INRG.L vs. V3AB.L
Compare and contrast key facts about iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L).
INRG.L and V3AB.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INRG.L is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy TR USD. It was launched on Jul 9, 2007. V3AB.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Mar 23, 2021. Both INRG.L and V3AB.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: INRG.L or V3AB.L.
Key characteristics
INRG.L | V3AB.L | |
---|---|---|
YTD Return | -9.65% | 8.94% |
1Y Return | -25.00% | 20.38% |
3Y Return (Ann) | -9.16% | 9.00% |
Sharpe Ratio | -1.04 | 1.93 |
Daily Std Dev | 23.65% | 10.65% |
Max Drawdown | -84.98% | -17.30% |
Current Drawdown | -53.68% | -0.53% |
Correlation
The correlation between INRG.L and V3AB.L is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
INRG.L vs. V3AB.L - Performance Comparison
In the year-to-date period, INRG.L achieves a -9.65% return, which is significantly lower than V3AB.L's 8.94% 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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INRG.L vs. V3AB.L - Expense Ratio Comparison
INRG.L has a 0.65% expense ratio, which is higher than V3AB.L's 0.24% expense ratio.
Risk-Adjusted Performance
INRG.L vs. V3AB.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.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
INRG.L vs. V3AB.L - Dividend Comparison
INRG.L's dividend yield for the trailing twelve months is around 0.01%, while V3AB.L has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Global Clean Energy UCITS ETF USD (Dist) | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.02% | 0.04% | 0.04% | 0.04% | 0.04% | 0.03% | 0.03% |
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INRG.L vs. V3AB.L - Drawdown Comparison
The maximum INRG.L drawdown since its inception was -84.98%, which is greater than V3AB.L's maximum drawdown of -17.30%. Use the drawdown chart below to compare losses from any high point for INRG.L and V3AB.L. For additional features, visit the drawdowns tool.
Volatility
INRG.L vs. V3AB.L - Volatility Comparison
iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) has a higher volatility of 5.72% compared to Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AB.L) at 4.21%. This indicates that INRG.L's price experiences larger fluctuations and is considered to be riskier than V3AB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.