AEGG.L vs. ISAC.L
AEGG.L (iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc)) and ISAC.L (iShares MSCI ACWI UCITS ETF USD (Acc)) are both exchange-traded funds - AEGG.L is a Global Bonds fund tracking the Bloomberg Global Aggregate TR Hdg GBP, while ISAC.L is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 3 years, AEGG.L returned 3.84%/yr vs 18.15%/yr for ISAC.L. At a 0.08 correlation, their price movements are largely independent. AEGG.L charges 0.10%/yr vs 0.20%/yr for ISAC.L.
Performance
AEGG.L vs. ISAC.L - Performance Comparison
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Different Trading Currencies
AEGG.L is traded in GBP, while ISAC.L is traded in USD. To make them comparable, the ISAC.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, AEGG.L achieves a 0.49% return, which is significantly lower than ISAC.L's 11.99% return.
AEGG.L
- 1D
- 0.12%
- 1M
- 0.30%
- YTD
- 0.49%
- 6M
- 0.59%
- 1Y
- 3.19%
- 3Y*
- 3.84%
- 5Y*
- —
- 10Y*
- —
ISAC.L
- 1D
- -0.10%
- 1M
- 5.22%
- YTD
- 11.99%
- 6M
- 12.22%
- 1Y
- 30.05%
- 3Y*
- 18.15%
- 5Y*
- 12.59%
- 10Y*
- 13.47%
AEGG.L vs. ISAC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AEGG.L iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) | 0.49% | 4.36% | 3.07% | 5.65% | -12.74% | -0.69% |
ISAC.L iShares MSCI ACWI UCITS ETF USD (Acc) | 11.99% | 13.64% | 19.87% | 16.44% | -8.43% | -0.98% |
Correlation
The correlation between AEGG.L and ISAC.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2021 | 0.08 |
Over the past year, AEGG.L and ISAC.L have become more correlated (0.30) than their long-term average of 0.08, meaning their price movements have been converging.
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Return for Risk
AEGG.L vs. ISAC.L — Risk / Return Rank
AEGG.L
ISAC.L
AEGG.L vs. ISAC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) (AEGG.L) and iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.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.
| AEGG.L | ISAC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.47 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.33 | 4.35 | -3.02 |
| Martin ratioReturn relative to average drawdown | 3.82 | 16.70 | -12.88 |
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
| AEGG.L | ISAC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.52 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.88 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.86 | -0.91 |
Drawdowns
AEGG.L vs. ISAC.L - Drawdown Comparison
The maximum AEGG.L drawdown since its inception was -15.75%, smaller than the maximum ISAC.L drawdown of -25.84%. Use the drawdown chart below to compare losses from any high point for AEGG.L and ISAC.L.
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Drawdown Indicators
| AEGG.L | ISAC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.75% | -25.84% | +10.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.38% | -6.88% | +4.50% |
Max Drawdown (3Y)Largest decline over 3 years | -3.72% | -18.33% | +14.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.84% | — |
Current DrawdownCurrent decline from peak | -1.36% | -0.36% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -3.56% | -3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 1.80% | -0.97% |
Volatility
AEGG.L vs. ISAC.L - Volatility Comparison
The current volatility for iShares Global Aggregate Bond ESG UCITS ETF GBP Hedged (Acc) (AEGG.L) is 1.42%, while iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L) has a volatility of 3.70%. This indicates that AEGG.L experiences smaller price fluctuations and is considered to be less risky than ISAC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEGG.L | ISAC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 3.70% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.48% | 9.23% | -6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.13% | 11.88% | -8.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.59% | 14.28% | -9.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 15.48% | -10.89% |
AEGG.L vs. ISAC.L - Expense Ratio Comparison
AEGG.L has a 0.10% expense ratio, which is lower than ISAC.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AEGG.L vs. ISAC.L - Dividend Comparison
Neither AEGG.L nor ISAC.L has paid dividends to shareholders.
Frequently Asked Questions
AEGG.L and ISAC.L have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AEGG.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AEGG.L is cheaper with a 0.10% expense ratio, compared with 0.20% for ISAC.L.
AEGG.L is categorized as Global Bonds, while ISAC.L is Global Equities. AEGG.L tracks Bloomberg Global Aggregate TR Hdg GBP, while ISAC.L tracks MSCI ACWI Index. Their fees differ too: 0.10% for AEGG.L and 0.20% for ISAC.L.
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