IDPE.L vs. WRDA.L
IDPE.L (iShares Listed Private Equity UCITS ETF) and WRDA.L (UBS Core MSCI World UCITS ETF USD Acc) are both Global Equities funds - IDPE.L tracks the iShares Listed Private Equity UCITS ETF while WRDA.L tracks the MSCI World Index. Both are passively managed. Over the past year, IDPE.L returned -14.17% vs 22.07% for WRDA.L. A 0.72 correlation means they provide meaningful diversification when combined. IDPE.L charges 0.75%/yr vs 0.06%/yr for WRDA.L.
Performance
IDPE.L vs. WRDA.L - Performance Comparison
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Different Trading Currencies
IDPE.L is traded in USD, while WRDA.L is traded in GBp. To make them comparable, the WRDA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDPE.L achieves a -11.49% return, which is significantly lower than WRDA.L's 10.11% return.
IDPE.L
- 1D
- -1.01%
- 1M
- -0.03%
- 6M
- -12.08%
- YTD
- -11.49%
- 1Y
- -14.17%
- 3Y*
- 9.57%
- 5Y*
- 4.44%
- 10Y*
- 10.74%
WRDA.L
- 1D
- 0.00%
- 1M
- 0.23%
- 6M
- 8.92%
- YTD
- 10.11%
- 1Y
- 22.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDPE.L vs. WRDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IDPE.L iShares Listed Private Equity UCITS ETF | -11.49% | 1.30% | 22.99% |
WRDA.L UBS Core MSCI World UCITS ETF USD Acc | 10.11% | 21.28% | 17.83% |
Correlation
The correlation between IDPE.L and WRDA.L is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2024 | 0.72 |
The correlation between IDPE.L and WRDA.L shifts across timeframes, from 0.61 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IDPE.L vs. WRDA.L — Risk / Return Rank
IDPE.L
WRDA.L
IDPE.L vs. WRDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Listed Private Equity UCITS ETF (IDPE.L) and UBS Core MSCI World UCITS ETF USD Acc (WRDA.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDPE.L | WRDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -2.06 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.34 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 0.80 | -1.40 |
| Martin ratioReturn relative to average drawdown | -1.08 | 1.20 | -2.29 |
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Drawdowns
IDPE.L vs. WRDA.L - Drawdown Comparison
The maximum IDPE.L drawdown since its inception was -82.58%, which is greater than WRDA.L's maximum drawdown of -27.71%. Use the drawdown chart below to compare losses from any high point for IDPE.L and WRDA.L.
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Drawdown Indicators
| IDPE.L | WRDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.58% | -27.71% | -54.87% |
Max Drawdown (1Y)Largest decline over 1 year | -24.69% | -27.71% | +3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -25.17% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -38.86% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.36% | — | — |
Current DrawdownCurrent decline from peak | -17.97% | -15.53% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -20.32% | -7.46% | -12.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.84% | 18.35% | -4.51% |
Volatility
IDPE.L vs. WRDA.L - Volatility Comparison
iShares Listed Private Equity UCITS ETF (IDPE.L) has a higher volatility of 5.95% compared to UBS Core MSCI World UCITS ETF USD Acc (WRDA.L) at 2.96%. This indicates that IDPE.L's price experiences larger fluctuations and is considered to be riskier than WRDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDPE.L | WRDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 2.96% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 16.89% | 9.04% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 43.30% | -22.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.37% | 29.74% | -7.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 29.74% | -7.63% |
IDPE.L vs. WRDA.L - Expense Ratio Comparison
IDPE.L has a 0.75% expense ratio, which is higher than WRDA.L's 0.06% expense ratio.
Dividends
IDPE.L vs. WRDA.L - Dividend Comparison
IDPE.L's dividend yield for the trailing twelve months is around 3.83%, while WRDA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDPE.L iShares Listed Private Equity UCITS ETF | 3.83% | 2.96% | 3.03% | 3.35% | 4.36% | 2.54% | 3.56% | 3.25% | 5.05% | 4.96% | 4.33% | 5.53% |
WRDA.L UBS 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% |
Frequently Asked Questions
IDPE.L and WRDA.L have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WRDA.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WRDA.L is cheaper with a 0.06% expense ratio, compared with 0.75% for IDPE.L.
IDPE.L tracks iShares Listed Private Equity UCITS ETF, while WRDA.L tracks MSCI World Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.75% for IDPE.L and 0.06% for WRDA.L.
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