AGGU.L vs. WLDS.L
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF) and WLDS.L (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - AGGU.L is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond Index, while WLDS.L is a Small Cap Blend Equities fund tracking the MSCI World Small Cap Inde. Both are passively managed. Over the past 5 years, AGGU.L returned 0.58%/yr vs 7.09%/yr for WLDS.L. At a 0.04 correlation, their price movements are largely independent. AGGU.L charges 0.10%/yr vs 0.35%/yr for WLDS.L.
Performance
AGGU.L vs. WLDS.L - Performance Comparison
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Different Trading Currencies
AGGU.L is traded in USD, while WLDS.L is traded in GBP. To make them comparable, the WLDS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGGU.L achieves a 0.36% return, which is significantly lower than WLDS.L's 14.30% return.
AGGU.L
- 1D
- 0.09%
- 1M
- 0.15%
- YTD
- 0.36%
- 6M
- 0.66%
- 1Y
- 3.26%
- 3Y*
- 4.17%
- 5Y*
- 0.58%
- 10Y*
- —
WLDS.L
- 1D
- 0.74%
- 1M
- 3.36%
- YTD
- 14.30%
- 6M
- 15.80%
- 1Y
- 32.48%
- 3Y*
- 17.99%
- 5Y*
- 7.09%
- 10Y*
- —
AGGU.L vs. WLDS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.36% | 4.72% | 3.45% | 6.71% | -11.53% | -1.81% | 5.15% | 8.16% | 1.80% |
WLDS.L iShares MSCI World Small Cap UCITS ETF | 14.30% | 20.30% | 6.77% | 17.09% | -18.63% | 15.66% | 15.99% | 25.24% | -12.82% |
Correlation
The correlation between AGGU.L and WLDS.L is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2018 | 0.04 |
Over the past year, AGGU.L and WLDS.L have become more correlated (0.39) than their long-term average of 0.04, meaning their price movements have been converging.
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Return for Risk
AGGU.L vs. WLDS.L — Risk / Return Rank
AGGU.L
WLDS.L
AGGU.L vs. WLDS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.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.
| AGGU.L | WLDS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.39 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 3.56 | -2.11 |
| Martin ratioReturn relative to average drawdown | 4.44 | 13.00 | -8.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGGU.L | WLDS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.29 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.39 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.47 | -0.07 |
Drawdowns
AGGU.L vs. WLDS.L - Drawdown Comparison
The maximum AGGU.L drawdown since its inception was -15.55%, smaller than the maximum WLDS.L drawdown of -40.96%. Use the drawdown chart below to compare losses from any high point for AGGU.L and WLDS.L.
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Drawdown Indicators
| AGGU.L | WLDS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | -40.96% | +25.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -9.09% | +6.85% |
Max Drawdown (3Y)Largest decline over 3 years | -3.48% | -20.03% | +16.55% |
Max Drawdown (5Y)Largest decline over 5 years | -15.20% | -30.96% | +15.76% |
Current DrawdownCurrent decline from peak | -1.02% | 0.00% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -8.83% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 2.49% | -1.76% |
Volatility
AGGU.L vs. WLDS.L - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) is 1.26%, while iShares MSCI World Small Cap UCITS ETF (WLDS.L) has a volatility of 4.07%. This indicates that AGGU.L experiences smaller price fluctuations and is considered to be less risky than WLDS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGU.L | WLDS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 4.07% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 10.53% | -7.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 14.09% | -11.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.77% | 17.97% | -13.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 19.38% | -14.95% |
AGGU.L vs. WLDS.L - Expense Ratio Comparison
AGGU.L has a 0.10% expense ratio, which is lower than WLDS.L's 0.35% expense ratio.
Dividends
AGGU.L vs. WLDS.L - Dividend Comparison
Neither AGGU.L nor WLDS.L has paid dividends to shareholders.
Frequently Asked Questions
AGGU.L and WLDS.L have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGU.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGU.L is cheaper with a 0.10% expense ratio, compared with 0.35% for WLDS.L.
AGGU.L is categorized as Global Bonds, while WLDS.L is Small Cap Blend Equities. AGGU.L tracks Bloomberg Global Aggregate Bond Index, while WLDS.L tracks MSCI World Small Cap Inde. Their fees differ too: 0.10% for AGGU.L and 0.35% for WLDS.L.
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