IEVL.L vs. 36BA.DE
Compare and contrast key facts about iShares Edge MSCI Europe Value Factor UCITS ETF EUR Accumulating (IEVL.L) and L&G Battery Value-Chain UCITS ETF (36BA.DE).
IEVL.L and 36BA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEVL.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe Enhanced Value Index. It was launched on Feb 23, 2018. 36BA.DE is a passively managed fund by Legal & General that tracks the performance of the Solactive Battery Value-Chain Index. It was launched on Jan 29, 2018. Both IEVL.L and 36BA.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IEVL.L vs. 36BA.DE - Performance Comparison
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IEVL.L vs. 36BA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IEVL.L iShares Edge MSCI Europe Value Factor UCITS ETF EUR Accumulating | 2.19% | 35.00% | 10.59% | 13.55% | -3.79% | 26.68% | 27.94% |
36BA.DE L&G Battery Value-Chain UCITS ETF | -1.65% | 5.40% | 0.20% | 5.45% | -17.07% | -2.51% | 7.23% |
Returns By Period
In the year-to-date period, IEVL.L achieves a 2.19% return, which is significantly higher than 36BA.DE's -1.65% return.
IEVL.L
- 1D
- 0.56%
- 1M
- -7.02%
- YTD
- 2.19%
- 6M
- 13.36%
- 1Y
- 25.76%
- 3Y*
- 17.47%
- 5Y*
- 13.16%
- 10Y*
- 10.05%
36BA.DE
- 1D
- 0.12%
- 1M
- -2.46%
- YTD
- -1.65%
- 6M
- -1.23%
- 1Y
- 2.19%
- 3Y*
- 2.43%
- 5Y*
- -1.61%
- 10Y*
- —
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IEVL.L vs. 36BA.DE - Expense Ratio Comparison
IEVL.L has a 0.25% expense ratio, which is lower than 36BA.DE's 0.49% expense ratio.
Return for Risk
IEVL.L vs. 36BA.DE — Risk / Return Rank
IEVL.L
36BA.DE
IEVL.L vs. 36BA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Value Factor UCITS ETF EUR Accumulating (IEVL.L) and L&G Battery Value-Chain UCITS ETF (36BA.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.
| IEVL.L | 36BA.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.38 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.01 | 0.55 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.08 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.39 | +1.41 |
Martin ratioReturn relative to average drawdown | 7.76 | 1.45 | +6.32 |
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
| IEVL.L | 36BA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.38 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | -0.23 | +1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | -0.13 | +0.56 |
Correlation
The correlation between IEVL.L and 36BA.DE is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IEVL.L vs. 36BA.DE - Dividend Comparison
IEVL.L has not paid dividends to shareholders, while 36BA.DE's dividend yield for the trailing twelve months is around 4.81%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IEVL.L iShares Edge MSCI Europe Value Factor UCITS ETF EUR Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
36BA.DE L&G Battery Value-Chain UCITS ETF | 4.81% | 4.73% | 4.75% | 4.15% | 2.94% | 1.76% | 0.87% |
Drawdowns
IEVL.L vs. 36BA.DE - Drawdown Comparison
The maximum IEVL.L drawdown since its inception was -40.09%, which is greater than 36BA.DE's maximum drawdown of -23.68%. Use the drawdown chart below to compare losses from any high point for IEVL.L and 36BA.DE.
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Drawdown Indicators
| IEVL.L | 36BA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.09% | -23.68% | -16.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -4.12% | -10.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.55% | -23.18% | +3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -40.09% | — | — |
Current DrawdownCurrent decline from peak | -7.18% | -11.71% | +4.53% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -11.36% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 1.10% | +2.08% |
Volatility
IEVL.L vs. 36BA.DE - Volatility Comparison
iShares Edge MSCI Europe Value Factor UCITS ETF EUR Accumulating (IEVL.L) has a higher volatility of 6.41% compared to L&G Battery Value-Chain UCITS ETF (36BA.DE) at 1.86%. This indicates that IEVL.L's price experiences larger fluctuations and is considered to be riskier than 36BA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEVL.L | 36BA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 1.86% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 3.06% | +6.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.19% | 5.68% | +10.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 7.06% | +8.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.67% | 6.88% | +10.79% |