ISWIX vs. SWDA.L
Compare and contrast key facts about Voya Solution Income Portfolio (ISWIX) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
ISWIX is managed by Voya. It was launched on Apr 28, 2005. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISWIX or SWDA.L.
Correlation
The correlation between ISWIX and SWDA.L is 0.58, 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
ISWIX vs. SWDA.L - Performance Comparison
Key characteristics
ISWIX:
1.79
SWDA.L:
1.87
ISWIX:
2.56
SWDA.L:
2.66
ISWIX:
1.33
SWDA.L:
1.35
ISWIX:
0.51
SWDA.L:
3.24
ISWIX:
7.98
SWDA.L:
13.93
ISWIX:
1.21%
SWDA.L:
1.41%
ISWIX:
5.39%
SWDA.L:
10.52%
ISWIX:
-28.80%
SWDA.L:
-25.58%
ISWIX:
-10.85%
SWDA.L:
-0.86%
Returns By Period
In the year-to-date period, ISWIX achieves a 2.38% return, which is significantly lower than SWDA.L's 3.89% return. Over the past 10 years, ISWIX has underperformed SWDA.L with an annualized return of 1.79%, while SWDA.L has yielded a comparatively higher 12.46% annualized return.
ISWIX
2.38%
1.99%
2.57%
8.69%
0.54%
1.79%
SWDA.L
3.89%
1.29%
12.11%
20.24%
12.40%
12.46%
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ISWIX vs. SWDA.L - Expense Ratio Comparison
ISWIX has a 0.25% expense ratio, which is higher than SWDA.L's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ISWIX vs. SWDA.L — Risk-Adjusted Performance Rank
ISWIX
SWDA.L
ISWIX vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Income Portfolio (ISWIX) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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
ISWIX vs. SWDA.L - Dividend Comparison
ISWIX's dividend yield for the trailing twelve months is around 2.92%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | 2.92% | 2.99% | 3.24% | 5.20% | 3.15% | 2.51% | 3.10% | 2.90% | 2.49% | 1.26% | 3.21% | 2.84% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISWIX vs. SWDA.L - Drawdown Comparison
The maximum ISWIX drawdown since its inception was -28.80%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for ISWIX and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
ISWIX vs. SWDA.L - Volatility Comparison
The current volatility for Voya Solution Income Portfolio (ISWIX) is 1.32%, while iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a volatility of 3.03%. This indicates that ISWIX experiences smaller price fluctuations and is considered to be less risky than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.