HSBA.L vs. SWDA.L
Compare and contrast key facts about HSBC Holdings plc (HSBA.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSBA.L or SWDA.L.
Correlation
The correlation between HSBA.L and SWDA.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
HSBA.L vs. SWDA.L - Performance Comparison
Key characteristics
HSBA.L:
1.66
SWDA.L:
2.24
HSBA.L:
2.03
SWDA.L:
3.16
HSBA.L:
1.33
SWDA.L:
1.43
HSBA.L:
3.08
SWDA.L:
3.80
HSBA.L:
9.05
SWDA.L:
16.66
HSBA.L:
3.88%
SWDA.L:
1.39%
HSBA.L:
21.14%
SWDA.L:
10.27%
HSBA.L:
-61.71%
SWDA.L:
-25.58%
HSBA.L:
-1.18%
SWDA.L:
-0.69%
Returns By Period
In the year-to-date period, HSBA.L achieves a -1.18% return, which is significantly lower than SWDA.L's 0.83% return. Over the past 10 years, HSBA.L has underperformed SWDA.L with an annualized return of 8.83%, while SWDA.L has yielded a comparatively higher 12.49% annualized return.
HSBA.L
-1.18%
4.36%
19.37%
33.97%
11.92%
8.83%
SWDA.L
0.83%
-0.68%
7.83%
23.94%
12.30%
12.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HSBA.L vs. SWDA.L — Risk-Adjusted Performance Rank
HSBA.L
SWDA.L
HSBA.L vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBA.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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
HSBA.L vs. SWDA.L - Dividend Comparison
HSBA.L's dividend yield for the trailing twelve months is around 8.44%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBA.L HSBC Holdings plc | 8.44% | 8.34% | 6.67% | 4.21% | 3.55% | 5.54% | 6.69% | 5.83% | 5.18% | 5.79% | 6.12% | 4.88% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 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
HSBA.L vs. SWDA.L - Drawdown Comparison
The maximum HSBA.L drawdown since its inception was -61.71%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for HSBA.L and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
HSBA.L vs. SWDA.L - Volatility Comparison
HSBC Holdings plc (HSBA.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) have volatilities of 3.24% and 3.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.