XDWH.L vs. IUSN.DE
XDWH.L (Xtrackers MSCI World Health Care UCITS ETF 1C) and IUSN.DE (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - XDWH.L is a Health & Biotech Equities fund tracking the MSCI World/Health Care NR USD, while IUSN.DE is a Global Equities fund tracking the MSCI World Small Cap. Both are passively managed. Over the past 5 years, XDWH.L returned 4.30%/yr vs 6.97%/yr for IUSN.DE. A 0.59 correlation means they provide meaningful diversification when combined. XDWH.L charges 0.25%/yr vs 0.35%/yr for IUSN.DE.
Performance
XDWH.L vs. IUSN.DE - Performance Comparison
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Different Trading Currencies
XDWH.L is traded in USD, while IUSN.DE is traded in EUR. To make them comparable, the IUSN.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XDWH.L achieves a -1.63% return, which is significantly lower than IUSN.DE's 14.28% return.
XDWH.L
- 1D
- 0.16%
- 1M
- 3.81%
- YTD
- -1.63%
- 6M
- -0.33%
- 1Y
- 10.38%
- 3Y*
- 5.82%
- 5Y*
- 4.30%
- 10Y*
- 8.41%
IUSN.DE
- 1D
- 2.27%
- 1M
- 3.09%
- YTD
- 14.28%
- 6M
- 14.65%
- 1Y
- 31.48%
- 3Y*
- 16.89%
- 5Y*
- 6.97%
- 10Y*
- —
XDWH.L vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XDWH.L Xtrackers MSCI World Health Care UCITS ETF 1C | -1.63% | 15.25% | 0.75% | 3.81% | -5.42% | 20.56% | 12.88% | 22.95% | 2.43% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 14.28% | 21.65% | 6.69% | 16.70% | -18.51% | 15.41% | 15.53% | 26.44% | -13.57% |
Correlation
The correlation between XDWH.L and IUSN.DE is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2018 | 0.59 |
The correlation between XDWH.L and IUSN.DE shifts across timeframes, from 0.41 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDWH.L vs. IUSN.DE — Risk / Return Rank
XDWH.L
IUSN.DE
XDWH.L vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) 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.
| XDWH.L | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.36 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.99 | 3.47 | -2.48 |
| Martin ratioReturn relative to average drawdown | 2.48 | 12.38 | -9.90 |
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Drawdowns
XDWH.L vs. IUSN.DE - Drawdown Comparison
The maximum XDWH.L drawdown since its inception was -26.24%, smaller than the maximum IUSN.DE drawdown of -41.11%. Use the drawdown chart below to compare losses from any high point for XDWH.L and IUSN.DE.
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Drawdown Indicators
| XDWH.L | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.24% | -41.11% | +14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -9.02% | -1.37% |
Max Drawdown (3Y)Largest decline over 3 years | -19.27% | -21.08% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.27% | -30.69% | +11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -26.24% | — | — |
Current DrawdownCurrent decline from peak | -4.75% | 0.00% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -8.90% | +4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 2.54% | +1.61% |
Volatility
XDWH.L vs. IUSN.DE - Volatility Comparison
Xtrackers MSCI World Health Care UCITS ETF 1C (XDWH.L) and iShares MSCI World Small Cap UCITS ETF (IUSN.DE) have volatilities of 4.64% and 4.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDWH.L | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 4.54% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 10.99% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.59% | 14.87% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 18.28% | -4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.97% | 19.60% | -4.63% |
XDWH.L vs. IUSN.DE - Expense Ratio Comparison
XDWH.L has a 0.25% expense ratio, which is lower than IUSN.DE's 0.35% expense ratio.
Dividends
XDWH.L vs. IUSN.DE - Dividend Comparison
Neither XDWH.L nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
XDWH.L and IUSN.DE have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWH.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWH.L is cheaper with a 0.25% expense ratio, compared with 0.35% for IUSN.DE.
XDWH.L is categorized as Health & Biotech Equities, while IUSN.DE is Global Equities. XDWH.L tracks MSCI World/Health Care NR USD, while IUSN.DE tracks MSCI World Small Cap. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDWH.L and 0.35% for IUSN.DE.
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