XRS2.DE vs. IUS3.DE
XRS2.DE (Xtrackers Russell 2000 UCITS ETF 1C) and IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) are both Small Cap Blend Equities funds - XRS2.DE tracks the Russell 2000® while IUS3.DE tracks the S&P SmallCap 600 Index. Both are passively managed. Over the past 10 years, XRS2.DE returned 10.10%/yr vs 9.96%/yr for IUS3.DE. With a 0.95 correlation, they move nearly in lockstep. XRS2.DE charges 0.30%/yr vs 0.40%/yr for IUS3.DE.
Performance
XRS2.DE vs. IUS3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XRS2.DE achieves a 22.30% return, which is significantly lower than IUS3.DE's 23.46% return. Both investments have delivered pretty close results over the past 10 years, with XRS2.DE having a 10.10% annualized return and IUS3.DE not far behind at 9.96%.
XRS2.DE
- 1D
- 0.40%
- 1M
- 2.81%
- 6M
- 13.64%
- YTD
- 22.30%
- 1Y
- 40.91%
- 3Y*
- 15.64%
- 5Y*
- 8.06%
- 10Y*
- 10.10%
IUS3.DE
- 1D
- 0.83%
- 1M
- 4.36%
- 6M
- 16.21%
- YTD
- 23.46%
- 1Y
- 38.13%
- 3Y*
- 13.45%
- 5Y*
- 8.16%
- 10Y*
- 9.96%
XRS2.DE vs. IUS3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XRS2.DE Xtrackers Russell 2000 UCITS ETF 1C | 22.30% | 1.29% | 15.81% | 14.81% | -16.50% | 24.61% | 8.18% | 28.79% | -9.05% | 0.53% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 23.46% | -4.35% | 12.84% | 13.50% | -12.46% | 38.71% | 0.11% | 25.84% | -6.51% | -0.88% |
Correlation
The correlation between XRS2.DE and IUS3.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2015 | 0.95 |
The correlation between XRS2.DE and IUS3.DE shifts across timeframes, from 0.76 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XRS2.DE vs. IUS3.DE — Risk / Return Rank
XRS2.DE
IUS3.DE
XRS2.DE vs. IUS3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Russell 2000 UCITS ETF 1C (XRS2.DE) and iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.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.
| XRS2.DE | IUS3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.41 | 6.04 | -1.63 |
| Martin ratioReturn relative to average drawdown | 14.79 | 17.84 | -3.05 |
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Drawdowns
XRS2.DE vs. IUS3.DE - Drawdown Comparison
The maximum XRS2.DE drawdown since its inception was -41.13%, smaller than the maximum IUS3.DE drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for XRS2.DE and IUS3.DE.
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Drawdown Indicators
| XRS2.DE | IUS3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -57.43% | +16.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.23% | -6.28% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -32.77% | -32.89% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -32.77% | -32.89% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.13% | -41.55% | +0.42% |
Current DrawdownCurrent decline from peak | -2.18% | -1.52% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -12.68% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.13% | +0.63% |
Volatility
XRS2.DE vs. IUS3.DE - Volatility Comparison
Xtrackers Russell 2000 UCITS ETF 1C (XRS2.DE) and iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) have volatilities of 4.51% and 4.48%, 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
| XRS2.DE | IUS3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 4.48% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 10.98% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 16.55% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.25% | 20.07% | +1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 21.39% | +0.96% |
XRS2.DE vs. IUS3.DE - Expense Ratio Comparison
XRS2.DE has a 0.30% expense ratio, which is lower than IUS3.DE's 0.40% expense ratio.
Dividends
XRS2.DE vs. IUS3.DE - Dividend Comparison
XRS2.DE has not paid dividends to shareholders, while IUS3.DE's dividend yield for the trailing twelve months is around 1.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 1.00% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
XRS2.DE Xtrackers Russell 2000 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% | 0.00% |
Frequently Asked Questions
XRS2.DE and IUS3.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XRS2.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XRS2.DE is cheaper with a 0.30% expense ratio, compared with 0.40% for IUS3.DE.
XRS2.DE tracks Russell 2000®, while IUS3.DE tracks S&P SmallCap 600 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.30% for XRS2.DE and 0.40% for IUS3.DE.
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