V80A.DE vs. IUSN.DE
V80A.DE (Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - V80A.DE is a Diversified Portfolio fund actively managed by Vanguard, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. V80A.DE is actively managed, while IUSN.DE is passively managed. Over the past 5 years, V80A.DE returned 9.42%/yr vs 8.07%/yr for IUSN.DE. Their correlation of 0.84 suggests significant overlap in exposure. V80A.DE charges 0.25%/yr vs 0.35%/yr for IUSN.DE.
Performance
V80A.DE vs. IUSN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, V80A.DE achieves a 10.19% return, which is significantly lower than IUSN.DE's 14.82% return.
V80A.DE
- 1D
- -0.25%
- 1M
- 3.03%
- YTD
- 10.19%
- 6M
- 10.15%
- 1Y
- 21.11%
- 3Y*
- 14.61%
- 5Y*
- 9.42%
- 10Y*
- —
IUSN.DE
- 1D
- 0.51%
- 1M
- 2.54%
- YTD
- 14.82%
- 6M
- 15.37%
- 1Y
- 29.99%
- 3Y*
- 14.95%
- 5Y*
- 8.07%
- 10Y*
- —
V80A.DE vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
V80A.DE Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc | 10.19% | 7.94% | 19.25% | 15.10% | -13.51% | 20.55% | 1.78% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.82% | 7.82% | 13.17% | 13.11% | -13.82% | 25.28% | 2.27% |
Correlation
The correlation between V80A.DE and IUSN.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020 | 0.84 |
The correlation between V80A.DE and IUSN.DE has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.
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Return for Risk
V80A.DE vs. IUSN.DE — Risk / Return Rank
V80A.DE
IUSN.DE
V80A.DE vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc (V80A.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.
| V80A.DE | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.39 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | 4.20 | -0.50 |
| Martin ratioReturn relative to average drawdown | 14.91 | 15.62 | -0.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| V80A.DE | IUSN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 2.19 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.48 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.53 | +0.43 |
Drawdowns
V80A.DE vs. IUSN.DE - Drawdown Comparison
The maximum V80A.DE drawdown since its inception was -16.79%, smaller than the maximum IUSN.DE drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for V80A.DE and IUSN.DE.
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Drawdown Indicators
| V80A.DE | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.79% | -40.23% | +23.44% |
Max Drawdown (1Y)Largest decline over 1 year | -5.64% | -7.12% | +1.48% |
Max Drawdown (3Y)Largest decline over 3 years | -16.79% | -24.32% | +7.53% |
Max Drawdown (5Y)Largest decline over 5 years | -16.79% | -24.32% | +7.53% |
Current DrawdownCurrent decline from peak | -0.53% | 0.00% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -7.03% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.92% | -0.52% |
Volatility
V80A.DE vs. IUSN.DE - Volatility Comparison
The current volatility for Vanguard LifeStrategy 80% Equity UCITS ETF EUR Acc (V80A.DE) is 2.57%, while iShares MSCI World Small Cap UCITS ETF (IUSN.DE) has a volatility of 3.46%. This indicates that V80A.DE experiences smaller price fluctuations and is considered to be less risky 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
| V80A.DE | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 3.46% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 6.80% | 9.56% | -2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.13% | 13.64% | -4.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.96% | 16.53% | -5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.86% | 18.31% | -7.45% |
V80A.DE vs. IUSN.DE - Expense Ratio Comparison
V80A.DE has a 0.25% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Dividends
V80A.DE vs. IUSN.DE - Dividend Comparison
Neither V80A.DE nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
V80A.DE and IUSN.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V80A.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V80A.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
V80A.DE is categorized as Diversified Portfolio, while IUSN.DE is Global Equities. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.25% for V80A.DE and 0.35% for IUSN.DE.
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