IMV.L vs. MVEE.L
Compare and contrast key facts about iShares Edge MSCI Europe Min Volatility UCITS (IMV.L) and iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) (MVEE.L).
IMV.L and MVEE.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMV.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Nov 30, 2012. MVEE.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Apr 17, 2020. Both IMV.L and MVEE.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: IMV.L or MVEE.L.
Correlation
The correlation between IMV.L and MVEE.L is 0.96, 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
IMV.L vs. MVEE.L - Performance Comparison
Key characteristics
IMV.L:
1.57
MVEE.L:
1.03
IMV.L:
2.28
MVEE.L:
1.51
IMV.L:
1.27
MVEE.L:
1.18
IMV.L:
2.46
MVEE.L:
1.54
IMV.L:
7.11
MVEE.L:
3.87
IMV.L:
1.74%
MVEE.L:
2.35%
IMV.L:
7.88%
MVEE.L:
8.80%
IMV.L:
-24.48%
MVEE.L:
-17.89%
IMV.L:
-0.96%
MVEE.L:
-1.00%
Returns By Period
In the year-to-date period, IMV.L achieves a 6.71% return, which is significantly higher than MVEE.L's 5.62% return.
IMV.L
6.71%
1.77%
4.02%
12.69%
4.78%
6.94%
MVEE.L
5.62%
1.03%
2.16%
9.05%
N/A
N/A
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IMV.L vs. MVEE.L - Expense Ratio Comparison
Both IMV.L and MVEE.L have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IMV.L vs. MVEE.L — Risk-Adjusted Performance Rank
IMV.L
MVEE.L
IMV.L vs. MVEE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Min Volatility UCITS (IMV.L) and iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) (MVEE.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
IMV.L vs. MVEE.L - Dividend Comparison
Neither IMV.L nor MVEE.L has paid dividends to shareholders.
Drawdowns
IMV.L vs. MVEE.L - Drawdown Comparison
The maximum IMV.L drawdown since its inception was -24.48%, which is greater than MVEE.L's maximum drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for IMV.L and MVEE.L. For additional features, visit the drawdowns tool.
Volatility
IMV.L vs. MVEE.L - Volatility Comparison
The current volatility for iShares Edge MSCI Europe Min Volatility UCITS (IMV.L) is 2.83%, while iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) (MVEE.L) has a volatility of 2.98%. This indicates that IMV.L experiences smaller price fluctuations and is considered to be less risky than MVEE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.