AD.AS vs. URTH
Compare and contrast key facts about Koninklijke Ahold Delhaize N.V. (AD.AS) and iShares MSCI World ETF (URTH).
URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AD.AS or URTH.
Key characteristics
| AD.AS | URTH | |
|---|---|---|
| YTD Return | 10.64% | 5.31% |
| 1Y Return | -6.81% | 20.99% |
| 3Y Return (Ann) | 11.47% | 5.81% |
| 5Y Return (Ann) | 9.38% | 10.72% |
| 10Y Return (Ann) | 10.82% | 9.09% |
| Sharpe Ratio | -0.39 | 1.78 |
| Daily Std Dev | 16.70% | 11.48% |
| Max Drawdown | -93.12% | -34.01% |
| Current Drawdown | -8.07% | -3.33% |
Correlation
The correlation between AD.AS and URTH is 0.25, 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
AD.AS vs. URTH - Performance Comparison
In the year-to-date period, AD.AS achieves a 10.64% return, which is significantly higher than URTH's 5.31% return. Over the past 10 years, AD.AS has outperformed URTH with an annualized return of 10.82%, while URTH has yielded a comparatively lower 9.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AD.AS vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Koninklijke Ahold Delhaize N.V. (AD.AS) and iShares MSCI World ETF (URTH). 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
AD.AS vs. URTH - Dividend Comparison
AD.AS's dividend yield for the trailing twelve months is around 3.91%, more than URTH's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD.AS Koninklijke Ahold Delhaize N.V. | 3.91% | 4.15% | 3.65% | 2.75% | 4.15% | 4.49% | 2.85% | 3.11% | 8.82% | 2.46% | 10.91% | 3.37% |
URTH iShares MSCI World ETF | 1.61% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% | 2.31% | 1.04% |
Drawdowns
AD.AS vs. URTH - Drawdown Comparison
The maximum AD.AS drawdown since its inception was -93.12%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for AD.AS and URTH. For additional features, visit the drawdowns tool.
Volatility
AD.AS vs. URTH - Volatility Comparison
The current volatility for Koninklijke Ahold Delhaize N.V. (AD.AS) is 3.64%, while iShares MSCI World ETF (URTH) has a volatility of 3.87%. This indicates that AD.AS experiences smaller price fluctuations and is considered to be less risky than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.