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IGIL.L vs. IS3S.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGIL.L vs. IS3S.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IGIL.L is traded in USD, while IS3S.DE is traded in EUR. To make them comparable, the IS3S.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IGIL.L achieves a 0.97% return, which is significantly lower than IS3S.DE's 33.71% return. Over the past 10 years, IGIL.L has underperformed IS3S.DE with an annualized return of 1.03%, while IS3S.DE has yielded a comparatively higher 12.86% annualized return.


IGIL.L

1D
0.08%
1M
-0.27%
YTD
0.97%
6M
1.02%
1Y
3.80%
3Y*
3.28%
5Y*
-2.27%
10Y*
1.03%

IS3S.DE

1D
-0.71%
1M
11.89%
YTD
33.71%
6M
38.17%
1Y
66.24%
3Y*
30.28%
5Y*
16.26%
10Y*
12.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGIL.L vs. IS3S.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IGIL.L
iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc
0.97%8.45%-2.93%5.08%-21.84%2.94%12.21%7.81%-4.02%8.44%
IS3S.DE
iShares Edge MSCI World Value Factor UCITS ETF
33.71%41.27%5.00%19.27%-10.05%20.09%-3.98%19.44%-14.55%22.88%

Correlation

The correlation between IGIL.L and IS3S.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.33

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

0.26

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

0.14

Correlation (All Time)
Calculated using the full available price history since Oct 8, 2014

0.09

Over the past year, IGIL.L and IS3S.DE have become more correlated (0.38) than their long-term average of 0.09, meaning their price movements have been converging.

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Return for Risk

IGIL.L vs. IS3S.DE — Risk / Return Rank

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

IGIL.L
IGIL.L Risk / Return Rank: 2121
Overall Rank
IGIL.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
IGIL.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
IGIL.L Omega Ratio Rank: 1818
Omega Ratio Rank
IGIL.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
IGIL.L Martin Ratio Rank: 2424
Martin Ratio Rank

IS3S.DE
IS3S.DE Risk / Return Rank: 9797
Overall Rank
IS3S.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IS3S.DE Sortino Ratio Rank: 9797
Sortino Ratio Rank
IS3S.DE Omega Ratio Rank: 9696
Omega Ratio Rank
IS3S.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
IS3S.DE Martin Ratio Rank: 9696
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.

IGIL.L vs. IS3S.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.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.


IGIL.LIS3S.DEDifference
Sharpe ratioReturn per unit of total volatility

-3.80

Sortino ratioReturn per unit of downside risk

-5.01

Omega ratioGain probability vs. loss probability

1.11

1.80

-0.69

Calmar ratioReturn relative to maximum drawdown

1.10

7.76

-6.66

Martin ratioReturn relative to average drawdown

3.08

29.11

-26.03

IGIL.L vs. IS3S.DE - Sharpe Ratio Comparison

The current IGIL.L Sharpe Ratio is 0.62, which is lower than the IS3S.DE Sharpe Ratio of 4.42. The chart below compares the historical Sharpe Ratios of IGIL.L and IS3S.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


IGIL.LIS3S.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.62

4.42

-3.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

1.02

-1.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

0.76

-0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.62

-0.43

Drawdowns

IGIL.L vs. IS3S.DE - Drawdown Comparison

The maximum IGIL.L drawdown since its inception was -31.32%, smaller than the maximum IS3S.DE drawdown of -39.28%. Use the drawdown chart below to compare losses from any high point for IGIL.L and IS3S.DE.


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Drawdown Indicators


IGIL.LIS3S.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.32%

-39.28%

+7.96%

Max Drawdown (1Y)

Largest decline over 1 year

-3.44%

-8.49%

+5.05%

Max Drawdown (3Y)

Largest decline over 3 years

-8.47%

-15.59%

+7.12%

Max Drawdown (5Y)

Largest decline over 5 years

-31.32%

-26.37%

-4.95%

Max Drawdown (10Y)

Largest decline over 10 years

-31.32%

-39.28%

+7.96%

Current Drawdown

Current decline from peak

-14.80%

-0.91%

-13.89%

Average Drawdown

Average peak-to-trough decline

-7.47%

-7.52%

+0.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.23%

2.27%

-1.04%

Volatility

IGIL.L vs. IS3S.DE - Volatility Comparison

The current volatility for iShares Global Inflation Linked Govt Bond UCITS ETF USD Acc (IGIL.L) is 2.09%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 6.05%. This indicates that IGIL.L experiences smaller price fluctuations and is considered to be less risky than IS3S.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IGIL.LIS3S.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.09%

6.05%

-3.96%

Volatility (6M)

Calculated over the trailing 6-month period

4.60%

12.10%

-7.50%

Volatility (1Y)

Calculated over the trailing 1-year period

6.16%

14.93%

-8.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.63%

15.77%

-6.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.91%

16.83%

-7.92%

IGIL.L vs. IS3S.DE - Expense Ratio Comparison

IGIL.L has a 0.20% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.


Dividends

IGIL.L vs. IS3S.DE - Dividend Comparison

Neither IGIL.L nor IS3S.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IGIL.L and IS3S.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGIL.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGIL.L is cheaper with a 0.20% expense ratio, compared with 0.30% for IS3S.DE.

IGIL.L is categorized as Inflation-Protected Bonds, while IS3S.DE is Global Equities. IGIL.L tracks Bloomberg World Government Inflation-Linked Bond Index, while IS3S.DE tracks MSCI World Enhanced Value. Their fees differ too: 0.20% for IGIL.L and 0.30% for IS3S.DE.

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