ACLT.DE vs. IS3S.DE
ACLT.DE (AXA IM ACT Climate Equity UCITS ETF USD Acc) and IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) are both Global Equities funds - ACLT.DE tracks the AXA IM ACT Climate Equity while IS3S.DE tracks the MSCI World Enhanced Value. Both are passively managed. Over the past 3 years, ACLT.DE returned 16.81%/yr vs 26.82%/yr for IS3S.DE. A 0.80 correlation means they provide meaningful diversification when combined. ACLT.DE charges 0.70%/yr vs 0.30%/yr for IS3S.DE.
Performance
ACLT.DE vs. IS3S.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ACLT.DE achieves a 18.77% return, which is significantly lower than IS3S.DE's 35.27% return.
ACLT.DE
- 1D
- 0.00%
- 1M
- 8.08%
- YTD
- 18.77%
- 6M
- 19.73%
- 1Y
- 31.52%
- 3Y*
- 16.81%
- 5Y*
- —
- 10Y*
- —
IS3S.DE
- 1D
- -0.83%
- 1M
- 12.66%
- YTD
- 35.27%
- 6M
- 38.56%
- 1Y
- 63.43%
- 3Y*
- 26.82%
- 5Y*
- 17.35%
- 10Y*
- 12.60%
ACLT.DE vs. IS3S.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ACLT.DE AXA IM ACT Climate Equity UCITS ETF USD Acc | 18.77% | 8.42% | 19.92% | 14.36% | 10.19% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 35.27% | 25.13% | 11.36% | 15.62% | 5.60% |
Correlation
The correlation between ACLT.DE and IS3S.DE is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.80 |
The correlation between ACLT.DE and IS3S.DE has been stable across timeframes, ranging from 0.80 to 0.81 - a consistent structural relationship.
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Return for Risk
ACLT.DE vs. IS3S.DE — Risk / Return Rank
ACLT.DE
IS3S.DE
ACLT.DE vs. IS3S.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 Value Factor UCITS ETF (IS3S.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.DE | IS3S.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.73 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.83 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 10.36 | -7.48 |
| Martin ratioReturn relative to average drawdown | 10.96 | 39.01 | -28.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACLT.DE | IS3S.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 4.53 | -2.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.68 | +0.49 |
Drawdowns
ACLT.DE vs. IS3S.DE - Drawdown Comparison
The maximum ACLT.DE drawdown since its inception was -20.54%, smaller than the maximum IS3S.DE drawdown of -35.18%. Use the drawdown chart below to compare losses from any high point for ACLT.DE and IS3S.DE.
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Drawdown Indicators
| ACLT.DE | IS3S.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.54% | -35.18% | +14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -6.09% | -4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -20.54% | -17.80% | -2.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.80% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.18% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.83% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -5.82% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.62% | +1.29% |
Volatility
ACLT.DE vs. IS3S.DE - Volatility Comparison
The current volatility for AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) is 4.52%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 5.62%. This indicates that ACLT.DE experiences smaller price fluctuations and is considered to be less risky than IS3S.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.DE | IS3S.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 5.62% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 15.32% | 11.32% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.73% | 13.93% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 13.85% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 15.76% | +1.01% |
ACLT.DE vs. IS3S.DE - Expense Ratio Comparison
ACLT.DE has a 0.70% expense ratio, which is higher than IS3S.DE's 0.30% expense ratio.
Dividends
ACLT.DE vs. IS3S.DE - Dividend Comparison
Neither ACLT.DE nor IS3S.DE has paid dividends to shareholders.
Frequently Asked Questions
ACLT.DE and IS3S.DE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3S.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3S.DE is cheaper with a 0.30% expense ratio, compared with 0.70% for ACLT.DE.
ACLT.DE tracks AXA IM ACT Climate Equity, while IS3S.DE tracks MSCI World Enhanced Value. They also come from different issuers: AXA IM and iShares. Their fees differ too: 0.70% for ACLT.DE and 0.30% for IS3S.DE.
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