IGSG.AS vs. IGSU.L
Compare and contrast key facts about iShares Dow Jones Global Sustainability Screened UCITS ETF (IGSG.AS) and iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L).
IGSG.AS and IGSU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGSG.AS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Feb 25, 2011. IGSU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Feb 25, 2011. Both IGSG.AS and IGSU.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGSG.AS or IGSU.L.
Key characteristics
| IGSG.AS | IGSU.L | |
|---|---|---|
| YTD Return | 12.57% | 12.41% |
| 1Y Return | 16.18% | 20.67% |
| 3Y Return (Ann) | 9.09% | 6.94% |
| 5Y Return (Ann) | 11.64% | 11.86% |
| 10Y Return (Ann) | 10.09% | 8.54% |
| Sharpe Ratio | 1.76 | 1.80 |
| Daily Std Dev | 10.39% | 11.80% |
| Max Drawdown | -32.91% | -33.33% |
| Current Drawdown | -1.33% | -0.60% |
Correlation
The correlation between IGSG.AS and IGSU.L is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IGSG.AS vs. IGSU.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with IGSG.AS having a 12.57% return and IGSU.L slightly lower at 12.41%. Over the past 10 years, IGSG.AS has outperformed IGSU.L with an annualized return of 10.09%, while IGSU.L has yielded a comparatively lower 8.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IGSG.AS vs. IGSU.L - Expense Ratio Comparison
Both IGSG.AS and IGSU.L have an expense ratio of 0.60%.
Risk-Adjusted Performance
IGSG.AS vs. IGSU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF (IGSG.AS) and iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L). 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.
Dividends
IGSG.AS vs. IGSU.L - Dividend Comparison
Neither IGSG.AS nor IGSU.L has paid dividends to shareholders.
Drawdowns
IGSG.AS vs. IGSU.L - Drawdown Comparison
The maximum IGSG.AS drawdown since its inception was -32.91%, roughly equal to the maximum IGSU.L drawdown of -33.33%. Use the drawdown chart below to compare losses from any high point for IGSG.AS and IGSU.L. For additional features, visit the drawdowns tool.
Volatility
IGSG.AS vs. IGSU.L - Volatility Comparison
iShares Dow Jones Global Sustainability Screened UCITS ETF (IGSG.AS) has a higher volatility of 3.63% compared to iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) at 3.30%. This indicates that IGSG.AS's price experiences larger fluctuations and is considered to be riskier than IGSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.