3IN.L vs. SWDA.L
Compare and contrast key facts about 3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3IN.L or SWDA.L.
Key characteristics
| 3IN.L | SWDA.L | |
|---|---|---|
| YTD Return | 8.35% | 12.18% |
| 1Y Return | 14.03% | 17.05% |
| 3Y Return (Ann) | 6.05% | 8.85% |
| 5Y Return (Ann) | 5.67% | 11.08% |
| 10Y Return (Ann) | 12.19% | 12.04% |
| Sharpe Ratio | 0.84 | 1.66 |
| Daily Std Dev | 16.91% | 10.45% |
| Max Drawdown | -41.42% | -25.58% |
| Current Drawdown | -2.29% | -1.18% |
Correlation
The correlation between 3IN.L and SWDA.L is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
3IN.L vs. SWDA.L - Performance Comparison
In the year-to-date period, 3IN.L achieves a 8.35% return, which is significantly lower than SWDA.L's 12.18% return. Both investments have delivered pretty close results over the past 10 years, with 3IN.L having a 12.19% annualized return and SWDA.L not far behind at 12.04%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
3IN.L vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). 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
3IN.L vs. SWDA.L - Dividend Comparison
3IN.L's dividend yield for the trailing twelve months is around 3.48%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3IN.L 3I Infrastructure plc | 3.48% | 3.59% | 3.24% | 2.86% | 3.08% | 3.03% | 19.21% | 2.93% | 3.13% | 11.14% | 3.13% | 4.42% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
3IN.L vs. SWDA.L - Drawdown Comparison
The maximum 3IN.L drawdown since its inception was -41.42%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for 3IN.L and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
3IN.L vs. SWDA.L - Volatility Comparison
3I Infrastructure plc (3IN.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) have volatilities of 4.27% and 4.26%, 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.