IS3T.DE vs. SPPW.DE
Compare and contrast key facts about iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and SPDR MSCI World UCITS ETF (SPPW.DE).
IS3T.DE and SPPW.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3T.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Mid Cap Equal Weighted. It was launched on Oct 3, 2014. SPPW.DE is a passively managed fund by State Street that tracks the performance of the MSCI World. It was launched on Feb 28, 2019. Both IS3T.DE and SPPW.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IS3T.DE or SPPW.DE.
Correlation
The correlation between IS3T.DE and SPPW.DE is 0.93, 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
IS3T.DE vs. SPPW.DE - Performance Comparison
Key characteristics
IS3T.DE:
1.49
SPPW.DE:
2.18
IS3T.DE:
2.12
SPPW.DE:
2.98
IS3T.DE:
1.27
SPPW.DE:
1.44
IS3T.DE:
2.41
SPPW.DE:
3.06
IS3T.DE:
8.50
SPPW.DE:
14.14
IS3T.DE:
1.95%
SPPW.DE:
1.77%
IS3T.DE:
11.18%
SPPW.DE:
11.50%
IS3T.DE:
-36.87%
SPPW.DE:
-33.69%
IS3T.DE:
-0.72%
SPPW.DE:
-0.19%
Returns By Period
In the year-to-date period, IS3T.DE achieves a 4.17% return, which is significantly lower than SPPW.DE's 4.55% return.
IS3T.DE
4.17%
1.34%
10.66%
15.71%
6.50%
N/A
SPPW.DE
4.55%
1.48%
15.20%
23.97%
12.59%
N/A
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IS3T.DE vs. SPPW.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is higher than SPPW.DE's 0.12% expense ratio.
Risk-Adjusted Performance
IS3T.DE vs. SPPW.DE — Risk-Adjusted Performance Rank
IS3T.DE
SPPW.DE
IS3T.DE vs. SPPW.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and SPDR MSCI World UCITS ETF (SPPW.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.
Dividends
IS3T.DE vs. SPPW.DE - Dividend Comparison
Neither IS3T.DE nor SPPW.DE has paid dividends to shareholders.
Drawdowns
IS3T.DE vs. SPPW.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than SPPW.DE's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and SPPW.DE. For additional features, visit the drawdowns tool.
Volatility
IS3T.DE vs. SPPW.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.85%, while SPDR MSCI World UCITS ETF (SPPW.DE) has a volatility of 3.15%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than SPPW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.