HAVGX vs. IWQU.L
Compare and contrast key facts about Haverford Quality Growth Stock Fund (HAVGX) and iShares MSCI World Quality Factor UCITS (IWQU.L).
HAVGX is managed by Haverford. It was launched on Jun 30, 2004. IWQU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 3, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAVGX or IWQU.L.
Correlation
The correlation between HAVGX and IWQU.L is 0.55, 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.
Performance
HAVGX vs. IWQU.L - Performance Comparison
Key characteristics
HAVGX:
0.71
IWQU.L:
1.36
HAVGX:
0.92
IWQU.L:
1.93
HAVGX:
1.15
IWQU.L:
1.25
HAVGX:
0.60
IWQU.L:
2.13
HAVGX:
2.16
IWQU.L:
6.81
HAVGX:
3.96%
IWQU.L:
2.38%
HAVGX:
12.12%
IWQU.L:
11.93%
HAVGX:
-50.37%
IWQU.L:
-33.05%
HAVGX:
-8.37%
IWQU.L:
-1.21%
Returns By Period
In the year-to-date period, HAVGX achieves a 3.46% return, which is significantly higher than IWQU.L's 2.92% return. Over the past 10 years, HAVGX has underperformed IWQU.L with an annualized return of 6.66%, while IWQU.L has yielded a comparatively higher 10.45% annualized return.
HAVGX
3.46%
4.98%
1.41%
8.31%
5.35%
6.66%
IWQU.L
2.92%
4.45%
6.08%
14.76%
11.02%
10.45%
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HAVGX vs. IWQU.L - Expense Ratio Comparison
HAVGX has a 0.80% expense ratio, which is higher than IWQU.L's 0.30% expense ratio.
Risk-Adjusted Performance
HAVGX vs. IWQU.L — Risk-Adjusted Performance Rank
HAVGX
IWQU.L
HAVGX vs. IWQU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Haverford Quality Growth Stock Fund (HAVGX) and iShares MSCI World Quality Factor UCITS (IWQU.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.
Dividends
HAVGX vs. IWQU.L - Dividend Comparison
HAVGX's dividend yield for the trailing twelve months is around 0.91%, while IWQU.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAVGX Haverford Quality Growth Stock Fund | 0.91% | 0.94% | 1.17% | 0.94% | 0.68% | 0.84% | 1.09% | 1.45% | 1.16% | 1.18% | 1.25% | 1.18% |
IWQU.L iShares MSCI World Quality Factor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAVGX vs. IWQU.L - Drawdown Comparison
The maximum HAVGX drawdown since its inception was -50.37%, which is greater than IWQU.L's maximum drawdown of -33.05%. Use the drawdown chart below to compare losses from any high point for HAVGX and IWQU.L. For additional features, visit the drawdowns tool.
Volatility
HAVGX vs. IWQU.L - Volatility Comparison
The current volatility for Haverford Quality Growth Stock Fund (HAVGX) is 2.74%, while iShares MSCI World Quality Factor UCITS (IWQU.L) has a volatility of 3.12%. This indicates that HAVGX experiences smaller price fluctuations and is considered to be less risky than IWQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.