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USSC.L vs. IMEU.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USSC.L vs. IMEU.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) and iShares Core MSCI Europe UCITS ETF EUR (Dist) (IMEU.AS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

USSC.L is traded in USD, while IMEU.AS is traded in EUR. To make them comparable, the IMEU.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, USSC.L achieves a 12.93% return, which is significantly higher than IMEU.AS's 5.61% return. Over the past 10 years, USSC.L has outperformed IMEU.AS with an annualized return of 12.01%, while IMEU.AS has yielded a comparatively lower 9.39% annualized return.


USSC.L

1D
-0.49%
1M
0.86%
YTD
12.93%
6M
13.58%
1Y
35.93%
3Y*
19.32%
5Y*
9.49%
10Y*
12.01%

IMEU.AS

1D
-0.92%
1M
3.06%
YTD
5.61%
6M
9.08%
1Y
18.57%
3Y*
16.41%
5Y*
8.82%
10Y*
9.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USSC.L vs. IMEU.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSC.L
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
12.93%14.73%8.33%23.17%-10.14%35.22%8.76%23.19%-15.30%9.79%
IMEU.AS
iShares Core MSCI Europe UCITS ETF EUR (Dist)
5.61%35.99%2.23%19.38%-14.61%17.16%5.35%23.13%-13.83%25.60%

Correlation

The correlation between USSC.L and IMEU.AS is 0.60, 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

0.60

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

0.59

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

0.65

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

0.62

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2015

0.64

The correlation between USSC.L and IMEU.AS has been stable across timeframes, ranging from 0.59 to 0.65 - a consistent structural relationship.

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Return for Risk

USSC.L vs. IMEU.AS — Risk / Return Rank

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

USSC.L
USSC.L Risk / Return Rank: 7171
Overall Rank
USSC.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
USSC.L Sortino Ratio Rank: 7171
Sortino Ratio Rank
USSC.L Omega Ratio Rank: 6262
Omega Ratio Rank
USSC.L Calmar Ratio Rank: 8282
Calmar Ratio Rank
USSC.L Martin Ratio Rank: 7474
Martin Ratio Rank

IMEU.AS
IMEU.AS Risk / Return Rank: 3636
Overall Rank
IMEU.AS Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
IMEU.AS Sortino Ratio Rank: 3535
Sortino Ratio Rank
IMEU.AS Omega Ratio Rank: 3636
Omega Ratio Rank
IMEU.AS Calmar Ratio Rank: 3434
Calmar Ratio Rank
IMEU.AS Martin Ratio Rank: 4040
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.

USSC.L vs. IMEU.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) and iShares Core MSCI Europe UCITS ETF EUR (Dist) (IMEU.AS). 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.


USSC.LIMEU.ASDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.43

Omega ratioGain probability vs. loss probability

1.38

1.23

+0.15

Calmar ratioReturn relative to maximum drawdown

4.40

1.61

+2.79

Martin ratioReturn relative to average drawdown

14.10

5.75

+8.35

USSC.L vs. IMEU.AS - Sharpe Ratio Comparison

The current USSC.L Sharpe Ratio is 2.24, which is higher than the IMEU.AS Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of USSC.L and IMEU.AS, 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


USSC.LIMEU.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

1.25

+0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.50

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.52

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.22

+0.24

Drawdowns

USSC.L vs. IMEU.AS - Drawdown Comparison

The maximum USSC.L drawdown since its inception was -48.99%, smaller than the maximum IMEU.AS drawdown of -62.65%. Use the drawdown chart below to compare losses from any high point for USSC.L and IMEU.AS.


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Drawdown Indicators


USSC.LIMEU.ASDifference

Max Drawdown

Largest peak-to-trough decline

-48.99%

-62.65%

+13.66%

Max Drawdown (1Y)

Largest decline over 1 year

-8.12%

-11.38%

+3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-27.47%

-14.90%

-12.57%

Max Drawdown (5Y)

Largest decline over 5 years

-27.47%

-30.73%

+3.26%

Max Drawdown (10Y)

Largest decline over 10 years

-48.99%

-35.76%

-13.23%

Current Drawdown

Current decline from peak

-0.49%

-2.54%

+2.05%

Average Drawdown

Average peak-to-trough decline

-7.70%

-14.45%

+6.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

3.20%

-0.66%

Volatility

USSC.L vs. IMEU.AS - Volatility Comparison

The current volatility for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) is 4.04%, while iShares Core MSCI Europe UCITS ETF EUR (Dist) (IMEU.AS) has a volatility of 5.62%. This indicates that USSC.L experiences smaller price fluctuations and is considered to be less risky than IMEU.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USSC.LIMEU.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

5.62%

-1.58%

Volatility (6M)

Calculated over the trailing 6-month period

10.08%

12.20%

-2.12%

Volatility (1Y)

Calculated over the trailing 1-year period

16.01%

14.64%

+1.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.62%

17.25%

+4.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.82%

17.68%

+5.14%

USSC.L vs. IMEU.AS - Expense Ratio Comparison

USSC.L has a 0.30% expense ratio, which is lower than IMEU.AS's 1.00% expense ratio.


Dividends

USSC.L vs. IMEU.AS - Dividend Comparison

USSC.L has not paid dividends to shareholders, while IMEU.AS's dividend yield for the trailing twelve months is around 2.55%.


PositionTTM20252024202320222021202020192018201720162015
IMEU.AS
iShares Core MSCI Europe UCITS ETF EUR (Dist)
2.55%2.55%2.87%2.88%2.93%2.25%2.08%3.06%3.23%2.64%2.85%2.67%
USSC.L
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
0.00%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


USSC.L and IMEU.AS have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, USSC.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

USSC.L is cheaper with a 0.30% expense ratio, compared with 1.00% for IMEU.AS.

USSC.L is categorized as Small Cap Value Equities, while IMEU.AS is Europe Equities. USSC.L tracks MSCI USA Small Cap Value Weighted Index, while IMEU.AS tracks MSCI Europe NR EUR. They also come from different issuers: State Street and iShares. Their fees differ too: 0.30% for USSC.L and 1.00% for IMEU.AS.

Portfolio Optimizer

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