AGED.L vs. MVOL.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and MVOL.L (iShares Edge MSCI World Minimum Volatility UCITS) are both Global Equities funds from iShares - AGED.L tracks the Stoxx Global Ageing Population Net USD Index while MVOL.L tracks the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, AGED.L returned 6.82%/yr vs 4.96%/yr for MVOL.L. A 0.71 correlation means they provide meaningful diversification when combined. AGED.L charges 0.40%/yr vs 0.35%/yr for MVOL.L.
Performance
AGED.L vs. MVOL.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGED.L achieves a 11.60% return, which is significantly higher than MVOL.L's 1.93% return.
AGED.L
- 1D
- 0.38%
- 1M
- 5.74%
- 6M
- 9.20%
- YTD
- 11.60%
- 1Y
- 26.99%
- 3Y*
- 15.90%
- 5Y*
- 6.82%
- 10Y*
- —
MVOL.L
- 1D
- 0.46%
- 1M
- 0.93%
- 6M
- 1.93%
- YTD
- 1.93%
- 1Y
- 4.55%
- 3Y*
- 9.07%
- 5Y*
- 4.96%
- 10Y*
- 6.75%
AGED.L vs. MVOL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 11.60% | 26.75% | 7.86% | 9.03% | -14.29% | 4.61% | 13.29% | 19.47% | -13.28% | 22.24% |
MVOL.L iShares Edge MSCI World Minimum Volatility UCITS | 1.93% | 11.02% | 11.08% | 7.28% | -9.62% | 14.65% | 2.56% | 22.56% | -2.40% | 17.39% |
Correlation
The correlation between AGED.L and MVOL.L is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.71 |
The correlation between AGED.L and MVOL.L shifts across timeframes, from 0.56 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AGED.L vs. MVOL.L — Risk / Return Rank
AGED.L
MVOL.L
AGED.L vs. MVOL.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 Edge MSCI World Minimum Volatility UCITS (MVOL.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 | MVOL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.11 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.20 | 0.78 | +2.42 |
| Martin ratioReturn relative to average drawdown | 11.64 | 1.71 | +9.93 |
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Drawdowns
AGED.L vs. MVOL.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, which is greater than MVOL.L's maximum drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for AGED.L and MVOL.L.
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Drawdown Indicators
| AGED.L | MVOL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -28.82% | -11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -5.78% | -2.62% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -8.15% | -8.23% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -18.52% | -9.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.82% | — |
Current DrawdownCurrent decline from peak | -0.65% | -2.65% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -3.30% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.65% | -0.34% |
Volatility
AGED.L vs. MVOL.L - Volatility Comparison
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has a higher volatility of 3.75% compared to iShares Edge MSCI World Minimum Volatility UCITS (MVOL.L) at 2.84%. This indicates that AGED.L's price experiences larger fluctuations and is considered to be riskier than MVOL.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 | MVOL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 2.84% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 6.04% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 7.84% | +7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 10.67% | +7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 11.62% | +6.12% |
AGED.L vs. MVOL.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than MVOL.L's 0.35% expense ratio.
Dividends
AGED.L vs. MVOL.L - Dividend Comparison
Neither AGED.L nor MVOL.L has paid dividends to shareholders.
Frequently Asked Questions
AGED.L and MVOL.L have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MVOL.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MVOL.L is cheaper with a 0.35% expense ratio, compared with 0.40% for AGED.L.
AGED.L tracks Stoxx Global Ageing Population Net USD Index, while MVOL.L tracks MSCI ACWI NR USD. Their fees differ too: 0.40% for AGED.L and 0.35% for MVOL.L.
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