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IDWR.L vs. BATT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IDWR.L vs. BATT

Last updated Jun 5, 2026

IDWR.L (iShares MSCI World UCITS) and BATT (Amplify Lithium & Battery Technology ETF) are both exchange-traded funds - IDWR.L is a Global Equities fund tracking the MSCI ACWI NR USD, while BATT is a Commodity Producers Equities fund actively managed by Amplify. IDWR.L is passively managed, while BATT is actively managed. Over the past 5 years, IDWR.L returned 11.53%/yr vs 3.05%/yr for BATT. A 0.52 correlation means they provide meaningful diversification when combined. IDWR.L charges 0.50%/yr vs 0.59%/yr for BATT.

Performance

IDWR.L vs. BATT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World UCITS (IDWR.L) and Amplify Lithium & Battery Technology ETF (BATT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDWR.L achieves a 9.72% return, which is significantly lower than BATT's 23.77% return.

IDWR.L

1D
0.09%
1M
4.01%
YTD
9.72%
6M
10.83%
1Y
25.57%
3Y*
20.43%
5Y*
11.53%
10Y*
12.75%

BATT

1D
-1.90%
1M
1.12%
YTD
23.77%
6M
26.50%
1Y
96.07%
3Y*
13.93%
5Y*
3.05%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDWR.L vs. BATT - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
IDWR.L
iShares MSCI World UCITS		9.72%20.58%18.78%24.08%-18.32%21.58%15.70%26.75%-10.72%
BATT
Amplify Lithium & Battery Technology ETF		23.77%59.70%-13.93%-7.05%-32.25%16.52%44.43%-2.40%-42.45%

Correlation

The correlation between IDWR.L and BATT is 0.52, 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

0.52

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

0.47

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

0.50

Correlation (All Time)
Calculated using the full available price history since Jun 7, 2018

0.52

The correlation between IDWR.L and BATT has been stable across timeframes, ranging from 0.47 to 0.52 - a consistent structural relationship.

IDWR.L vs. BATT - Sectors Allocation Comparison

Sectors
IDWR.L
BATT

Technology

31.0%
5.6%

Financial Services

15.1%
0.0%

Industrials

10.5%
16.9%

Consumer Cyclical

9.1%
18.9%

Communication Services

8.9%
0.0%

Healthcare

8.5%

-

Consumer Defensive

5.0%

-

Energy

3.9%

-

Basic Materials

3.2%
57.0%

Utilities

2.6%

-

Real Estate

1.6%

-

Technology

IDWR.L
31.0%
BATT
5.6%

Financial Services

IDWR.L
15.1%
BATT
0.0%

Industrials

IDWR.L
10.5%
BATT
16.9%

Consumer Cyclical

IDWR.L
9.1%
BATT
18.9%

Communication Services

IDWR.L
8.9%
BATT
0.0%

Healthcare

IDWR.L
8.5%
BATT

-

Consumer Defensive

IDWR.L
5.0%
BATT

-

Energy

IDWR.L
3.9%
BATT

-

Basic Materials

IDWR.L
3.2%
BATT
57.0%

Utilities

IDWR.L
2.6%
BATT

-

Real Estate

IDWR.L
1.6%
BATT

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI World UCITS

Amplify Lithium & Battery Technology ETF

Often compared with IDWR.L:
IDWR.L vs. VWRL.LIDWR.L vs. XESX.LIDWR.L vs. XESC.DEIDWR.L vs. URTHIDWR.L vs. XDWL.DEIDWR.L vs. IWDA.ASIDWR.L vs. SXR8.DE
Often compared with BATT:
BATT vs. LITBATT vs. LITPBATT vs. IDRVBATT vs. TDVBATT vs. CARSBATT vs. ILITBATT vs. IVW

Return for Risk

IDWR.L vs. BATT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IDWR.L
IDWR.L Risk / Return Rank: 6767
Overall Rank
IDWR.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
IDWR.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
IDWR.L Omega Ratio Rank: 6666
Omega Ratio Rank
IDWR.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
IDWR.L Martin Ratio Rank: 7171
Martin Ratio Rank
BATT
BATT Risk / Return Rank: 8686
Overall Rank
BATT Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
BATT Sortino Ratio Rank: 7979
Sortino Ratio Rank
BATT Omega Ratio Rank: 8080
Omega Ratio Rank
BATT Calmar Ratio Rank: 9090
Calmar Ratio Rank
BATT Martin Ratio Rank: 9090
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.

IDWR.L vs. BATT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World UCITS (IDWR.L) and Amplify Lithium & Battery Technology ETF (BATT). 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.

IDWR.LBATTDifference
Sharpe ratioReturn per unit of total volatility
2.15
3.13

-0.98

Sortino ratioReturn per unit of downside risk
3.20
3.49

-0.29

Omega ratioGain probability vs. loss probability

1.39

1.47

-0.08

Calmar ratioReturn relative to maximum drawdown

3.07

5.67

-2.60

Martin ratioReturn relative to average drawdown

12.98

20.54

-7.56

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IDWR.L vs. BATT - Sharpe Ratio Comparison

The current IDWR.L Sharpe Ratio is 2.15, which is lower than the BATT Sharpe Ratio of 3.13. The chart below compares the historical Sharpe Ratios of IDWR.L and BATT, 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

IDWR.LBATTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

3.13

-0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.10

+0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.01

+0.46

Drawdowns

IDWR.L vs. BATT - Drawdown Comparison

The maximum IDWR.L drawdown since its inception was -56.75%, smaller than the maximum BATT drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for IDWR.L and BATT.

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Drawdown Indicators

IDWR.LBATTDifference

Max Drawdown

Largest peak-to-trough decline

-56.75%

-69.38%

+12.63%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

-17.03%

+8.74%

Max Drawdown (3Y)

Largest decline over 3 years

-17.08%

-47.65%

+30.57%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

-61.98%

+35.94%

Max Drawdown (10Y)

Largest decline over 10 years

-34.06%

—

—

Current Drawdown

Current decline from peak

-0.46%

-5.27%

+4.81%

Average Drawdown

Average peak-to-trough decline

-9.61%

-34.77%

+25.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

4.69%

-2.73%

Volatility

IDWR.L vs. BATT - Volatility Comparison

The current volatility for iShares MSCI World UCITS (IDWR.L) is 3.30%, while Amplify Lithium & Battery Technology ETF (BATT) has a volatility of 10.42%. This indicates that IDWR.L experiences smaller price fluctuations and is considered to be less risky than BATT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IDWR.LBATTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.30%

10.42%

-7.12%

Volatility (6M)

Calculated over the trailing 6-month period

9.08%

24.76%

-15.68%

Volatility (1Y)

Calculated over the trailing 1-year period

11.85%

30.87%

-19.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.60%

29.57%

-13.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.86%

30.59%

-14.73%

IDWR.L vs. BATT - Expense Ratio Comparison

IDWR.L has a 0.50% expense ratio, which is lower than BATT's 0.59% expense ratio.

Dividends

IDWR.L vs. BATT - Dividend Comparison

IDWR.L's dividend yield for the trailing twelve months is around 0.85%, less than BATT's 1.50% yield.

PositionTTM20252024202320222021202020192018201720162015
BATT
Amplify Lithium & Battery Technology ETF		1.50%1.85%3.17%3.23%4.14%2.32%0.21%3.22%0.89%0.00%0.00%0.00%
IDWR.L
iShares MSCI World UCITS		0.85%0.93%1.08%1.29%1.46%1.05%1.14%1.61%1.87%1.58%1.77%1.83%

Frequently Asked Questions

IDWR.L and BATT have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDWR.L is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDWR.L is cheaper with a 0.50% expense ratio, compared with 0.59% for BATT.

IDWR.L is categorized as Global Equities, while BATT is Commodity Producers Equities. They also come from different issuers: iShares and Amplify. Their fees differ too: 0.50% for IDWR.L and 0.59% for BATT.

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