AGED.L vs. IWDA.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both Global Equities funds from iShares - AGED.L tracks the Stoxx Global Ageing Population Net USD Index while IWDA.L tracks the MSCI World Index (Net). Both are passively managed. Over the past 5 years, AGED.L returned 6.71%/yr vs 11.60%/yr for IWDA.L. Their correlation of 0.84 suggests significant overlap in exposure. AGED.L charges 0.40%/yr vs 0.20%/yr for IWDA.L.
Performance
AGED.L vs. IWDA.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGED.L achieves a 11.02% return, which is significantly higher than IWDA.L's 10.17% 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*
- —
IWDA.L
- 1D
- 0.19%
- 1M
- 0.21%
- 6M
- 9.01%
- YTD
- 10.17%
- 1Y
- 22.01%
- 3Y*
- 18.87%
- 5Y*
- 11.60%
- 10Y*
- 12.99%
AGED.L vs. IWDA.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% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 10.17% | 21.03% | 19.11% | 24.27% | -18.11% | 22.19% | 16.06% | 27.13% | -9.01% | 22.75% |
Correlation
The correlation between AGED.L and IWDA.L is 0.68, 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 | 0.68 |
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 | 0.84 |
The correlation between AGED.L and IWDA.L shifts across timeframes, from 0.68 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AGED.L vs. IWDA.L — Risk / Return Rank
AGED.L
IWDA.L
AGED.L vs. IWDA.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 Core MSCI World UCITS ETF USD (Acc) (IWDA.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 | IWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.64 | +0.48 |
| Martin ratioReturn relative to average drawdown | 11.36 | 10.75 | +0.60 |
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Drawdowns
AGED.L vs. IWDA.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, which is greater than IWDA.L's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for AGED.L and IWDA.L.
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Drawdown Indicators
| AGED.L | IWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -34.11% | -6.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -8.31% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -16.94% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -25.88% | -1.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.11% | — |
Current DrawdownCurrent decline from peak | -1.16% | -0.12% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -4.39% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.04% | +0.27% |
Volatility
AGED.L vs. IWDA.L - Volatility Comparison
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has a higher volatility of 3.77% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) at 2.72%. This indicates that AGED.L's price experiences larger fluctuations and is considered to be riskier than IWDA.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.L | IWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 2.72% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 9.80% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 12.26% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 15.73% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 15.78% | +1.96% |
AGED.L vs. IWDA.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than IWDA.L's 0.20% expense ratio.
Dividends
AGED.L vs. IWDA.L - Dividend Comparison
Neither AGED.L nor IWDA.L has paid dividends to shareholders.
Frequently Asked Questions
AGED.L and IWDA.L have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.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 IWDA.L tracks MSCI World Index (Net). Their fees differ too: 0.40% for AGED.L and 0.20% for IWDA.L.
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