ZPRS.DE vs. IUSN.DE
Compare and contrast key facts about SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) and iShares MSCI World Small Cap UCITS ETF (IUSN.DE).
ZPRS.DE and IUSN.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZPRS.DE is a passively managed fund by State Street that tracks the performance of the MSCI World Small Cap. It was launched on Nov 25, 2013. IUSN.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap. It was launched on Mar 27, 2018. Both ZPRS.DE and IUSN.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZPRS.DE or IUSN.DE.
Correlation
The correlation between ZPRS.DE and IUSN.DE is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ZPRS.DE vs. IUSN.DE - Performance Comparison
Key characteristics
ZPRS.DE:
1.15
IUSN.DE:
1.18
ZPRS.DE:
1.69
IUSN.DE:
1.74
ZPRS.DE:
1.22
IUSN.DE:
1.23
ZPRS.DE:
1.64
IUSN.DE:
1.76
ZPRS.DE:
6.12
IUSN.DE:
6.20
ZPRS.DE:
2.73%
IUSN.DE:
2.75%
ZPRS.DE:
14.41%
IUSN.DE:
14.32%
ZPRS.DE:
-40.22%
IUSN.DE:
-40.23%
ZPRS.DE:
-5.35%
IUSN.DE:
-5.23%
Returns By Period
In the year-to-date period, ZPRS.DE achieves a 0.37% return, which is significantly lower than IUSN.DE's 0.73% return.
ZPRS.DE
0.37%
-2.92%
5.04%
16.76%
7.40%
8.58%
IUSN.DE
0.73%
-2.90%
5.09%
16.62%
7.62%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ZPRS.DE vs. IUSN.DE - Expense Ratio Comparison
ZPRS.DE has a 0.45% expense ratio, which is higher than IUSN.DE's 0.35% expense ratio.
Risk-Adjusted Performance
ZPRS.DE vs. IUSN.DE — Risk-Adjusted Performance Rank
ZPRS.DE
IUSN.DE
ZPRS.DE vs. IUSN.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Small Cap UCITS ETF (ZPRS.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.
Dividends
ZPRS.DE vs. IUSN.DE - Dividend Comparison
Neither ZPRS.DE nor IUSN.DE has paid dividends to shareholders.
Drawdowns
ZPRS.DE vs. IUSN.DE - Drawdown Comparison
The maximum ZPRS.DE drawdown since its inception was -40.22%, roughly equal to the maximum IUSN.DE drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for ZPRS.DE and IUSN.DE. For additional features, visit the drawdowns tool.
Volatility
ZPRS.DE vs. IUSN.DE - Volatility Comparison
SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) and iShares MSCI World Small Cap UCITS ETF (IUSN.DE) have volatilities of 4.41% and 4.49%, 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.