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AGED.L vs. HKOD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGED.L vs. HKOD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) and HSBC MSCI KOREA CAPPED UCITS ETF (HKOD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGED.L achieves a 11.02% return, which is significantly lower than HKOD.L's 70.37% return.


AGED.L

1D
-0.14%
1M
5.51%
6M
9.54%
YTD
11.02%
1Y
25.89%
3Y*
15.70%
5Y*
6.71%
10Y*

HKOD.L

1D
-1.67%
1M
-20.60%
6M
52.67%
YTD
70.37%
1Y
138.83%
3Y*
37.85%
5Y*
14.71%
10Y*
14.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGED.L vs. HKOD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGED.L
iShares Ageing Population UCITS ETF USD (Acc)
11.02%26.75%7.86%9.03%-14.29%4.61%13.29%19.47%-13.28%22.24%
HKOD.L
HSBC MSCI KOREA CAPPED UCITS ETF
70.37%99.54%-22.90%19.95%-28.44%-8.49%45.08%10.64%-21.06%45.79%

Correlation

The correlation between AGED.L and HKOD.L is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2016

0.57

Over the past year, the correlation between AGED.L and HKOD.L has dropped to 0.28 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

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Return for Risk

AGED.L vs. HKOD.L — Risk / Return Rank

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

AGED.L
AGED.L Risk / Return Rank: 7070
Overall Rank
AGED.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
AGED.L Sortino Ratio Rank: 6969
Sortino Ratio Rank
AGED.L Omega Ratio Rank: 6464
Omega Ratio Rank
AGED.L Calmar Ratio Rank: 7676
Calmar Ratio Rank
AGED.L Martin Ratio Rank: 7777
Martin Ratio Rank

HKOD.L
HKOD.L Risk / Return Rank: 9292
Overall Rank
HKOD.L Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
HKOD.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
HKOD.L Omega Ratio Rank: 9090
Omega Ratio Rank
HKOD.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
HKOD.L 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.

AGED.L vs. HKOD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) and HSBC MSCI KOREA CAPPED UCITS ETF (HKOD.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AGED.LHKOD.LDifference
Sharpe ratioReturn per unit of total volatility

-1.36

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

1.31

1.45

-0.15

Calmar ratioReturn relative to maximum drawdown

3.12

5.77

-2.65

Martin ratioReturn relative to average drawdown

11.36

17.93

-6.57

AGED.L vs. HKOD.L - Sharpe Ratio Comparison

The current AGED.L Sharpe Ratio is 1.71, which is lower than the HKOD.L Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of AGED.L and HKOD.L, 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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Drawdowns

AGED.L vs. HKOD.L - Drawdown Comparison

The maximum AGED.L drawdown since its inception was -40.12%, smaller than the maximum HKOD.L drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for AGED.L and HKOD.L.


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Drawdown Indicators


AGED.LHKOD.LDifference

Max Drawdown

Largest peak-to-trough decline

-40.12%

-50.54%

+10.42%

Max Drawdown (1Y)

Largest decline over 1 year

-8.40%

-24.00%

+15.60%

Max Drawdown (3Y)

Largest decline over 3 years

-16.38%

-29.48%

+13.10%

Max Drawdown (5Y)

Largest decline over 5 years

-27.68%

-47.65%

+19.97%

Max Drawdown (10Y)

Largest decline over 10 years

-50.54%

Current Drawdown

Current decline from peak

-1.16%

-24.00%

+22.84%

Average Drawdown

Average peak-to-trough decline

-8.54%

-18.79%

+10.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.31%

7.75%

-5.44%

Volatility

AGED.L vs. HKOD.L - Volatility Comparison

The current volatility for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) is 3.77%, while HSBC MSCI KOREA CAPPED UCITS ETF (HKOD.L) has a volatility of 20.20%. This indicates that AGED.L experiences smaller price fluctuations and is considered to be less risky than HKOD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGED.LHKOD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

20.20%

-16.43%

Volatility (6M)

Calculated over the trailing 6-month period

12.23%

41.23%

-29.00%

Volatility (1Y)

Calculated over the trailing 1-year period

15.33%

45.10%

-29.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.78%

29.74%

-11.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.74%

26.96%

-9.22%

AGED.L vs. HKOD.L - Expense Ratio Comparison

AGED.L has a 0.40% expense ratio, which is lower than HKOD.L's 0.50% expense ratio.


Dividends

AGED.L vs. HKOD.L - Dividend Comparison

AGED.L has not paid dividends to shareholders, while HKOD.L's dividend yield for the trailing twelve months is around 0.43%.


PositionTTM202520242023202220212020201920182017
AGED.L
iShares Ageing Population UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HKOD.L
HSBC MSCI KOREA CAPPED UCITS ETF
0.43%0.68%1.54%1.08%0.72%0.61%0.02%0.29%0.56%0.10%

Frequently Asked Questions


AGED.L and HKOD.L have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AGED.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AGED.L is cheaper with a 0.40% expense ratio, compared with 0.50% for HKOD.L.

AGED.L tracks Stoxx Global Ageing Population Net USD Index, while HKOD.L tracks HSBC MSCI KOREA CAPPED UCITS ETF. They also come from different issuers: iShares and HSBC. Their fees differ too: 0.40% for AGED.L and 0.50% for HKOD.L.

Portfolio Optimizer

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