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ACLT.DE vs. IBCZ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACLT.DE vs. IBCZ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) and iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACLT.DE achieves a -0.20% return, which is significantly higher than IBCZ.DE's -0.89% return.


ACLT.DE

1D
-0.64%
1M
-1.98%
YTD
-0.20%
6M
2.00%
1Y
27.85%
3Y*
12.40%
5Y*
10Y*

IBCZ.DE

1D
-0.03%
1M
-1.58%
YTD
-0.89%
6M
2.99%
1Y
29.33%
3Y*
14.52%
5Y*
9.45%
10Y*
10.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACLT.DE vs. IBCZ.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
ACLT.DE
AXA IM ACT Climate Equity UCITS ETF USD Acc
-0.20%8.42%19.92%14.36%10.19%
IBCZ.DE
iShares Edge MSCI World Multifactor UCITS ETF USD (Acc)
-0.89%12.05%24.09%11.45%1.05%

Correlation

The correlation between ACLT.DE and IBCZ.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.


ACLT.DE vs. IBCZ.DE - Expense Ratio Comparison

ACLT.DE has a 0.70% expense ratio, which is higher than IBCZ.DE's 0.50% expense ratio.


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Return for Risk

ACLT.DE vs. IBCZ.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACLT.DE
ACLT.DE Risk / Return Rank: 4646
Overall Rank
ACLT.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ACLT.DE Sortino Ratio Rank: 3939
Sortino Ratio Rank
ACLT.DE Omega Ratio Rank: 4747
Omega Ratio Rank
ACLT.DE Calmar Ratio Rank: 4949
Calmar Ratio Rank
ACLT.DE Martin Ratio Rank: 5555
Martin Ratio Rank

IBCZ.DE
IBCZ.DE Risk / Return Rank: 8080
Overall Rank
IBCZ.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
IBCZ.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
IBCZ.DE Omega Ratio Rank: 7171
Omega Ratio Rank
IBCZ.DE Calmar Ratio Rank: 9292
Calmar Ratio Rank
IBCZ.DE Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACLT.DE vs. IBCZ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) and iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.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.


ACLT.DEIBCZ.DEDifference

Sharpe ratio

Return per unit of total volatility

1.46

2.09

-0.63

Sortino ratio

Return per unit of downside risk

2.16

3.05

-0.89

Omega ratio

Gain probability vs. loss probability

1.33

1.41

-0.08

Calmar ratio

Return relative to maximum drawdown

2.18

4.92

-2.74

Martin ratio

Return relative to average drawdown

8.94

17.88

-8.94

ACLT.DE vs. IBCZ.DE - Sharpe Ratio Comparison

The current ACLT.DE Sharpe Ratio is 1.46, which is lower than the IBCZ.DE Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of ACLT.DE and IBCZ.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ACLT.DEIBCZ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

2.09

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.61

+0.28

Drawdowns

ACLT.DE vs. IBCZ.DE - Drawdown Comparison

The maximum ACLT.DE drawdown since its inception was -20.54%, smaller than the maximum IBCZ.DE drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ACLT.DE and IBCZ.DE.


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Drawdown Indicators


ACLT.DEIBCZ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-20.54%

-33.99%

+13.45%

Max Drawdown (1Y)

Largest decline over 1 year

-11.07%

-5.29%

-5.78%

Max Drawdown (5Y)

Largest decline over 5 years

-19.98%

Max Drawdown (10Y)

Largest decline over 10 years

-33.99%

Current Drawdown

Current decline from peak

-9.62%

-2.82%

-6.80%

Average Drawdown

Average peak-to-trough decline

-3.21%

-4.59%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

1.45%

+1.25%

Volatility

ACLT.DE vs. IBCZ.DE - Volatility Comparison

AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) has a higher volatility of 13.12% compared to iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE) at 4.30%. This indicates that ACLT.DE's price experiences larger fluctuations and is considered to be riskier than IBCZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACLT.DEIBCZ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.12%

4.30%

+8.82%

Volatility (6M)

Calculated over the trailing 6-month period

15.10%

8.47%

+6.63%

Volatility (1Y)

Calculated over the trailing 1-year period

19.35%

14.32%

+5.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.81%

14.10%

+2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

15.17%

+1.64%

Dividends

ACLT.DE vs. IBCZ.DE - Dividend Comparison

Neither ACLT.DE nor IBCZ.DE has paid dividends to shareholders.


Tickers have no history of dividend payments