ILC.AX vs. CORE.AX
ILC.AX (iShares S&P/ASX 20 ETF) and CORE.AX (Schroder Global Core Fund - Active ETF) are both Global Equities funds. ILC.AX is passively managed, while CORE.AX is actively managed. Over the past year, ILC.AX returned 10.72% vs 15.14% for CORE.AX. At a 0.25 correlation, their price movements are largely independent.
Performance
ILC.AX vs. CORE.AX - Performance Comparison
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Returns By Period
In the year-to-date period, ILC.AX achieves a 9.65% return, which is significantly higher than CORE.AX's 4.95% return.
ILC.AX
- 1D
- 0.12%
- 1M
- 1.00%
- 6M
- 9.35%
- YTD
- 9.65%
- 1Y
- 10.72%
- 3Y*
- 12.47%
- 5Y*
- 8.97%
- 10Y*
- 9.58%
CORE.AX
- 1D
- -0.25%
- 1M
- 0.93%
- 6M
- 4.67%
- YTD
- 4.95%
- 1Y
- 15.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ILC.AX vs. CORE.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ILC.AX iShares S&P/ASX 20 ETF | 9.65% | 3.43% |
CORE.AX Schroder Global Core Fund - Active ETF | 4.95% | 12.78% |
Correlation
The correlation between ILC.AX and CORE.AX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.25 |
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Return for Risk
ILC.AX vs. CORE.AX — Risk / Return Rank
ILC.AX
CORE.AX
ILC.AX vs. CORE.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/ASX 20 ETF (ILC.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ILC.AX | CORE.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.68 | -0.08 |
| Martin ratioReturn relative to average drawdown | 3.57 | 4.54 | -0.97 |
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Drawdowns
ILC.AX vs. CORE.AX - Drawdown Comparison
The maximum ILC.AX drawdown since its inception was -31.95%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for ILC.AX and CORE.AX.
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Drawdown Indicators
| ILC.AX | CORE.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.95% | -10.20% | -21.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.57% | -10.20% | +2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -13.62% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -14.27% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | — | — |
Current DrawdownCurrent decline from peak | -1.27% | -1.34% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -5.43% | -2.60% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | — | — |
Volatility
ILC.AX vs. CORE.AX - Volatility Comparison
iShares S&P/ASX 20 ETF (ILC.AX) has a higher volatility of 3.06% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that ILC.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILC.AX | CORE.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 2.12% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 7.39% | +3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 12.44% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.78% | 12.50% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 12.50% | +2.60% |
Dividends
ILC.AX vs. CORE.AX - Dividend Comparison
ILC.AX's dividend yield for the trailing twelve months is around 3.73%, more than CORE.AX's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.68% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ILC.AX iShares S&P/ASX 20 ETF | 3.73% | 4.04% | 4.49% | 4.01% | 6.95% | 3.91% | 1.96% | 5.38% | 4.99% | 4.99% | 4.55% | 5.50% |
Frequently Asked Questions
ILC.AX and CORE.AX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: iShares and Schroder.
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