GENE.L vs. MVOL.L
Compare and contrast key facts about UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) and iShares Edge MSCI World Minimum Volatility UCITS (MVOL.L).
GENE.L and MVOL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GENE.L is a passively managed fund by UBS that tracks the performance of the MSCI ACWI NR USD. It was launched on Dec 19, 2017. MVOL.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 30, 2012. Both GENE.L and MVOL.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
GENE.L vs. MVOL.L - Performance Comparison
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GENE.L vs. MVOL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GENE.L UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc | 1.86% | 14.86% | 10.70% | 11.06% | -1.37% | 17.63% | 6.95% | 21.36% | -3.99% |
MVOL.L iShares Edge MSCI World Minimum Volatility UCITS | 2.37% | 3.11% | 13.02% | 1.92% | 1.12% | 15.73% | -0.45% | 17.90% | 1.59% |
Different Trading Currencies
GENE.L is traded in GBp, while MVOL.L is traded in USD. To make them comparable, the MVOL.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, GENE.L achieves a 1.86% return, which is significantly lower than MVOL.L's 2.37% return.
GENE.L
- 1D
- 1.31%
- 1M
- -2.46%
- YTD
- 1.86%
- 6M
- 6.79%
- 1Y
- 17.43%
- 3Y*
- 12.23%
- 5Y*
- 9.20%
- 10Y*
- —
MVOL.L
- 1D
- 0.77%
- 1M
- -1.06%
- YTD
- 2.37%
- 6M
- 2.56%
- 1Y
- 1.53%
- 3Y*
- 6.89%
- 5Y*
- 7.13%
- 10Y*
- 8.09%
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GENE.L vs. MVOL.L - Expense Ratio Comparison
GENE.L has a 0.20% expense ratio, which is lower than MVOL.L's 0.35% expense ratio.
Return for Risk
GENE.L vs. MVOL.L — Risk / Return Rank
GENE.L
MVOL.L
GENE.L vs. MVOL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) and iShares Edge MSCI World Minimum Volatility UCITS (MVOL.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.
| GENE.L | MVOL.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.15 | +1.18 |
Sortino ratioReturn per unit of downside risk | 1.81 | 0.27 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.03 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 0.43 | +2.03 |
Martin ratioReturn relative to average drawdown | 8.77 | 1.11 | +7.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GENE.L | MVOL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.15 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.67 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.80 | -0.14 |
Correlation
The correlation between GENE.L and MVOL.L is 0.68, 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
GENE.L vs. MVOL.L - Dividend Comparison
Neither GENE.L nor MVOL.L has paid dividends to shareholders.
Drawdowns
GENE.L vs. MVOL.L - Drawdown Comparison
The maximum GENE.L drawdown since its inception was -28.65%, which is greater than MVOL.L's maximum drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for GENE.L and MVOL.L.
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Drawdown Indicators
| GENE.L | MVOL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.65% | -28.82% | +0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -8.14% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -15.04% | -18.52% | +3.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.82% | — |
Current DrawdownCurrent decline from peak | -3.59% | -4.02% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -3.33% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.80% | +0.19% |
Volatility
GENE.L vs. MVOL.L - Volatility Comparison
UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) has a higher volatility of 4.23% compared to iShares Edge MSCI World Minimum Volatility UCITS (MVOL.L) at 3.60%. This indicates that GENE.L's price experiences larger fluctuations and is considered to be riskier than MVOL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GENE.L | MVOL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.60% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 6.48% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 10.41% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.01% | 10.60% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 12.50% | +2.53% |