IDVY.AS vs. IWDA.AS
IDVY.AS (iShares Euro Dividend UCITS ETF) and IWDA.AS (iShares Core MSCI World UCITS ETF USD (Acc)) are both exchange-traded funds - IDVY.AS is a Europe Equities fund tracking the MSCI EMU NR EUR, while IWDA.AS is a Global Equities fund tracking the MSCI World Index. Both are passively managed. Over the past 10 years, IDVY.AS returned 7.33%/yr vs 12.81%/yr for IWDA.AS. A 0.67 correlation means they provide meaningful diversification when combined. IDVY.AS charges 0.40%/yr vs 0.20%/yr for IWDA.AS.
Performance
IDVY.AS vs. IWDA.AS - Performance Comparison
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Returns By Period
In the year-to-date period, IDVY.AS achieves a 8.21% return, which is significantly lower than IWDA.AS's 11.06% return. Over the past 10 years, IDVY.AS has underperformed IWDA.AS with an annualized return of 7.33%, while IWDA.AS has yielded a comparatively higher 12.81% annualized return.
IDVY.AS
- 1D
- 0.33%
- 1M
- 3.43%
- YTD
- 8.21%
- 6M
- 11.08%
- 1Y
- 21.10%
- 3Y*
- 20.03%
- 5Y*
- 9.08%
- 10Y*
- 7.33%
IWDA.AS
- 1D
- -0.03%
- 1M
- 4.79%
- YTD
- 11.06%
- 6M
- 11.31%
- 1Y
- 23.80%
- 3Y*
- 17.53%
- 5Y*
- 12.88%
- 10Y*
- 12.81%
IDVY.AS vs. IWDA.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 8.21% | 41.92% | 8.62% | 4.42% | -13.82% | 24.39% | -17.87% | 20.43% | -10.28% | 9.96% |
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 11.06% | 7.08% | 27.23% | 19.89% | -13.54% | 32.54% | 6.20% | 29.58% | -4.16% | 7.49% |
Correlation
The correlation between IDVY.AS and IWDA.AS is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2009 | 0.67 |
The correlation between IDVY.AS and IWDA.AS shifts across timeframes, from 0.48 (3 years) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IDVY.AS vs. IWDA.AS — Risk / Return Rank
IDVY.AS
IWDA.AS
IDVY.AS vs. IWDA.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IDVY.AS) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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.
| IDVY.AS | IWDA.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.41 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 3.64 | -1.03 |
| Martin ratioReturn relative to average drawdown | 8.13 | 14.53 | -6.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDVY.AS | IWDA.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.15 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.90 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.84 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.82 | -0.59 |
Drawdowns
IDVY.AS vs. IWDA.AS - Drawdown Comparison
The maximum IDVY.AS drawdown since its inception was -71.33%, which is greater than IWDA.AS's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for IDVY.AS and IWDA.AS.
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Drawdown Indicators
| IDVY.AS | IWDA.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.33% | -33.63% | -37.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.97% | -6.45% | -1.52% |
Max Drawdown (3Y)Largest decline over 3 years | -12.81% | -21.59% | +8.78% |
Max Drawdown (5Y)Largest decline over 5 years | -24.57% | -21.59% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -42.34% | -33.63% | -8.71% |
Current DrawdownCurrent decline from peak | -1.42% | -0.34% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -22.54% | -4.25% | -18.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.63% | +0.94% |
Volatility
IDVY.AS vs. IWDA.AS - Volatility Comparison
iShares Euro Dividend UCITS ETF (IDVY.AS) has a higher volatility of 3.54% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) at 2.62%. This indicates that IDVY.AS's price experiences larger fluctuations and is considered to be riskier than IWDA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDVY.AS | IWDA.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.62% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 7.61% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 10.90% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 14.08% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.26% | 14.99% | +2.27% |
IDVY.AS vs. IWDA.AS - Expense Ratio Comparison
IDVY.AS has a 0.40% expense ratio, which is higher than IWDA.AS's 0.20% expense ratio.
Dividends
IDVY.AS vs. IWDA.AS - Dividend Comparison
IDVY.AS's dividend yield for the trailing twelve months is around 3.99%, while IWDA.AS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDVY.AS iShares Euro Dividend UCITS ETF | 3.99% | 4.36% | 5.85% | 5.84% | 5.28% | 3.68% | 3.57% | 4.84% | 4.76% | 3.91% | 3.97% | 4.00% |
IWDA.AS iShares 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
IDVY.AS and IWDA.AS have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.AS is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.AS is cheaper with a 0.20% expense ratio, compared with 0.40% for IDVY.AS.
IDVY.AS is categorized as Europe Equities, while IWDA.AS is Global Equities. IDVY.AS tracks MSCI EMU NR EUR, while IWDA.AS tracks MSCI World Index. Their fees differ too: 0.40% for IDVY.AS and 0.20% for IWDA.AS.
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