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IDTW.L vs. EEDM.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDTW.L vs. EEDM.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.L) and iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) (EEDM.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, IDTW.L achieves a 51.77% return, which is significantly higher than EEDM.L's 15.41% return.


IDTW.L

1D
-3.99%
1M
-10.58%
6M
42.72%
YTD
51.77%
1Y
73.35%
3Y*
37.69%
5Y*
18.84%
10Y*
19.92%

EEDM.L

1D
-1.89%
1M
-9.56%
6M
10.23%
YTD
15.41%
1Y
29.68%
3Y*
18.64%
5Y*
5.67%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDTW.L vs. EEDM.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IDTW.L
iShares MSCI Taiwan UCITS ETF USD (Dist)
51.77%31.78%23.61%28.84%-29.55%28.51%34.35%11.10%
EEDM.L
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)
15.41%35.48%6.70%8.18%-21.69%-2.85%19.76%7.14%

Correlation

The correlation between IDTW.L and EEDM.L is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.85

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

0.78

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

0.78

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2019

0.78

The correlation between IDTW.L and EEDM.L has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.

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Return for Risk

IDTW.L vs. EEDM.L — Risk / Return Rank

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

IDTW.L
IDTW.L Risk / Return Rank: 9191
Overall Rank
IDTW.L Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
IDTW.L Sortino Ratio Rank: 8888
Sortino Ratio Rank
IDTW.L Omega Ratio Rank: 8989
Omega Ratio Rank
IDTW.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
IDTW.L Martin Ratio Rank: 9292
Martin Ratio Rank

EEDM.L
EEDM.L Risk / Return Rank: 5353
Overall Rank
EEDM.L Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
EEDM.L Sortino Ratio Rank: 5050
Sortino Ratio Rank
EEDM.L Omega Ratio Rank: 5353
Omega Ratio Rank
EEDM.L Calmar Ratio Rank: 5959
Calmar Ratio Rank
EEDM.L Martin Ratio Rank: 5454
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.

IDTW.L vs. EEDM.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.L) and iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) (EEDM.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.


IDTW.LEEDM.LDifference
Sharpe ratioReturn per unit of total volatility

+1.24

Sortino ratioReturn per unit of downside risk

+1.29

Omega ratioGain probability vs. loss probability

1.43

1.25

+0.17

Calmar ratioReturn relative to maximum drawdown

5.05

2.20

+2.84

Martin ratioReturn relative to average drawdown

16.48

6.95

+9.53

IDTW.L vs. EEDM.L - Sharpe Ratio Comparison

The current IDTW.L Sharpe Ratio is 2.58, which is higher than the EEDM.L Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of IDTW.L and EEDM.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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Drawdowns

IDTW.L vs. EEDM.L - Drawdown Comparison

The maximum IDTW.L drawdown since its inception was -60.07%, which is greater than EEDM.L's maximum drawdown of -40.90%. Use the drawdown chart below to compare losses from any high point for IDTW.L and EEDM.L.


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Drawdown Indicators


IDTW.LEEDM.LDifference

Max Drawdown

Largest peak-to-trough decline

-60.07%

-40.90%

-19.17%

Max Drawdown (1Y)

Largest decline over 1 year

-14.46%

-13.41%

-1.05%

Max Drawdown (3Y)

Largest decline over 3 years

-28.24%

-16.97%

-11.27%

Max Drawdown (5Y)

Largest decline over 5 years

-40.98%

-36.39%

-4.59%

Max Drawdown (10Y)

Largest decline over 10 years

-40.98%

Current Drawdown

Current decline from peak

-14.46%

-11.26%

-3.20%

Average Drawdown

Average peak-to-trough decline

-12.59%

-16.32%

+3.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.44%

4.26%

+0.18%

Volatility

IDTW.L vs. EEDM.L - Volatility Comparison

iShares MSCI Taiwan UCITS ETF USD (Dist) (IDTW.L) has a higher volatility of 12.06% compared to iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist) (EEDM.L) at 9.16%. This indicates that IDTW.L's price experiences larger fluctuations and is considered to be riskier than EEDM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDTW.LEEDM.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.06%

9.16%

+2.90%

Volatility (6M)

Calculated over the trailing 6-month period

24.76%

20.04%

+4.72%

Volatility (1Y)

Calculated over the trailing 1-year period

28.27%

21.98%

+6.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.97%

19.47%

+4.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.41%

20.80%

+1.61%

IDTW.L vs. EEDM.L - Expense Ratio Comparison

IDTW.L has a 0.74% expense ratio, which is higher than EEDM.L's 0.18% expense ratio.


Dividends

IDTW.L vs. EEDM.L - Dividend Comparison

IDTW.L's dividend yield for the trailing twelve months is around 0.99%, less than EEDM.L's 1.69% yield.


PositionTTM20252024202320222021202020192018201720162015
EEDM.L
iShares MSCI EM CTB Enhanced ESG UCITS ETF USD (Dist)
1.69%1.89%2.37%2.37%2.59%1.97%1.54%0.05%0.00%0.00%0.00%0.00%
IDTW.L
iShares MSCI Taiwan UCITS ETF USD (Dist)
0.99%1.51%1.43%2.09%3.39%1.35%1.73%2.15%2.78%2.70%3.10%3.33%

Frequently Asked Questions


IDTW.L and EEDM.L have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EEDM.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EEDM.L is cheaper with a 0.18% expense ratio, compared with 0.74% for IDTW.L.

IDTW.L is categorized as Technology Equities, while EEDM.L is Emerging Markets Equities. IDTW.L tracks MSCI Taiwan 20/35 Index (Net) (USD), while EEDM.L tracks MSCI EM ESG Enhanced CTB Index. Their fees differ too: 0.74% for IDTW.L and 0.18% for EEDM.L.

Portfolio Optimizer

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