GERD.DE vs. IS3R.DE
Compare and contrast key facts about L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE).
GERD.DE and IS3R.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GERD.DE is a passively managed fund by LGIM Managers (Europe) Limited that tracks the performance of the Solactive Gerd Kommer Multifactor Equity. It was launched on Jun 14, 2023. IS3R.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum. It was launched on Oct 3, 2014. Both GERD.DE and IS3R.DE 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
GERD.DE vs. IS3R.DE - Performance Comparison
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GERD.DE vs. IS3R.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 1.53% | 10.26% | 18.54% | 7.85% |
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | -0.78% | 8.37% | 37.95% | 8.87% |
Returns By Period
In the year-to-date period, GERD.DE achieves a 1.53% return, which is significantly higher than IS3R.DE's -0.78% return.
GERD.DE
- 1D
- 0.11%
- 1M
- -1.83%
- YTD
- 1.53%
- 6M
- 3.82%
- 1Y
- 13.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IS3R.DE
- 1D
- -0.40%
- 1M
- -0.58%
- YTD
- -0.78%
- 6M
- 1.10%
- 1Y
- 11.87%
- 3Y*
- 17.59%
- 5Y*
- 10.18%
- 10Y*
- 13.31%
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GERD.DE vs. IS3R.DE - Expense Ratio Comparison
GERD.DE has a 0.50% expense ratio, which is higher than IS3R.DE's 0.30% expense ratio.
Return for Risk
GERD.DE vs. IS3R.DE — Risk / Return Rank
GERD.DE
IS3R.DE
GERD.DE vs. IS3R.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE). 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.
| GERD.DE | IS3R.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.59 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.95 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.81 | 1.99 | +0.81 |
Martin ratioReturn relative to average drawdown | 10.86 | 7.59 | +3.27 |
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
| GERD.DE | IS3R.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.59 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.75 | +0.30 |
Correlation
The correlation between GERD.DE and IS3R.DE is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GERD.DE vs. IS3R.DE - Dividend Comparison
Neither GERD.DE nor IS3R.DE has paid dividends to shareholders.
Drawdowns
GERD.DE vs. IS3R.DE - Drawdown Comparison
The maximum GERD.DE drawdown since its inception was -19.22%, smaller than the maximum IS3R.DE drawdown of -30.77%. Use the drawdown chart below to compare losses from any high point for GERD.DE and IS3R.DE.
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Drawdown Indicators
| GERD.DE | IS3R.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.22% | -30.77% | +11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.95% | -9.01% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.77% | — |
Current DrawdownCurrent decline from peak | -4.18% | -5.10% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -2.33% | -5.75% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 2.36% | -0.65% |
Volatility
GERD.DE vs. IS3R.DE - Volatility Comparison
The current volatility for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) is 4.46%, while iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a volatility of 7.54%. This indicates that GERD.DE experiences smaller price fluctuations and is considered to be less risky than IS3R.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GERD.DE | IS3R.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 7.54% | -3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 13.18% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 19.95% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.97% | 17.17% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.97% | 17.07% | -4.10% |