EXI2.DE vs. SWDA.L
EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) and SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both Global Equities funds from iShares - EXI2.DE tracks the Dow Jones Global Titans 50 while SWDA.L tracks the MSCI World Index. Both are passively managed. Over the past 10 years, EXI2.DE returned 15.89%/yr vs 12.81%/yr for SWDA.L. Their correlation of 0.82 suggests significant overlap in exposure. EXI2.DE charges 0.51%/yr vs 0.20%/yr for SWDA.L.
Performance
EXI2.DE vs. SWDA.L - Performance Comparison
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Different Trading Currencies
EXI2.DE is traded in EUR, while SWDA.L is traded in GBp. To make them comparable, the SWDA.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
The year-to-date returns for both stocks are quite close, with EXI2.DE having a 8.63% return and SWDA.L slightly lower at 8.47%. Over the past 10 years, EXI2.DE has outperformed SWDA.L with an annualized return of 15.89%, while SWDA.L has yielded a comparatively lower 12.81% annualized return.
EXI2.DE
- 1D
- 1.21%
- 1M
- -0.40%
- YTD
- 8.63%
- 6M
- 10.46%
- 1Y
- 28.38%
- 3Y*
- 21.26%
- 5Y*
- 15.98%
- 10Y*
- 15.89%
SWDA.L
- 1D
- 0.00%
- 1M
- 0.50%
- YTD
- 8.47%
- 6M
- 9.63%
- 1Y
- 21.46%
- 3Y*
- 16.16%
- 5Y*
- 12.15%
- 10Y*
- 12.81%
EXI2.DE vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 8.63% | 10.38% | 38.84% | 33.44% | -21.87% | 36.20% | 10.64% | 35.14% | -0.86% | 6.38% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 10.01% | 6.76% | 26.95% | 20.08% | -13.06% | 31.68% | 6.15% | 30.86% | -4.97% | 7.38% |
Correlation
The correlation between EXI2.DE and SWDA.L is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.82 |
The correlation between EXI2.DE and SWDA.L has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
EXI2.DE vs. SWDA.L — Risk / Return Rank
EXI2.DE
SWDA.L
EXI2.DE vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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.
| EXI2.DE | SWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | 3.27 | +0.16 |
| Martin ratioReturn relative to average drawdown | 12.38 | 13.21 | -0.83 |
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Drawdowns
EXI2.DE vs. SWDA.L - Drawdown Comparison
The maximum EXI2.DE drawdown since its inception was -50.46%, which is greater than SWDA.L's maximum drawdown of -41.36%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and SWDA.L.
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Drawdown Indicators
| EXI2.DE | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.46% | -41.36% | -9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -6.53% | -1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -24.75% | -20.55% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -20.55% | -4.20% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | -33.00% | +2.99% |
Current DrawdownCurrent decline from peak | -4.28% | -2.61% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -8.78% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.62% | +0.67% |
Volatility
EXI2.DE vs. SWDA.L - Volatility Comparison
iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a higher volatility of 3.51% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.47%. This indicates that EXI2.DE's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXI2.DE | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 2.47% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 7.74% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.69% | 11.00% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.62% | 14.09% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.56% | 15.24% | +1.32% |
EXI2.DE vs. SWDA.L - Expense Ratio Comparison
EXI2.DE has a 0.51% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Dividends
EXI2.DE vs. SWDA.L - Dividend Comparison
EXI2.DE's dividend yield for the trailing twelve months is around 0.34%, while SWDA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.34% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
SWDA.L iShares Core MSCI World 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% |
Frequently Asked Questions
EXI2.DE and SWDA.L have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SWDA.L is cheaper with a 0.20% expense ratio, compared with 0.51% for EXI2.DE.
EXI2.DE tracks Dow Jones Global Titans 50, while SWDA.L tracks MSCI World Index. Their fees differ too: 0.51% for EXI2.DE and 0.20% for SWDA.L.
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