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IDTL.L vs. ISAC.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDTL.L vs. ISAC.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Treasury Bond 20+ UCITS (IDTL.L) and iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDTL.L achieves a -1.14% return, which is significantly lower than ISAC.L's 11.54% return. Over the past 10 years, IDTL.L has underperformed ISAC.L with an annualized return of -1.51%, while ISAC.L has yielded a comparatively higher 12.63% annualized return.


IDTL.L

1D
0.36%
1M
0.66%
YTD
-1.14%
6M
-1.07%
1Y
3.86%
3Y*
-1.56%
5Y*
-6.07%
10Y*
-1.51%

ISAC.L

1D
-0.10%
1M
4.26%
YTD
11.54%
6M
13.01%
1Y
28.81%
3Y*
21.19%
5Y*
11.38%
10Y*
12.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDTL.L vs. ISAC.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDTL.L
iShares Treasury Bond 20+ UCITS
-1.14%4.67%-7.18%2.22%-30.42%-4.71%17.11%15.67%-1.84%8.97%
ISAC.L
iShares MSCI ACWI UCITS ETF USD (Acc)
11.54%22.36%17.81%22.57%-18.16%18.85%15.66%25.77%-9.73%24.39%

Correlation

The correlation between IDTL.L and ISAC.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Jan 22, 2015

-0.12

The correlation between IDTL.L and ISAC.L shifts across timeframes, from -0.12 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

IDTL.L vs. ISAC.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDTL.L
IDTL.L Risk / Return Rank: 1515
Overall Rank
IDTL.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IDTL.L Sortino Ratio Rank: 1414
Sortino Ratio Rank
IDTL.L Omega Ratio Rank: 1414
Omega Ratio Rank
IDTL.L Calmar Ratio Rank: 1515
Calmar Ratio Rank
IDTL.L Martin Ratio Rank: 1515
Martin Ratio Rank

ISAC.L
ISAC.L Risk / Return Rank: 7373
Overall Rank
ISAC.L Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ISAC.L Sortino Ratio Rank: 7777
Sortino Ratio Rank
ISAC.L Omega Ratio Rank: 7373
Omega Ratio Rank
ISAC.L Calmar Ratio Rank: 6767
Calmar Ratio Rank
ISAC.L Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDTL.L vs. ISAC.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Treasury Bond 20+ UCITS (IDTL.L) and iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.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.


IDTL.LISAC.LDifference
Sharpe ratioReturn per unit of total volatility

-1.92

Sortino ratioReturn per unit of downside risk

-2.79

Omega ratioGain probability vs. loss probability

1.07

1.43

-0.35

Calmar ratioReturn relative to maximum drawdown

0.50

3.27

-2.77

Martin ratioReturn relative to average drawdown

1.27

13.72

-12.44

IDTL.L vs. ISAC.L - Sharpe Ratio Comparison

The current IDTL.L Sharpe Ratio is 0.39, which is lower than the ISAC.L Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of IDTL.L and ISAC.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IDTL.LISAC.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

2.31

-1.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

0.73

-1.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

0.79

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.75

-0.83

Drawdowns

IDTL.L vs. ISAC.L - Drawdown Comparison

The maximum IDTL.L drawdown since its inception was -48.31%, which is greater than ISAC.L's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for IDTL.L and ISAC.L.


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Drawdown Indicators


IDTL.LISAC.LDifference

Max Drawdown

Largest peak-to-trough decline

-48.31%

-33.82%

-14.49%

Max Drawdown (1Y)

Largest decline over 1 year

-7.62%

-8.77%

+1.15%

Max Drawdown (3Y)

Largest decline over 3 years

-18.49%

-16.56%

-1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-42.95%

-26.07%

-16.88%

Max Drawdown (10Y)

Largest decline over 10 years

-48.31%

-33.82%

-14.49%

Current Drawdown

Current decline from peak

-40.36%

-0.72%

-39.64%

Average Drawdown

Average peak-to-trough decline

-20.41%

-4.69%

-15.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

2.10%

+0.93%

Volatility

IDTL.L vs. ISAC.L - Volatility Comparison

The current volatility for iShares Treasury Bond 20+ UCITS (IDTL.L) is 3.32%, while iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L) has a volatility of 3.84%. This indicates that IDTL.L experiences smaller price fluctuations and is considered to be less risky than ISAC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDTL.LISAC.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

3.84%

-0.52%

Volatility (6M)

Calculated over the trailing 6-month period

6.59%

9.77%

-3.18%

Volatility (1Y)

Calculated over the trailing 1-year period

9.89%

12.40%

-2.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.99%

15.57%

-0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.61%

15.95%

-1.34%

IDTL.L vs. ISAC.L - Expense Ratio Comparison

IDTL.L has a 0.07% expense ratio, which is lower than ISAC.L's 0.20% 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%.


Dividends

IDTL.L vs. ISAC.L - Dividend Comparison

IDTL.L's dividend yield for the trailing twelve months is around 4.36%, while ISAC.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IDTL.L
iShares Treasury Bond 20+ UCITS
4.36%4.31%4.65%3.79%3.01%1.74%1.76%2.49%2.79%2.60%2.63%2.14%
ISAC.L
iShares MSCI ACWI 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


IDTL.L and ISAC.L have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDTL.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDTL.L is cheaper with a 0.07% expense ratio, compared with 0.20% for ISAC.L.

IDTL.L is categorized as Government Bonds, while ISAC.L is Global Equities. IDTL.L tracks ICE U.S. Treasury 20+ Year Bond Index, while ISAC.L tracks MSCI ACWI Index. Their fees differ too: 0.07% for IDTL.L and 0.20% for ISAC.L.

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