IGSG.L vs. CIND.L
Compare and contrast key facts about iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSG.L) and iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L).
IGSG.L and CIND.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGSG.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. CIND.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jan 26, 2010. Both IGSG.L and CIND.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.L or CIND.L.
Key characteristics
IGSG.L | CIND.L | |
---|---|---|
YTD Return | 13.28% | 18.14% |
1Y Return | 18.58% | 30.15% |
3Y Return (Ann) | 7.57% | 8.45% |
5Y Return (Ann) | 11.58% | 11.30% |
10Y Return (Ann) | 11.26% | 11.35% |
Sharpe Ratio | 1.96 | 2.61 |
Sortino Ratio | 2.74 | 3.69 |
Omega Ratio | 1.36 | 1.48 |
Calmar Ratio | 3.33 | 5.11 |
Martin Ratio | 13.91 | 14.14 |
Ulcer Index | 1.32% | 1.98% |
Daily Std Dev | 9.32% | 10.83% |
Max Drawdown | -24.74% | -36.68% |
Current Drawdown | -0.06% | -0.52% |
Correlation
The correlation between IGSG.L and CIND.L is 0.79, 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.L vs. CIND.L - Performance Comparison
In the year-to-date period, IGSG.L achieves a 13.28% return, which is significantly lower than CIND.L's 18.14% return. Both investments have delivered pretty close results over the past 10 years, with IGSG.L having a 11.26% annualized return and CIND.L not far ahead at 11.35%. 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.L vs. CIND.L - Expense Ratio Comparison
IGSG.L has a 0.60% expense ratio, which is higher than CIND.L's 0.33% expense ratio.
Risk-Adjusted Performance
IGSG.L vs. CIND.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSG.L) and iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.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.L vs. CIND.L - Dividend Comparison
Neither IGSG.L nor CIND.L has paid dividends to shareholders.
Drawdowns
IGSG.L vs. CIND.L - Drawdown Comparison
The maximum IGSG.L drawdown since its inception was -24.74%, smaller than the maximum CIND.L drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for IGSG.L and CIND.L. For additional features, visit the drawdowns tool.
Volatility
IGSG.L vs. CIND.L - Volatility Comparison
The current volatility for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSG.L) is 2.94%, while iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) has a volatility of 4.26%. This indicates that IGSG.L experiences smaller price fluctuations and is considered to be less risky than CIND.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.