IS3R.DE vs. GERD.DE
Compare and contrast key facts about iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) and L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE).
IS3R.DE and GERD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3R.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum. It was launched on Oct 3, 2014. GERD.DE is a passively managed fund by LGIM Managers (Europe) Limited that tracks the performance of the Solactive Gerd Kommer Multifactor Equity. It was launched on Jun 14, 2023. Both IS3R.DE and GERD.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IS3R.DE vs. GERD.DE - Performance Comparison
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IS3R.DE vs. GERD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | -0.78% | 8.37% | 37.95% | 8.87% |
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 1.53% | 10.26% | 18.54% | 7.85% |
Returns By Period
In the year-to-date period, IS3R.DE achieves a -0.78% return, which is significantly lower than GERD.DE's 1.53% return.
IS3R.DE
- 1D
- -0.40%
- 1M
- -0.58%
- YTD
- -0.78%
- 6M
- 1.10%
- 1Y
- 11.87%
- 3Y*
- 17.59%
- 5Y*
- 10.18%
- 10Y*
- 13.31%
GERD.DE
- 1D
- 0.11%
- 1M
- -1.83%
- YTD
- 1.53%
- 6M
- 3.82%
- 1Y
- 13.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IS3R.DE vs. GERD.DE - Expense Ratio Comparison
IS3R.DE has a 0.30% expense ratio, which is lower than GERD.DE's 0.50% expense ratio.
Return for Risk
IS3R.DE vs. GERD.DE — Risk / Return Rank
IS3R.DE
GERD.DE
IS3R.DE vs. GERD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) and L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE). 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.
| IS3R.DE | GERD.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.90 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.24 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.81 | -0.81 |
Martin ratioReturn relative to average drawdown | 7.59 | 10.86 | -3.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3R.DE | GERD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.90 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 1.05 | -0.30 |
Correlation
The correlation between IS3R.DE and GERD.DE is 0.72, 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.
Dividends
IS3R.DE vs. GERD.DE - Dividend Comparison
Neither IS3R.DE nor GERD.DE has paid dividends to shareholders.
Drawdowns
IS3R.DE vs. GERD.DE - Drawdown Comparison
The maximum IS3R.DE drawdown since its inception was -30.77%, which is greater than GERD.DE's maximum drawdown of -19.22%. Use the drawdown chart below to compare losses from any high point for IS3R.DE and GERD.DE.
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Drawdown Indicators
| IS3R.DE | GERD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.77% | -19.22% | -11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -8.95% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.77% | — | — |
Current DrawdownCurrent decline from peak | -5.10% | -4.18% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -2.33% | -3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 1.71% | +0.65% |
Volatility
IS3R.DE vs. GERD.DE - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a higher volatility of 7.54% compared to L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) at 4.46%. This indicates that IS3R.DE's price experiences larger fluctuations and is considered to be riskier than GERD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3R.DE | GERD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 4.46% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 8.42% | +4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 15.28% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 12.97% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 12.97% | +4.10% |