iShares MSCI World Quality Factor UCITS (IWQU.L)
IWQU.L is a passive ETF by iShares tracking the investment results of the MSCI ACWI NR USD. IWQU.L launched on Oct 3, 2014 and has a 0.30% expense ratio.
ETF Info
IE00BP3QZ601
Oct 3, 2014
1x
MSCI ACWI NR USD
Expense Ratio
IWQU.L has an expense ratio of 0.30%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
iShares MSCI World Quality Factor UCITS (IWQU.L) returned 0.42% year-to-date (YTD) and 5.63% over the past 12 months. Over the past 10 years, IWQU.L returned 9.71% annually, underperforming the S&P 500 benchmark at 10.68%.
IWQU.L
0.42%
5.56%
-1.12%
5.63%
14.09%
13.31%
9.71%
^GSPC (Benchmark)
-1.34%
7.94%
-2.79%
10.16%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of IWQU.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.34% | -1.96% | -4.60% | 0.25% | 3.64% | 0.42% | |||||||
| 2024 | 1.61% | 5.40% | 2.98% | -3.93% | 5.40% | 2.20% | 0.51% | 3.75% | 0.51% | -2.06% | 3.46% | -3.16% | 17.38% |
| 2023 | 5.47% | -2.05% | 3.93% | 1.54% | -0.32% | 5.86% | 3.29% | -1.29% | -4.77% | -1.55% | 8.89% | 4.93% | 25.66% |
| 2022 | -7.57% | -2.19% | 4.02% | -7.19% | -2.86% | -8.34% | 7.01% | -3.75% | -8.11% | 5.17% | 6.38% | -1.87% | -19.26% |
| 2021 | -1.61% | 2.63% | 3.78% | 4.93% | 2.02% | 1.72% | 3.06% | 2.72% | -5.70% | 6.36% | -1.24% | 3.38% | 23.70% |
| 2020 | 0.44% | -9.84% | -8.34% | 8.21% | 3.69% | 1.70% | 3.83% | 7.48% | -2.65% | -3.25% | 10.87% | 4.15% | 14.95% |
| 2019 | 6.76% | 4.94% | 1.66% | 3.02% | -5.17% | 6.30% | 1.35% | -3.04% | 2.00% | 2.73% | 3.34% | 3.01% | 29.64% |
| 2018 | 3.56% | -2.68% | -2.06% | 1.33% | 1.18% | -0.42% | 2.72% | 1.66% | 0.53% | -6.87% | 0.12% | -6.27% | -7.53% |
| 2017 | 0.99% | 4.02% | 1.29% | 1.46% | 2.74% | -0.00% | 1.37% | -0.06% | 2.57% | 2.22% | 2.66% | 2.18% | 23.57% |
| 2016 | -6.20% | 1.69% | 6.20% | 1.49% | -0.55% | -0.92% | 2.89% | 0.34% | 0.34% | -2.97% | 1.69% | 1.22% | 4.82% |
| 2015 | 0.33% | 3.34% | -1.28% | 2.58% | 0.39% | -2.14% | 1.61% | -6.27% | -3.80% | 9.85% | -0.11% | -1.62% | 2.01% |
| 2014 | 5.56% | 1.73% | -0.95% | 6.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWQU.L is 41, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI World Quality Factor UCITS (IWQU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI World Quality Factor UCITS. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI World Quality Factor UCITS was 33.05%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current iShares MSCI World Quality Factor UCITS drawdown is 3.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.05% | Feb 18, 2020 | 25 | Mar 23, 2020 | 106 | Aug 24, 2020 | 131 |
| -27.7% | Dec 31, 2021 | 196 | Oct 12, 2022 | 300 | Dec 19, 2023 | 496 |
| -16.3% | Sep 24, 2018 | 66 | Dec 24, 2018 | 58 | Mar 19, 2019 | 124 |
| -16.09% | Dec 9, 2024 | 83 | Apr 7, 2025 | — | — | — |
| -12.34% | May 27, 2015 | 69 | Feb 10, 2016 | 67 | Jul 20, 2016 | 136 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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