IBCZ.DE vs. TSWE.AS
Compare and contrast key facts about iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE) and VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS).
IBCZ.DE and TSWE.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBCZ.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Diversified Multiple-Factor. It was launched on Sep 4, 2015. TSWE.AS is a passively managed fund by VanEck that tracks the performance of the MSCI ACWI NR USD. It was launched on May 3, 2013. Both IBCZ.DE and TSWE.AS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBCZ.DE or TSWE.AS.
Correlation
The correlation between IBCZ.DE and TSWE.AS is 0.86, 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.
Performance
IBCZ.DE vs. TSWE.AS - Performance Comparison
Key characteristics
IBCZ.DE:
1.97
TSWE.AS:
1.87
IBCZ.DE:
2.70
TSWE.AS:
2.57
IBCZ.DE:
1.39
TSWE.AS:
1.37
IBCZ.DE:
2.82
TSWE.AS:
2.39
IBCZ.DE:
12.64
TSWE.AS:
10.86
IBCZ.DE:
1.86%
TSWE.AS:
1.84%
IBCZ.DE:
11.94%
TSWE.AS:
10.62%
IBCZ.DE:
-33.99%
TSWE.AS:
-33.67%
IBCZ.DE:
-0.05%
TSWE.AS:
0.00%
Returns By Period
In the year-to-date period, IBCZ.DE achieves a 5.73% return, which is significantly lower than TSWE.AS's 7.35% return.
IBCZ.DE
5.73%
1.89%
15.35%
22.62%
10.24%
N/A
TSWE.AS
7.35%
3.91%
14.55%
19.73%
10.42%
9.33%
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IBCZ.DE vs. TSWE.AS - Expense Ratio Comparison
IBCZ.DE has a 0.50% expense ratio, which is higher than TSWE.AS's 0.20% expense ratio.
Risk-Adjusted Performance
IBCZ.DE vs. TSWE.AS — Risk-Adjusted Performance Rank
IBCZ.DE
TSWE.AS
IBCZ.DE vs. TSWE.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE) and VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS). 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
IBCZ.DE vs. TSWE.AS - Dividend Comparison
IBCZ.DE has not paid dividends to shareholders, while TSWE.AS's dividend yield for the trailing twelve months is around 2.03%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCZ.DE iShares Edge MSCI World Multifactor 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% |
TSWE.AS VanEck Sustainable World Equal Weight UCITS ETF | 2.03% | 2.18% | 2.23% | 2.38% | 1.64% | 1.88% | 2.34% | 2.45% | 2.09% | 1.85% | 1.87% | 5.46% |
Drawdowns
IBCZ.DE vs. TSWE.AS - Drawdown Comparison
The maximum IBCZ.DE drawdown since its inception was -33.99%, roughly equal to the maximum TSWE.AS drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for IBCZ.DE and TSWE.AS. For additional features, visit the drawdowns tool.
Volatility
IBCZ.DE vs. TSWE.AS - Volatility Comparison
iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) (IBCZ.DE) and VanEck Sustainable World Equal Weight UCITS ETF (TSWE.AS) have volatilities of 2.98% and 2.97%, 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.