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FCSG.L vs. FWRA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCSG.L vs. FWRA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation (FCSG.L) and Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L). The values are adjusted to include any dividend payments, if applicable.

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FCSG.L vs. FWRA.L - Yearly Performance Comparison


Different Trading Currencies

FCSG.L is traded in GBp, while FWRA.L is traded in USD. To make them comparable, the FWRA.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, FCSG.L achieves a -3.29% return, which is significantly lower than FWRA.L's 0.11% return.


FCSG.L

1D
0.56%
1M
-5.79%
YTD
-3.29%
6M
-2.44%
1Y
-1.50%
3Y*
6.47%
5Y*
6.52%
10Y*

FWRA.L

1D
2.76%
1M
-2.99%
YTD
0.11%
6M
3.73%
1Y
18.90%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCSG.L vs. FWRA.L - Expense Ratio Comparison

FCSG.L has a 0.75% expense ratio, which is higher than FWRA.L's 0.15% expense ratio.


Return for Risk

FCSG.L vs. FWRA.L — Risk / Return Rank

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

FCSG.L
FCSG.L Risk / Return Rank: 88
Overall Rank
FCSG.L Sharpe Ratio Rank: 99
Sharpe Ratio Rank
FCSG.L Sortino Ratio Rank: 88
Sortino Ratio Rank
FCSG.L Omega Ratio Rank: 88
Omega Ratio Rank
FCSG.L Calmar Ratio Rank: 99
Calmar Ratio Rank
FCSG.L Martin Ratio Rank: 88
Martin Ratio Rank

FWRA.L
FWRA.L Risk / Return Rank: 8282
Overall Rank
FWRA.L Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FWRA.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
FWRA.L Omega Ratio Rank: 7474
Omega Ratio Rank
FWRA.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
FWRA.L Martin Ratio Rank: 9595
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.

FCSG.L vs. FWRA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation (FCSG.L) and Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.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.


FCSG.LFWRA.LDifference

Sharpe ratio

Return per unit of total volatility

-0.13

1.28

-1.42

Sortino ratio

Return per unit of downside risk

-0.10

1.79

-1.90

Omega ratio

Gain probability vs. loss probability

0.99

1.26

-0.28

Calmar ratio

Return relative to maximum drawdown

-0.17

4.01

-4.18

Martin ratio

Return relative to average drawdown

-0.53

15.59

-16.12

FCSG.L vs. FWRA.L - Sharpe Ratio Comparison

The current FCSG.L Sharpe Ratio is -0.13, which is lower than the FWRA.L Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of FCSG.L and FWRA.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCSG.LFWRA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.13

1.28

-1.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

1.17

-0.51

Correlation

The correlation between FCSG.L and FWRA.L is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FCSG.L vs. FWRA.L - Dividend Comparison

Neither FCSG.L nor FWRA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

FCSG.L vs. FWRA.L - Drawdown Comparison

The maximum FCSG.L drawdown since its inception was -11.39%, smaller than the maximum FWRA.L drawdown of -17.86%. Use the drawdown chart below to compare losses from any high point for FCSG.L and FWRA.L.


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Drawdown Indicators


FCSG.LFWRA.LDifference

Max Drawdown

Largest peak-to-trough decline

-11.39%

-16.60%

+5.21%

Max Drawdown (1Y)

Largest decline over 1 year

-7.80%

-11.62%

+3.82%

Max Drawdown (5Y)

Largest decline over 5 years

-11.39%

Current Drawdown

Current decline from peak

-6.49%

-5.59%

-0.90%

Average Drawdown

Average peak-to-trough decline

-2.56%

-1.98%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

1.98%

+0.57%

Volatility

FCSG.L vs. FWRA.L - Volatility Comparison

The current volatility for First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation (FCSG.L) is 3.47%, while Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L) has a volatility of 5.69%. This indicates that FCSG.L experiences smaller price fluctuations and is considered to be less risky than FWRA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCSG.LFWRA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

5.69%

-2.22%

Volatility (6M)

Calculated over the trailing 6-month period

6.74%

9.22%

-2.48%

Volatility (1Y)

Calculated over the trailing 1-year period

11.31%

14.57%

-3.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.73%

12.90%

-2.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.73%

12.90%

-2.17%