AGED.L vs. ISAC.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and ISAC.L (iShares MSCI ACWI UCITS ETF USD (Acc)) are both Global Equities funds from iShares - AGED.L tracks the Stoxx Global Ageing Population Net USD Index while ISAC.L tracks the MSCI All Country World Index (Net). Both are passively managed. Over the past 5 years, AGED.L returned 6.71%/yr vs 11.12%/yr for ISAC.L. Their correlation of 0.85 suggests significant overlap in exposure. AGED.L charges 0.40%/yr vs 0.20%/yr for ISAC.L.
Performance
AGED.L vs. ISAC.L - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with AGED.L having a 11.02% return and ISAC.L slightly higher at 11.18%.
AGED.L
- 1D
- -0.14%
- 1M
- 5.51%
- 6M
- 9.54%
- YTD
- 11.02%
- 1Y
- 25.89%
- 3Y*
- 15.70%
- 5Y*
- 6.71%
- 10Y*
- —
ISAC.L
- 1D
- 0.12%
- 1M
- -0.60%
- 6M
- 9.67%
- YTD
- 11.18%
- 1Y
- 23.73%
- 3Y*
- 19.02%
- 5Y*
- 11.12%
- 10Y*
- 12.44%
AGED.L vs. ISAC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ISAC.L iShares MSCI ACWI UCITS ETF USD (Acc) | 11.18% | 22.36% | 17.81% | 22.57% | -18.16% | 18.85% | 15.66% | 25.75% | -9.73% | 24.40% |
Correlation
The correlation between AGED.L and ISAC.L is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.85 |
The correlation between AGED.L and ISAC.L shifts across timeframes, from 0.66 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGED.L vs. ISAC.L — Risk / Return Rank
AGED.L
ISAC.L
AGED.L vs. ISAC.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 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.
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.L | ISAC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.34 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.70 | +0.43 |
| Martin ratioReturn relative to average drawdown | 11.36 | 10.76 | +0.60 |
Loading charts...
Drawdowns
AGED.L vs. ISAC.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, which is greater than ISAC.L's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for AGED.L and ISAC.L.
Loading charts...
Drawdown Indicators
| AGED.L | ISAC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -33.82% | -6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -8.77% | +0.37% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -16.56% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -26.07% | -1.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | -1.16% | -1.03% | -0.13% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -4.62% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.20% | +0.11% |
Volatility
AGED.L vs. ISAC.L - Volatility Comparison
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has a higher volatility of 3.77% compared to iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L) at 3.18%. This indicates that AGED.L's price experiences larger fluctuations and is considered to be riskier than ISAC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGED.L | ISAC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.18% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 10.57% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 12.88% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 15.65% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 15.82% | +1.92% |
AGED.L vs. ISAC.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than ISAC.L's 0.20% expense ratio.
Dividends
AGED.L vs. ISAC.L - Dividend Comparison
Neither AGED.L nor ISAC.L has paid dividends to shareholders.
Frequently Asked Questions
AGED.L and ISAC.L have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ISAC.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISAC.L is cheaper with a 0.20% expense ratio, compared with 0.40% for AGED.L.
AGED.L tracks Stoxx Global Ageing Population Net USD Index, while ISAC.L tracks MSCI All Country World Index (Net). Their fees differ too: 0.40% for AGED.L and 0.20% for ISAC.L.
Find the right allocation for AGED.L and ISAC.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer