ICDU.L vs. XDWC.L
Compare and contrast key facts about iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.L).
ICDU.L and XDWC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ICDU.L is a passively managed fund by iShares that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Nov 20, 2015. XDWC.L is a passively managed fund by Xtrackers that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 14, 2016. Both ICDU.L and XDWC.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ICDU.L or XDWC.L.
Key characteristics
| ICDU.L | XDWC.L | |
|---|---|---|
| YTD Return | 2.55% | 3.81% |
| 1Y Return | 24.26% | 20.19% |
| 3Y Return (Ann) | 6.69% | 1.67% |
| 5Y Return (Ann) | 10.37% | 10.67% |
| Sharpe Ratio | 1.36 | 1.15 |
| Daily Std Dev | 16.74% | 16.77% |
| Max Drawdown | -33.84% | -37.26% |
| Current Drawdown | -6.63% | -10.27% |
Correlation
The correlation between ICDU.L and XDWC.L is 0.90, 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
ICDU.L vs. XDWC.L - Performance Comparison
In the year-to-date period, ICDU.L achieves a 2.55% return, which is significantly lower than XDWC.L's 3.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ICDU.L vs. XDWC.L - Expense Ratio Comparison
ICDU.L has a 0.15% expense ratio, which is lower than XDWC.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ICDU.L vs. XDWC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L) and Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.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
ICDU.L vs. XDWC.L - Dividend Comparison
Neither ICDU.L nor XDWC.L has paid dividends to shareholders.
Drawdowns
ICDU.L vs. XDWC.L - Drawdown Comparison
The maximum ICDU.L drawdown since its inception was -33.84%, smaller than the maximum XDWC.L drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for ICDU.L and XDWC.L. For additional features, visit the drawdowns tool.
Volatility
ICDU.L vs. XDWC.L - Volatility Comparison
iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L) has a higher volatility of 5.71% compared to Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.L) at 4.97%. This indicates that ICDU.L's price experiences larger fluctuations and is considered to be riskier than XDWC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.