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IQSS.L vs. FWRA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQSS.L vs. FWRA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L) and Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IQSS.L is traded in GBp, while FWRA.L is traded in USD. To make them comparable, the FWRA.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, IQSS.L achieves a 14.34% return, which is significantly higher than FWRA.L's 12.15% return.


IQSS.L

1D
-0.06%
1M
6.33%
YTD
14.34%
6M
15.71%
1Y
32.16%
3Y*
5Y*
10Y*

FWRA.L

1D
0.00%
1M
5.33%
YTD
12.15%
6M
12.33%
1Y
30.18%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IQSS.L vs. FWRA.L - Yearly Performance Comparison


Correlation

The correlation between IQSS.L and FWRA.L is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (All Time)
Calculated using the full available price history since Jul 11, 2024

0.85

The correlation between IQSS.L and FWRA.L has been stable across timeframes, ranging from 0.85 to 0.86 - a consistent structural relationship.

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Return for Risk

IQSS.L vs. FWRA.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IQSS.L
IQSS.L Risk / Return Rank: 8888
Overall Rank
IQSS.L Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IQSS.L Sortino Ratio Rank: 8989
Sortino Ratio Rank
IQSS.L Omega Ratio Rank: 8888
Omega Ratio Rank
IQSS.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
IQSS.L Martin Ratio Rank: 8989
Martin Ratio Rank

FWRA.L
FWRA.L Risk / Return Rank: 7373
Overall Rank
FWRA.L Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FWRA.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
FWRA.L Omega Ratio Rank: 7373
Omega Ratio Rank
FWRA.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
FWRA.L Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IQSS.L vs. FWRA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L) and Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.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.


IQSS.LFWRA.LDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.54

1.49

+0.06

Calmar ratioReturn relative to maximum drawdown

4.70

4.33

+0.37

Martin ratioReturn relative to average drawdown

19.62

16.50

+3.11

IQSS.L vs. FWRA.L - Sharpe Ratio Comparison

The current IQSS.L Sharpe Ratio is 2.86, which is comparable to the FWRA.L Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of IQSS.L and FWRA.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IQSS.LFWRA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.86

2.54

+0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

1.35

1.44

-0.09

Drawdowns

IQSS.L vs. FWRA.L - Drawdown Comparison

The maximum IQSS.L drawdown since its inception was -18.91%, which is greater than FWRA.L's maximum drawdown of -17.86%. Use the drawdown chart below to compare losses from any high point for IQSS.L and FWRA.L.


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Drawdown Indicators


IQSS.LFWRA.LDifference

Max Drawdown

Largest peak-to-trough decline

-18.91%

-17.86%

-1.05%

Max Drawdown (1Y)

Largest decline over 1 year

-6.81%

-6.91%

+0.10%

Current Drawdown

Current decline from peak

-0.22%

-0.38%

+0.16%

Average Drawdown

Average peak-to-trough decline

-2.86%

-2.09%

-0.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

1.82%

-0.18%

Volatility

IQSS.L vs. FWRA.L - Volatility Comparison

The current volatility for Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L) is 3.21%, while Invesco FTSE All-World UCITS ETF USD Accumulation (FWRA.L) has a volatility of 3.67%. This indicates that IQSS.L experiences smaller price fluctuations and is considered to be less risky than FWRA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IQSS.LFWRA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.21%

3.67%

-0.46%

Volatility (6M)

Calculated over the trailing 6-month period

8.26%

9.28%

-1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

11.18%

11.79%

-0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.10%

12.93%

+1.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.10%

12.93%

+1.17%

IQSS.L vs. FWRA.L - Expense Ratio Comparison

IQSS.L has a 0.60% expense ratio, which is higher than FWRA.L's 0.15% expense ratio.


Dividends

IQSS.L vs. FWRA.L - Dividend Comparison

Neither IQSS.L nor FWRA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IQSS.L and FWRA.L have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FWRA.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FWRA.L is cheaper with a 0.15% expense ratio, compared with 0.60% for IQSS.L.

IQSS.L is categorized as ESG, while FWRA.L is Global Equities. Their fees differ too: 0.60% for IQSS.L and 0.15% for FWRA.L.

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