CPXJ.L vs. IWDA.L
Compare and contrast key facts about iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
CPXJ.L and IWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CPXJ.L is a passively managed fund by iShares that tracks the performance of the MSCI Pacific Ex Japan NR USD. It was launched on Jan 12, 2010. IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009. Both CPXJ.L and IWDA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPXJ.L or IWDA.L.
Correlation
The correlation between CPXJ.L and IWDA.L is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CPXJ.L vs. IWDA.L - Performance Comparison
Key characteristics
CPXJ.L:
0.93
IWDA.L:
1.66
CPXJ.L:
1.40
IWDA.L:
2.28
CPXJ.L:
1.16
IWDA.L:
1.30
CPXJ.L:
1.00
IWDA.L:
2.62
CPXJ.L:
3.37
IWDA.L:
9.93
CPXJ.L:
3.98%
IWDA.L:
1.99%
CPXJ.L:
14.34%
IWDA.L:
11.87%
CPXJ.L:
-38.92%
IWDA.L:
-34.11%
CPXJ.L:
-5.97%
IWDA.L:
-1.14%
Returns By Period
The year-to-date returns for both stocks are quite close, with CPXJ.L having a 2.70% return and IWDA.L slightly lower at 2.67%. Over the past 10 years, CPXJ.L has underperformed IWDA.L with an annualized return of 4.29%, while IWDA.L has yielded a comparatively higher 10.25% annualized return.
CPXJ.L
2.70%
2.47%
10.80%
13.95%
3.73%
4.29%
IWDA.L
2.67%
2.75%
13.88%
20.30%
11.41%
10.25%
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CPXJ.L vs. IWDA.L - Expense Ratio Comparison
Both CPXJ.L and IWDA.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
CPXJ.L vs. IWDA.L — Risk-Adjusted Performance Rank
CPXJ.L
IWDA.L
CPXJ.L vs. IWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.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.
Dividends
CPXJ.L vs. IWDA.L - Dividend Comparison
Neither CPXJ.L nor IWDA.L has paid dividends to shareholders.
Drawdowns
CPXJ.L vs. IWDA.L - Drawdown Comparison
The maximum CPXJ.L drawdown since its inception was -38.92%, 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 CPXJ.L and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
CPXJ.L vs. IWDA.L - Volatility Comparison
iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) have volatilities of 3.97% and 4.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.