ISDU.L vs. SPWO
Compare and contrast key facts about iShares MSCI USA Islamic UCITS ETF (ISDU.L) and SP Funds S&P World ETF (SPWO).
ISDU.L and SPWO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISDU.L is a passively managed fund by iShares that tracks the performance of the MSCI USA Islamic Index. It was launched on Dec 7, 2007. SPWO is a passively managed fund by SP Funds that tracks the performance of the S&P DM Ex-U.S. & EM 50/50 Shariah Index - Benchmark TR Net. It was launched on Dec 19, 2023. Both ISDU.L and SPWO 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
ISDU.L vs. SPWO - Performance Comparison
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ISDU.L vs. SPWO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ISDU.L iShares MSCI USA Islamic UCITS ETF | -0.55% | 16.32% | 9.36% | 0.44% |
SPWO SP Funds S&P World ETF | 4.71% | 26.32% | 9.25% | 2.96% |
Returns By Period
In the year-to-date period, ISDU.L achieves a -0.55% return, which is significantly lower than SPWO's 4.71% return.
ISDU.L
- 1D
- 2.16%
- 1M
- -3.22%
- YTD
- -0.55%
- 6M
- 3.13%
- 1Y
- 24.73%
- 3Y*
- 13.70%
- 5Y*
- 10.58%
- 10Y*
- 10.54%
SPWO
- 1D
- 1.10%
- 1M
- -7.11%
- YTD
- 4.71%
- 6M
- 6.19%
- 1Y
- 30.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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ISDU.L vs. SPWO - Expense Ratio Comparison
ISDU.L has a 0.30% expense ratio, which is lower than SPWO's 0.55% expense ratio.
Return for Risk
ISDU.L vs. SPWO — Risk / Return Rank
ISDU.L
SPWO
ISDU.L vs. SPWO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Islamic UCITS ETF (ISDU.L) and SP Funds S&P World ETF (SPWO). 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.
| ISDU.L | SPWO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.52 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.10 | 2.10 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.30 | +0.41 |
Martin ratioReturn relative to average drawdown | 11.01 | 8.57 | +2.44 |
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
| ISDU.L | SPWO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.52 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.04 | -0.47 |
Correlation
The correlation between ISDU.L and SPWO is 0.46, 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.
Dividends
ISDU.L vs. SPWO - Dividend Comparison
ISDU.L's dividend yield for the trailing twelve months is around 0.74%, less than SPWO's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISDU.L iShares MSCI USA Islamic UCITS ETF | 0.74% | 0.74% | 0.90% | 1.10% | 1.52% | 1.01% | 1.39% | 1.37% | 1.49% | 1.38% | 1.34% | 1.43% |
SPWO SP Funds S&P World ETF | 1.24% | 1.29% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISDU.L vs. SPWO - Drawdown Comparison
The maximum ISDU.L drawdown since its inception was -37.79%, which is greater than SPWO's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for ISDU.L and SPWO.
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Drawdown Indicators
| ISDU.L | SPWO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.79% | -18.03% | -19.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -13.75% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.01% | — | — |
Current DrawdownCurrent decline from peak | -4.70% | -9.53% | +4.83% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -2.86% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 3.69% | -1.49% |
Volatility
ISDU.L vs. SPWO - Volatility Comparison
The current volatility for iShares MSCI USA Islamic UCITS ETF (ISDU.L) is 4.12%, while SP Funds S&P World ETF (SPWO) has a volatility of 8.76%. This indicates that ISDU.L experiences smaller price fluctuations and is considered to be less risky than SPWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISDU.L | SPWO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 8.76% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 14.90% | -5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 20.32% | -3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 18.41% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.07% | 18.41% | -2.34% |