CORE.AX vs. IAA.AX
CORE.AX (Schroder Global Core Fund - Active ETF) and IAA.AX (iShares Asia 50 ETF (AU)) are both Global Equities funds. CORE.AX is actively managed, while IAA.AX is passively managed. Over the past year, CORE.AX returned 15.14% vs 61.40% for IAA.AX. At a 0.36 correlation, their price movements are largely independent.
Performance
CORE.AX vs. IAA.AX - Performance Comparison
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Returns By Period
In the year-to-date period, CORE.AX achieves a 4.95% return, which is significantly lower than IAA.AX's 35.14% return.
CORE.AX
- 1D
- -0.25%
- 1M
- 0.93%
- 6M
- 4.67%
- YTD
- 4.95%
- 1Y
- 15.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IAA.AX
- 1D
- -2.18%
- 1M
- -4.08%
- 6M
- 25.27%
- YTD
- 35.14%
- 1Y
- 61.40%
- 3Y*
- 31.17%
- 5Y*
- 12.29%
- 10Y*
- 14.57%
CORE.AX vs. IAA.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 4.95% | 12.78% |
IAA.AX iShares Asia 50 ETF (AU) | 35.14% | 28.81% |
Correlation
The correlation between CORE.AX and IAA.AX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.36 |
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Return for Risk
CORE.AX vs. IAA.AX — Risk / Return Rank
CORE.AX
IAA.AX
CORE.AX vs. IAA.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schroder Global Core Fund - Active ETF (CORE.AX) and iShares Asia 50 ETF (AU) (IAA.AX). 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.
| CORE.AX | IAA.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 4.70 | -3.01 |
| Martin ratioReturn relative to average drawdown | 4.54 | 14.14 | -9.61 |
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Drawdowns
CORE.AX vs. IAA.AX - Drawdown Comparison
The maximum CORE.AX drawdown since its inception was -10.20%, smaller than the maximum IAA.AX drawdown of -44.90%. Use the drawdown chart below to compare losses from any high point for CORE.AX and IAA.AX.
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Drawdown Indicators
| CORE.AX | IAA.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.20% | -44.90% | +34.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.20% | -12.04% | +1.84% |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.55% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.25% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.90% | — |
Current DrawdownCurrent decline from peak | -1.34% | -8.78% | +7.44% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -10.35% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.08% | — |
Volatility
CORE.AX vs. IAA.AX - Volatility Comparison
The current volatility for Schroder Global Core Fund - Active ETF (CORE.AX) is 2.12%, while iShares Asia 50 ETF (AU) (IAA.AX) has a volatility of 13.74%. This indicates that CORE.AX experiences smaller price fluctuations and is considered to be less risky than IAA.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CORE.AX | IAA.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 13.74% | -11.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 23.51% | -16.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.44% | 25.84% | -13.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 22.05% | -9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.50% | 19.33% | -6.83% |
Dividends
CORE.AX vs. IAA.AX - Dividend Comparison
CORE.AX's dividend yield for the trailing twelve months is around 0.68%, less than IAA.AX's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.68% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IAA.AX iShares Asia 50 ETF (AU) | 1.00% | 2.16% | 0.44% | 1.36% | 3.40% | 1.68% | 1.18% | 4.31% | 0.48% | 1.28% | 1.78% |
Frequently Asked Questions
CORE.AX and IAA.AX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Schroder and iShares.
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