SXRV.DE vs. IUSN.DE
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. Both are passively managed. Over the past 5 years, SXRV.DE returned 17.72%/yr vs 7.95%/yr for IUSN.DE. A 0.69 correlation means they provide meaningful diversification when combined. SXRV.DE charges 0.36%/yr vs 0.35%/yr for IUSN.DE.
Performance
SXRV.DE vs. IUSN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRV.DE achieves a 18.32% return, which is significantly higher than IUSN.DE's 16.07% return.
SXRV.DE
- 1D
- 2.58%
- 1M
- 1.10%
- YTD
- 18.32%
- 6M
- 19.47%
- 1Y
- 36.52%
- 3Y*
- 23.37%
- 5Y*
- 17.72%
- 10Y*
- 21.19%
IUSN.DE
- 1D
- 2.38%
- 1M
- 3.44%
- YTD
- 16.07%
- 6M
- 16.37%
- 1Y
- 32.21%
- 3Y*
- 14.22%
- 5Y*
- 7.95%
- 10Y*
- —
SXRV.DE vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 18.32% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 2.76% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 16.07% | 7.76% | 13.17% | 13.12% | -13.76% | 25.29% | 5.24% | 29.17% | -8.13% |
Correlation
The correlation between SXRV.DE and IUSN.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2018 | 0.69 |
The correlation between SXRV.DE and IUSN.DE has been stable across timeframes, ranging from 0.62 to 0.69 - a consistent structural relationship.
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Return for Risk
SXRV.DE vs. IUSN.DE — Risk / Return Rank
SXRV.DE
IUSN.DE
SXRV.DE vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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.
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.
| SXRV.DE | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.41 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 4.42 | -0.87 |
| Martin ratioReturn relative to average drawdown | 10.45 | 16.61 | -6.16 |
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Drawdowns
SXRV.DE vs. IUSN.DE - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, smaller than the maximum IUSN.DE drawdown of -40.27%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and IUSN.DE.
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Drawdown Indicators
| SXRV.DE | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -40.27% | +7.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -7.12% | -2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -24.25% | -2.44% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | -24.25% | -7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | — | — |
Current DrawdownCurrent decline from peak | -2.68% | 0.00% | -2.68% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -7.00% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 1.90% | +1.52% |
Volatility
SXRV.DE vs. IUSN.DE - Volatility Comparison
iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a higher volatility of 5.34% compared to iShares MSCI World Small Cap UCITS ETF (IUSN.DE) at 3.90%. This indicates that SXRV.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.
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Volatility by Period
| SXRV.DE | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.90% | +1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 9.79% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.11% | 13.88% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.90% | 16.56% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.66% | 18.31% | +1.35% |
SXRV.DE vs. IUSN.DE - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is higher than IUSN.DE's 0.35% expense ratio.
Dividends
SXRV.DE vs. IUSN.DE - Dividend Comparison
Neither SXRV.DE nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRV.DE and IUSN.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSN.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSN.DE is cheaper with a 0.35% expense ratio, compared with 0.36% for SXRV.DE.
SXRV.DE is categorized as Nasdaq-100, while IUSN.DE is Global Equities. SXRV.DE tracks NASDAQ-100 Index, while IUSN.DE tracks MSCI World Small Cap. Their fees differ too: 0.36% for SXRV.DE and 0.35% for IUSN.DE.
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