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

Performance

FWRA.L vs. ICLU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L) and Invesco USD AAA CLO UCITS ETF Acc (ICLU.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FWRA.L achieves a 11.59% return, which is significantly higher than ICLU.L's 2.18% return.


FWRA.L

1D
-0.13%
1M
4.28%
YTD
11.59%
6M
13.01%
1Y
28.82%
3Y*
5Y*
10Y*

ICLU.L

1D
0.01%
1M
0.45%
YTD
2.18%
6M
2.53%
1Y
5.17%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


Correlation

The correlation between FWRA.L and ICLU.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.02

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2025

0.05

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Return for Risk

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

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

FWRA.L
FWRA.L Risk / Return Rank: 7373
Overall Rank
FWRA.L Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FWRA.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
FWRA.L Omega Ratio Rank: 7373
Omega Ratio Rank
FWRA.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
FWRA.L Martin Ratio Rank: 7474
Martin Ratio Rank

ICLU.L
ICLU.L Risk / Return Rank: 9797
Overall Rank
ICLU.L Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
ICLU.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
ICLU.L Omega Ratio Rank: 9898
Omega Ratio Rank
ICLU.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
ICLU.L Martin Ratio Rank: 9696
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.

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

This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L) and Invesco USD AAA CLO UCITS ETF Acc (ICLU.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.


FWRA.LICLU.LDifference
Sharpe ratioReturn per unit of total volatility

-1.80

Sortino ratioReturn per unit of downside risk

-2.71

Omega ratioGain probability vs. loss probability

1.43

2.23

-0.80

Calmar ratioReturn relative to maximum drawdown

3.27

8.20

-4.93

Martin ratioReturn relative to average drawdown

13.70

38.46

-24.76

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

The current FWRA.L Sharpe Ratio is 2.32, which is lower than the ICLU.L Sharpe Ratio of 4.12. The chart below compares the historical Sharpe Ratios of FWRA.L and ICLU.L, 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


FWRA.LICLU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.32

4.12

-1.80

Sharpe Ratio (All Time)

Calculated using the full available price history

1.56

3.37

-1.80

Drawdowns

FWRA.L vs. ICLU.L - Drawdown Comparison

The maximum FWRA.L drawdown since its inception was -16.60%, which is greater than ICLU.L's maximum drawdown of -0.91%. Use the drawdown chart below to compare losses from any high point for FWRA.L and ICLU.L.


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Drawdown Indicators


FWRA.LICLU.LDifference

Max Drawdown

Largest peak-to-trough decline

-16.60%

-0.91%

-15.69%

Max Drawdown (1Y)

Largest decline over 1 year

-8.74%

-0.63%

-8.11%

Current Drawdown

Current decline from peak

-0.77%

0.00%

-0.77%

Average Drawdown

Average peak-to-trough decline

-1.93%

-0.08%

-1.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

0.13%

+1.96%

Volatility

FWRA.L vs. ICLU.L - Volatility Comparison

Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L) has a higher volatility of 3.80% compared to Invesco USD AAA CLO UCITS ETF Acc (ICLU.L) at 0.19%. This indicates that FWRA.L's price experiences larger fluctuations and is considered to be riskier than ICLU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FWRA.LICLU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.80%

0.19%

+3.61%

Volatility (6M)

Calculated over the trailing 6-month period

9.86%

0.82%

+9.04%

Volatility (1Y)

Calculated over the trailing 1-year period

12.32%

1.26%

+11.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.52%

1.46%

+12.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.52%

1.46%

+12.06%

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

FWRA.L has a 0.15% expense ratio, which is lower than ICLU.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

FWRA.L vs. ICLU.L - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


FWRA.L and ICLU.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FWRA.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FWRA.L is cheaper with a 0.15% expense ratio, compared with 0.25% for ICLU.L.

FWRA.L is categorized as Global Equities, while ICLU.L is CLO. Their fees differ too: 0.15% for FWRA.L and 0.25% for ICLU.L.

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