AGED.L vs. SBUY.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and SBUY.L (Invesco Global Buyback Achievers UCITS ETF) are both Global Equities funds - AGED.L tracks the Stoxx Global Ageing Population Net USD Index while SBUY.L tracks the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, AGED.L returned 6.70%/yr vs 10.68%/yr for SBUY.L. A 0.77 correlation means they provide meaningful diversification when combined. AGED.L charges 0.40%/yr vs 0.39%/yr for SBUY.L.
Performance
AGED.L vs. SBUY.L - Performance Comparison
Loading charts...
Different Trading Currencies
AGED.L is traded in USD, while SBUY.L is traded in GBp. To make them comparable, the SBUY.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGED.L achieves a 10.97% return, which is significantly higher than SBUY.L's 8.98% return.
AGED.L
- 1D
- -0.56%
- 1M
- 4.63%
- 6M
- 8.81%
- YTD
- 10.97%
- 1Y
- 24.79%
- 3Y*
- 15.35%
- 5Y*
- 6.70%
- 10Y*
- —
SBUY.L
- 1D
- -0.29%
- 1M
- 2.67%
- 6M
- 6.70%
- YTD
- 8.98%
- 1Y
- 22.25%
- 3Y*
- 19.94%
- 5Y*
- 10.68%
- 10Y*
- 12.51%
AGED.L vs. SBUY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 10.97% | 26.75% | 7.86% | 9.03% | -14.29% | 4.61% | 13.29% | 19.47% | -13.28% | 22.24% |
SBUY.L Invesco Global Buyback Achievers UCITS ETF | 8.98% | 30.78% | 12.73% | 15.23% | -11.50% | 20.26% | 11.75% | 30.39% | -14.45% | 20.88% |
Correlation
The correlation between AGED.L and SBUY.L is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.77 |
The correlation between AGED.L and SBUY.L shifts across timeframes, from 0.64 (1 year) to 0.77 (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. SBUY.L — Risk / Return Rank
AGED.L
SBUY.L
AGED.L vs. SBUY.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 Invesco Global Buyback Achievers UCITS ETF (SBUY.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 | SBUY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.94 | 3.14 | -0.20 |
| Martin ratioReturn relative to average drawdown | 10.69 | 10.55 | +0.14 |
Loading charts...
Drawdowns
AGED.L vs. SBUY.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, roughly equal to the maximum SBUY.L drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for AGED.L and SBUY.L.
Loading charts...
Drawdown Indicators
| AGED.L | SBUY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -42.16% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -7.06% | -1.34% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -16.45% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -27.07% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.71% | — |
Current DrawdownCurrent decline from peak | -1.21% | -0.29% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -8.53% | -13.21% | +4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.10% | +0.21% |
Volatility
AGED.L vs. SBUY.L - Volatility Comparison
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has a higher volatility of 3.66% compared to Invesco Global Buyback Achievers UCITS ETF (SBUY.L) at 2.31%. This indicates that AGED.L's price experiences larger fluctuations and is considered to be riskier than SBUY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGED.L | SBUY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 2.31% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.24% | 8.46% | +3.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 11.36% | +3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 15.78% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 16.57% | +1.17% |
AGED.L vs. SBUY.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than SBUY.L's 0.39% expense ratio.
Dividends
AGED.L vs. SBUY.L - Dividend Comparison
AGED.L has not paid dividends to shareholders, while SBUY.L's dividend yield for the trailing twelve months is around 1.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
SBUY.L Invesco Global Buyback Achievers UCITS ETF | 1.69% | 1.86% | 1.80% | 1.73% | 1.91% | 1.20% | 1.62% | 1.90% | 1.31% | 1.16% | 1.60% | 1.27% |
Frequently Asked Questions
AGED.L and SBUY.L have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SBUY.L is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SBUY.L is cheaper with a 0.39% expense ratio, compared with 0.40% for AGED.L.
AGED.L tracks Stoxx Global Ageing Population Net USD Index, while SBUY.L tracks MSCI ACWI NR USD. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.40% for AGED.L and 0.39% for SBUY.L.
Find the right allocation for AGED.L and SBUY.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