AED.BR vs. IWQU.L
Compare and contrast key facts about Aedifica SA (AED.BR) and iShares MSCI World Quality Factor UCITS (IWQU.L).
IWQU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 3, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AED.BR or IWQU.L.
Correlation
The correlation between AED.BR and IWQU.L is 0.22, 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
AED.BR vs. IWQU.L - Performance Comparison
Key characteristics
AED.BR:
0.62
IWQU.L:
0.44
AED.BR:
1.11
IWQU.L:
0.65
AED.BR:
1.13
IWQU.L:
1.09
AED.BR:
0.32
IWQU.L:
0.39
AED.BR:
2.05
IWQU.L:
1.64
AED.BR:
7.63%
IWQU.L:
3.88%
AED.BR:
22.26%
IWQU.L:
15.39%
AED.BR:
-56.96%
IWQU.L:
-33.05%
AED.BR:
-35.24%
IWQU.L:
-4.79%
Returns By Period
In the year-to-date period, AED.BR achieves a 20.73% return, which is significantly higher than IWQU.L's -0.81% return. Over the past 10 years, AED.BR has underperformed IWQU.L with an annualized return of 7.95%, while IWQU.L has yielded a comparatively higher 9.66% annualized return.
AED.BR
20.73%
11.78%
17.18%
14.00%
-0.93%
7.95%
IWQU.L
-0.81%
10.18%
-3.27%
6.75%
13.57%
9.66%
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Risk-Adjusted Performance
AED.BR vs. IWQU.L — Risk-Adjusted Performance Rank
AED.BR
IWQU.L
AED.BR vs. IWQU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aedifica SA (AED.BR) and iShares MSCI World Quality Factor UCITS (IWQU.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
AED.BR vs. IWQU.L - Dividend Comparison
AED.BR's dividend yield for the trailing twelve months is around 5.55%, while IWQU.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AED.BR Aedifica SA | 5.55% | 6.71% | 5.97% | 4.85% | 1.83% | 4.02% | 6.85% | 6.70% | 2.88% | 2.98% | 6.79% | 3.23% |
IWQU.L iShares MSCI World Quality Factor UCITS | 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
AED.BR vs. IWQU.L - Drawdown Comparison
The maximum AED.BR drawdown since its inception was -56.96%, which is greater than IWQU.L's maximum drawdown of -33.05%. Use the drawdown chart below to compare losses from any high point for AED.BR and IWQU.L. For additional features, visit the drawdowns tool.
Volatility
AED.BR vs. IWQU.L - Volatility Comparison
Aedifica SA (AED.BR) has a higher volatility of 10.13% compared to iShares MSCI World Quality Factor UCITS (IWQU.L) at 7.18%. This indicates that AED.BR's price experiences larger fluctuations and is considered to be riskier than IWQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.