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USSC.L vs. XESC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USSC.L vs. XESC.DE - 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 Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.DE). 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 XESC.DE is traded in EUR. To make them comparable, the XESC.DE 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 16.70% return, which is significantly higher than XESC.DE's 5.95% return. Over the past 10 years, USSC.L has outperformed XESC.DE with an annualized return of 12.58%, while XESC.DE has yielded a comparatively lower 10.74% annualized return.


USSC.L

1D
2.35%
1M
6.69%
YTD
16.70%
6M
14.69%
1Y
38.20%
3Y*
18.74%
5Y*
10.07%
10Y*
12.58%

XESC.DE

1D
0.87%
1M
4.83%
YTD
5.95%
6M
7.45%
1Y
18.77%
3Y*
18.74%
5Y*
10.46%
10Y*
10.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USSC.L vs. XESC.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USSC.L
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
16.70%14.72%8.33%23.18%-10.14%35.22%8.76%23.17%-15.30%9.80%
XESC.DE
Xtrackers EURO STOXX 50 UCITS ETF 1C
5.95%38.00%4.71%26.37%-13.89%13.79%6.61%27.34%-16.22%25.84%

Correlation

The correlation between USSC.L and XESC.DE is 0.59, 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

0.59

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

0.58

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

0.64

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

0.61

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2015

0.62

The correlation between USSC.L and XESC.DE has been stable across timeframes, ranging from 0.58 to 0.64 - a consistent structural relationship.

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Return for Risk

USSC.L vs. XESC.DE — 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: 8484
Overall Rank
USSC.L Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
USSC.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
USSC.L Omega Ratio Rank: 7979
Omega Ratio Rank
USSC.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
USSC.L Martin Ratio Rank: 8484
Martin Ratio Rank

XESC.DE
XESC.DE Risk / Return Rank: 3030
Overall Rank
XESC.DE Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
XESC.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
XESC.DE Omega Ratio Rank: 2828
Omega Ratio Rank
XESC.DE Calmar Ratio Rank: 3030
Calmar Ratio Rank
XESC.DE Martin Ratio Rank: 3333
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. XESC.DE - 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 Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.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.


USSC.LXESC.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.35

Sortino ratioReturn per unit of downside risk

+1.88

Omega ratioGain probability vs. loss probability

1.40

1.19

+0.22

Calmar ratioReturn relative to maximum drawdown

4.63

1.36

+3.28

Martin ratioReturn relative to average drawdown

14.95

4.59

+10.36

USSC.L vs. XESC.DE - Sharpe Ratio Comparison

The current USSC.L Sharpe Ratio is 2.35, which is higher than the XESC.DE Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of USSC.L and XESC.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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Drawdowns

USSC.L vs. XESC.DE - Drawdown Comparison

The maximum USSC.L drawdown since its inception was -48.99%, smaller than the maximum XESC.DE drawdown of -52.40%. Use the drawdown chart below to compare losses from any high point for USSC.L and XESC.DE.


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Drawdown Indicators


USSC.LXESC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-48.99%

-52.40%

+3.41%

Max Drawdown (1Y)

Largest decline over 1 year

-8.12%

-13.03%

+4.91%

Max Drawdown (3Y)

Largest decline over 3 years

-27.47%

-15.54%

-11.93%

Max Drawdown (5Y)

Largest decline over 5 years

-27.47%

-35.01%

+7.54%

Max Drawdown (10Y)

Largest decline over 10 years

-48.99%

-38.89%

-10.10%

Current Drawdown

Current decline from peak

0.00%

-1.14%

+1.14%

Average Drawdown

Average peak-to-trough decline

-7.67%

-12.03%

+4.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

3.86%

-1.34%

Volatility

USSC.L vs. XESC.DE - Volatility Comparison

The current volatility for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) is 4.22%, while Xtrackers EURO STOXX 50 UCITS ETF 1C (XESC.DE) has a volatility of 5.43%. This indicates that USSC.L experiences smaller price fluctuations and is considered to be less risky than XESC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USSC.LXESC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.22%

5.43%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

10.35%

14.70%

-4.35%

Volatility (1Y)

Calculated over the trailing 1-year period

16.06%

17.74%

-1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.63%

20.77%

+0.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.79%

20.55%

+2.24%

USSC.L vs. XESC.DE - Expense Ratio Comparison

USSC.L has a 0.30% expense ratio, which is higher than XESC.DE's 0.09% expense ratio.


Dividends

USSC.L vs. XESC.DE - Dividend Comparison

Neither USSC.L nor XESC.DE has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
XESC.DE
Xtrackers EURO STOXX 50 UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%3.19%

Frequently Asked Questions


USSC.L and XESC.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XESC.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XESC.DE is cheaper with a 0.09% expense ratio, compared with 0.30% for USSC.L.

USSC.L is categorized as Small Cap Value Equities, while XESC.DE is Europe Equities. USSC.L tracks MSCI USA Small Cap Value Weighted Index, while XESC.DE tracks MSCI EMU NR EUR. They also come from different issuers: State Street and Xtrackers. Their fees differ too: 0.30% for USSC.L and 0.09% for XESC.DE.

Portfolio Optimizer

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