IUSN.DE.
Correlation
The correlation between SMLK.DE and IUSN.DE is 0.94, 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.
Performance
SMLK.DE vs. IUSN.DE - Performance Comparison
Key characteristics
SMLK.DE:
0.94
IUSN.DE:
1.21
SMLK.DE:
1.54
IUSN.DE:
1.77
SMLK.DE:
1.19
IUSN.DE:
1.23
SMLK.DE:
1.76
IUSN.DE:
1.83
SMLK.DE:
4.06
IUSN.DE:
6.13
SMLK.DE:
4.32%
IUSN.DE:
2.81%
SMLK.DE:
18.98%
IUSN.DE:
14.33%
SMLK.DE:
-20.29%
IUSN.DE:
-40.23%
SMLK.DE:
-6.43%
IUSN.DE:
-1.19%
Returns By Period
In the year-to-date period, SMLK.DE achieves a 2.62% return, which is significantly lower than IUSN.DE's 5.03% return.
SMLK.DE
2.62%
-1.33%
12.51%
17.23%
N/A
N/A
IUSN.DE
5.03%
1.45%
13.05%
18.68%
8.34%
N/A
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SMLK.DE vs. IUSN.DE - Expense Ratio Comparison
SMLK.DE has a 0.14% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Risk-Adjusted Performance
SMLK.DE vs. IUSN.DE — Risk-Adjusted Performance Rank
SMLK.DE
IUSN.DE
SMLK.DE vs. IUSN.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) and iShares MSCI World Small Cap UCITS ETF (IUSN.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.
Dividends
SMLK.DE vs. IUSN.DE - Dividend Comparison
Neither SMLK.DE nor IUSN.DE has paid dividends to shareholders.
Drawdowns
SMLK.DE vs. IUSN.DE - Drawdown Comparison
The maximum SMLK.DE drawdown since its inception was -20.29%, smaller than the maximum IUSN.DE drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for SMLK.DE and IUSN.DE. For additional features, visit the drawdowns tool.
Volatility
SMLK.DE vs. IUSN.DE - Volatility Comparison
Invesco S&P SmallCap 600 UCITS ETF A (SMLK.DE) has a higher volatility of 3.97% compared to iShares MSCI World Small Cap UCITS ETF (IUSN.DE) at 3.56%. This indicates that SMLK.DE's price experiences larger fluctuations and is considered to be riskier than IUSN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.