EXV6.DE vs. SWDA.L
EXV6.DE (iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)) and SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both exchange-traded funds - EXV6.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Basic Resources, while SWDA.L is a Global Equities fund tracking the MSCI World Index. Both are passively managed. Over the past 10 years, EXV6.DE returned 13.41%/yr vs 12.39%/yr for SWDA.L. A 0.53 correlation means they provide meaningful diversification when combined. EXV6.DE charges 0.46%/yr vs 0.20%/yr for SWDA.L.
Performance
EXV6.DE vs. SWDA.L - Performance Comparison
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Different Trading Currencies
EXV6.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
In the year-to-date period, EXV6.DE achieves a 13.67% return, which is significantly higher than SWDA.L's 12.30% return. Over the past 10 years, EXV6.DE has outperformed SWDA.L with an annualized return of 13.41%, while SWDA.L has yielded a comparatively lower 12.39% annualized return.
EXV6.DE
- 1D
- -0.90%
- 1M
- -7.75%
- 6M
- 4.86%
- YTD
- 13.67%
- 1Y
- 55.84%
- 3Y*
- 14.31%
- 5Y*
- 9.15%
- 10Y*
- 13.41%
- ALL TIME*
- 4.47%
SWDA.L
- 1D
- 0.34%
- 1M
- 0.36%
- 6M
- 10.84%
- YTD
- 12.30%
- 1Y
- 22.59%
- 3Y*
- 17.29%
- 5Y*
- 12.10%
- 10Y*
- 12.39%
- ALL TIME*
- 9.58%
EXV6.DE vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 13.67% | 33.18% | -8.72% | -2.31% | 9.36% | 26.74% | 12.82% | 22.32% | -13.59% | 22.50% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 12.30% | 6.76% | 26.95% | 20.08% | -13.06% | 31.68% | 6.15% | 30.86% | -4.97% | 7.38% |
Correlation
The correlation between EXV6.DE and SWDA.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.53 |
The correlation between EXV6.DE and SWDA.L shifts across timeframes, from 0.43 (3 years) to 0.53 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXV6.DE vs. SWDA.L — Risk / Return Rank
EXV6.DE
SWDA.L
EXV6.DE vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.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.
| EXV6.DE | SWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 3.44 | -0.42 |
| Martin ratioReturn relative to average drawdown | 9.30 | 13.93 | -4.63 |
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Drawdowns
EXV6.DE vs. SWDA.L - Drawdown Comparison
The maximum EXV6.DE drawdown since its inception was -73.84%, 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 EXV6.DE and SWDA.L.
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Drawdown Indicators
| EXV6.DE | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.84% | -41.36% | -32.48% |
Max Drawdown (1Y)Largest decline over 1 year | -18.40% | -6.53% | -11.87% |
Max Drawdown (3Y)Largest decline over 3 years | -33.37% | -20.55% | -12.82% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -20.55% | -16.71% |
Max Drawdown (10Y)Largest decline over 10 years | -45.38% | -33.00% | -12.38% |
Current DrawdownCurrent decline from peak | -16.27% | -0.94% | -15.33% |
Average DrawdownAverage peak-to-trough decline | -31.23% | -8.72% | -22.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.98% | 1.62% | +4.36% |
Volatility
EXV6.DE vs. SWDA.L - Volatility Comparison
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a higher volatility of 8.93% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.75%. This indicates that EXV6.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
| EXV6.DE | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.93% | 2.75% | +6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 23.93% | 7.85% | +16.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 10.96% | +16.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.44% | 14.05% | +12.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.22% | 15.19% | +12.03% |
EXV6.DE vs. SWDA.L - Expense Ratio Comparison
EXV6.DE has a 0.46% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Dividends
EXV6.DE vs. SWDA.L - Dividend Comparison
EXV6.DE's dividend yield for the trailing twelve months is around 1.81%, while SWDA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 1.81% | 1.95% | 3.23% | 3.57% | 6.02% | 5.15% | 2.86% | 5.56% | 2.93% | 2.14% | 1.80% | 5.20% |
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
EXV6.DE and SWDA.L have a correlation of 0.48, 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 0.46% for EXV6.DE.
EXV6.DE is categorized as Industrials Equities, while SWDA.L is Global Equities. EXV6.DE tracks STOXX® Europe 600 Basic Resources, while SWDA.L tracks MSCI World Index. Their fees differ too: 0.46% for EXV6.DE and 0.20% for SWDA.L.
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