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GBHY.L vs. FTWG.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GBHY.L vs. FTWG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF Dist (GBHY.L) and Invesco FTSE All-World UCITS ETF USD Dist (FTWG.L). The values are adjusted to include any dividend payments, if applicable.

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GBHY.L vs. FTWG.L - Yearly Performance Comparison


Different Trading Currencies

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

Returns By Period

In the year-to-date period, GBHY.L achieves a -0.72% return, which is significantly higher than FTWG.L's -1.63% return.


GBHY.L

1D
0.07%
1M
-0.60%
YTD
-0.72%
6M
0.55%
1Y
7.31%
3Y*
7.87%
5Y*
10Y*

FTWG.L

1D
0.00%
1M
-2.22%
YTD
-1.63%
6M
1.64%
1Y
21.22%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GBHY.L vs. FTWG.L - Expense Ratio Comparison

GBHY.L has a 0.25% expense ratio, which is higher than FTWG.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

GBHY.L vs. FTWG.L — Risk / Return Rank

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

GBHY.L
GBHY.L Risk / Return Rank: 7676
Overall Rank
GBHY.L Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
GBHY.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
GBHY.L Omega Ratio Rank: 7575
Omega Ratio Rank
GBHY.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
GBHY.L Martin Ratio Rank: 7777
Martin Ratio Rank

FTWG.L
FTWG.L Risk / Return Rank: 7777
Overall Rank
FTWG.L Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FTWG.L Sortino Ratio Rank: 6868
Sortino Ratio Rank
FTWG.L Omega Ratio Rank: 6969
Omega Ratio Rank
FTWG.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
FTWG.L Martin Ratio Rank: 9090
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.

GBHY.L vs. FTWG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF Dist (GBHY.L) and Invesco FTSE All-World UCITS ETF USD Dist (FTWG.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.


GBHY.LFTWG.LDifference

Sharpe ratio

Return per unit of total volatility

1.44

1.37

+0.08

Sortino ratio

Return per unit of downside risk

2.14

1.91

+0.23

Omega ratio

Gain probability vs. loss probability

1.30

1.28

+0.02

Calmar ratio

Return relative to maximum drawdown

2.40

2.77

-0.37

Martin ratio

Return relative to average drawdown

10.17

12.33

-2.16

GBHY.L vs. FTWG.L - Sharpe Ratio Comparison

The current GBHY.L Sharpe Ratio is 1.44, which is comparable to the FTWG.L Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of GBHY.L and FTWG.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


GBHY.LFTWG.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

1.37

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

1.28

1.28

0.00

Correlation

The correlation between GBHY.L and FTWG.L is 0.61, 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

GBHY.L vs. FTWG.L - Dividend Comparison

GBHY.L's dividend yield for the trailing twelve months is around 6.65%, more than FTWG.L's 1.37% yield.


Drawdowns

GBHY.L vs. FTWG.L - Drawdown Comparison

The maximum GBHY.L drawdown since its inception was -5.09%, smaller than the maximum FTWG.L drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for GBHY.L and FTWG.L.


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Drawdown Indicators


GBHY.LFTWG.LDifference

Max Drawdown

Largest peak-to-trough decline

-5.09%

-17.78%

+12.69%

Max Drawdown (1Y)

Largest decline over 1 year

-3.31%

-7.11%

+3.80%

Current Drawdown

Current decline from peak

-1.74%

-4.14%

+2.40%

Average Drawdown

Average peak-to-trough decline

-0.95%

-2.07%

+1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.78%

1.76%

-0.98%

Volatility

GBHY.L vs. FTWG.L - Volatility Comparison

The current volatility for Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF Dist (GBHY.L) is 2.13%, while Invesco FTSE All-World UCITS ETF USD Dist (FTWG.L) has a volatility of 5.02%. This indicates that GBHY.L experiences smaller price fluctuations and is considered to be less risky than FTWG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GBHY.LFTWG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.13%

5.02%

-2.89%

Volatility (6M)

Calculated over the trailing 6-month period

3.12%

9.01%

-5.89%

Volatility (1Y)

Calculated over the trailing 1-year period

5.05%

15.45%

-10.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

13.13%

-7.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.63%

13.13%

-7.50%