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IDWR.L vs. XDWL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDWR.L vs. XDWL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World UCITS (IDWR.L) and Xtrackers MSCI World UCITS ETF 1D (XDWL.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IDWR.L is traded in USD, while XDWL.DE is traded in EUR. To make them comparable, the XDWL.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with IDWR.L having a 9.72% return and XDWL.DE slightly lower at 9.66%. Both investments have delivered pretty close results over the past 10 years, with IDWR.L having a 12.75% annualized return and XDWL.DE not far ahead at 13.08%.


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%

XDWL.DE

1D
0.13%
1M
4.11%
YTD
9.66%
6M
11.06%
1Y
26.00%
3Y*
20.83%
5Y*
11.90%
10Y*
13.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDWR.L vs. XDWL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDWR.L
iShares MSCI World UCITS
9.72%20.58%18.78%24.08%-18.32%21.58%15.70%26.75%-9.24%22.59%
XDWL.DE
Xtrackers MSCI World UCITS ETF 1D
9.66%21.81%18.87%24.06%-18.56%22.44%15.75%28.46%-9.49%22.98%

Correlation

The correlation between IDWR.L and XDWL.DE is 0.90, 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

0.90

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

0.91

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

0.92

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

0.90

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2015

0.89

The correlation between IDWR.L and XDWL.DE has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

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Return for Risk

IDWR.L vs. XDWL.DE — 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

XDWL.DE
XDWL.DE Risk / Return Rank: 7070
Overall Rank
XDWL.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XDWL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
XDWL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
XDWL.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
XDWL.DE Martin Ratio Rank: 7676
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. XDWL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World UCITS (IDWR.L) and Xtrackers MSCI World UCITS ETF 1D (XDWL.DE). 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.LXDWL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.39

1.39

0.00

Calmar ratioReturn relative to maximum drawdown

3.07

3.08

-0.01

Martin ratioReturn relative to average drawdown

12.98

13.22

-0.24

IDWR.L vs. XDWL.DE - Sharpe Ratio Comparison

The current IDWR.L Sharpe Ratio is 2.15, which is comparable to the XDWL.DE Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of IDWR.L and XDWL.DE, 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.LXDWL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

2.21

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.76

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.82

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.72

-0.26

Drawdowns

IDWR.L vs. XDWL.DE - Drawdown Comparison

The maximum IDWR.L drawdown since its inception was -56.75%, which is greater than XDWL.DE's maximum drawdown of -34.13%. Use the drawdown chart below to compare losses from any high point for IDWR.L and XDWL.DE.


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Drawdown Indicators


IDWR.LXDWL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-56.75%

-34.13%

-22.62%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

-8.39%

+0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-17.08%

-17.90%

+0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

-26.01%

-0.03%

Max Drawdown (10Y)

Largest decline over 10 years

-34.06%

-34.13%

+0.07%

Current Drawdown

Current decline from peak

-0.46%

-0.45%

-0.01%

Average Drawdown

Average peak-to-trough decline

-9.61%

-4.86%

-4.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

1.96%

0.00%

Volatility

IDWR.L vs. XDWL.DE - Volatility Comparison

iShares MSCI World UCITS (IDWR.L) has a higher volatility of 3.30% compared to Xtrackers MSCI World UCITS ETF 1D (XDWL.DE) at 2.95%. This indicates that IDWR.L's price experiences larger fluctuations and is considered to be riskier than XDWL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDWR.LXDWL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.30%

2.95%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.08%

8.70%

+0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

11.85%

11.70%

+0.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.60%

15.52%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.86%

15.89%

-0.03%

IDWR.L vs. XDWL.DE - Expense Ratio Comparison

IDWR.L has a 0.50% expense ratio, which is higher than XDWL.DE's 0.12% expense ratio.


Dividends

IDWR.L vs. XDWL.DE - Dividend Comparison

IDWR.L's dividend yield for the trailing twelve months is around 0.85%, less than XDWL.DE's 1.17% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
XDWL.DE
Xtrackers MSCI World UCITS ETF 1D
1.17%1.28%1.65%1.58%1.77%2.08%1.95%1.98%1.40%1.94%1.83%0.00%

Frequently Asked Questions


With a correlation of 0.90, IDWR.L and XDWL.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XDWL.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDWL.DE is cheaper with a 0.12% expense ratio, compared with 0.50% for IDWR.L.

IDWR.L tracks MSCI ACWI NR USD, while XDWL.DE tracks MSCI World. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.50% for IDWR.L and 0.12% for XDWL.DE.

Portfolio Optimizer

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