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EWSP.L vs. ALC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EWSP.L vs. ALC - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) and Alcon Inc. (ALC). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EWSP.L is traded in GBP, while ALC is traded in USD. To make them comparable, the ALC values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, EWSP.L achieves a 9.60% return, which is significantly higher than ALC's -14.24% return.


EWSP.L

1D
0.41%
1M
4.78%
YTD
9.60%
6M
10.10%
1Y
21.05%
3Y*
12.30%
5Y*
10Y*

ALC

1D
3.67%
1M
-9.20%
YTD
-14.24%
6M
-15.38%
1Y
-20.92%
3Y*
-7.38%
5Y*
0.56%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWSP.L vs. ALC - Yearly Performance Comparison


2026 (YTD)2025202420232022
EWSP.L
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)
9.60%3.96%14.13%7.72%-1.67%
ALC
Alcon Inc.
-14.24%-13.16%10.93%8.61%-11.51%

Correlation

The correlation between EWSP.L and ALC is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2022

0.30

The correlation between EWSP.L and ALC shifts across timeframes, from 0.25 (3 years) to 0.36 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

EWSP.L vs. ALC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EWSP.L
EWSP.L Risk / Return Rank: 6767
Overall Rank
EWSP.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
EWSP.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
EWSP.L Omega Ratio Rank: 6565
Omega Ratio Rank
EWSP.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
EWSP.L Martin Ratio Rank: 6565
Martin Ratio Rank

ALC
ALC Risk / Return Rank: 1212
Overall Rank
ALC Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ALC Sortino Ratio Rank: 1313
Sortino Ratio Rank
ALC Omega Ratio Rank: 1212
Omega Ratio Rank
ALC Calmar Ratio Rank: 1717
Calmar Ratio Rank
ALC Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EWSP.L vs. ALC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) and Alcon Inc. (ALC). 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.


EWSP.LALCDifference
Sharpe ratioReturn per unit of total volatility

+2.92

Sortino ratioReturn per unit of downside risk

+3.88

Omega ratioGain probability vs. loss probability

1.39

0.88

+0.51

Calmar ratioReturn relative to maximum drawdown

3.69

-0.64

+4.33

Martin ratioReturn relative to average drawdown

11.84

-1.36

+13.21

EWSP.L vs. ALC - Sharpe Ratio Comparison

The current EWSP.L Sharpe Ratio is 2.16, which is higher than the ALC Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of EWSP.L and ALC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EWSP.LALCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

-0.77

+2.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.07

+0.59

Drawdowns

EWSP.L vs. ALC - Drawdown Comparison

The maximum EWSP.L drawdown since its inception was -19.59%, smaller than the maximum ALC drawdown of -39.55%. Use the drawdown chart below to compare losses from any high point for EWSP.L and ALC.


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Drawdown Indicators


EWSP.LALCDifference

Max Drawdown

Largest peak-to-trough decline

-19.59%

-39.55%

+19.96%

Max Drawdown (1Y)

Largest decline over 1 year

-5.68%

-32.72%

+27.04%

Max Drawdown (3Y)

Largest decline over 3 years

-19.59%

-39.55%

+19.96%

Max Drawdown (5Y)

Largest decline over 5 years

-39.55%

Current Drawdown

Current decline from peak

0.00%

-34.20%

+34.20%

Average Drawdown

Average peak-to-trough decline

-4.68%

-10.32%

+5.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

15.37%

-13.60%

Volatility

EWSP.L vs. ALC - Volatility Comparison

The current volatility for iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) is 1.96%, while Alcon Inc. (ALC) has a volatility of 15.16%. This indicates that EWSP.L experiences smaller price fluctuations and is considered to be less risky than ALC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EWSP.LALCDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.96%

15.16%

-13.20%

Volatility (6M)

Calculated over the trailing 6-month period

6.50%

20.89%

-14.39%

Volatility (1Y)

Calculated over the trailing 1-year period

9.72%

27.42%

-17.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.22%

25.10%

-11.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.22%

26.74%

-13.52%

Dividends

EWSP.L vs. ALC - Dividend Comparison

EWSP.L has not paid dividends to shareholders, while ALC's dividend yield for the trailing twelve months is around 1.21%.


PositionTTM20252024202320222021
ALC
Alcon Inc.
1.21%0.84%0.31%0.30%0.30%0.13%
EWSP.L
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EWSP.L and ALC have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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