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IUSQ.DE vs. IWFQ.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IUSQ.DE vs. IWFQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and iShares MSCI World Quality Factor UCITS (IWFQ.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IUSQ.DE is traded in EUR, while IWFQ.L is traded in GBp. To make them comparable, the IWFQ.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IUSQ.DE achieves a 11.73% return, which is significantly higher than IWFQ.L's 10.28% return. Both investments have delivered pretty close results over the past 10 years, with IUSQ.DE having a 12.55% annualized return and IWFQ.L not far behind at 12.37%.


IUSQ.DE

1D
1.86%
1M
0.87%
YTD
11.73%
6M
13.44%
1Y
26.48%
3Y*
17.12%
5Y*
12.02%
10Y*
12.55%

IWFQ.L

1D
1.18%
1M
2.78%
YTD
10.28%
6M
11.32%
1Y
21.29%
3Y*
15.02%
5Y*
11.27%
10Y*
12.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSQ.DE vs. IWFQ.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IUSQ.DE
iShares MSCI ACWI UCITS ETF (Acc)
11.73%9.02%24.53%18.57%-13.58%29.13%4.94%30.14%-5.97%9.14%
IWFQ.L
iShares MSCI World Quality Factor UCITS
10.28%1.80%24.66%21.68%-14.21%33.31%4.90%33.87%-3.54%8.03%

Correlation

The correlation between IUSQ.DE and IWFQ.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 (3Y)
Calculated over the trailing 3-year period

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2014

0.89

The correlation between IUSQ.DE and IWFQ.L has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.

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Return for Risk

IUSQ.DE vs. IWFQ.L — Risk / Return Rank

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

IUSQ.DE
IUSQ.DE Risk / Return Rank: 8282
Overall Rank
IUSQ.DE Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IUSQ.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
IUSQ.DE Omega Ratio Rank: 8080
Omega Ratio Rank
IUSQ.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
IUSQ.DE Martin Ratio Rank: 8787
Martin Ratio Rank

IWFQ.L
IWFQ.L Risk / Return Rank: 7878
Overall Rank
IWFQ.L Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IWFQ.L Sortino Ratio Rank: 8282
Sortino Ratio Rank
IWFQ.L Omega Ratio Rank: 8181
Omega Ratio Rank
IWFQ.L Calmar Ratio Rank: 7171
Calmar Ratio Rank
IWFQ.L Martin Ratio Rank: 7979
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.

IUSQ.DE vs. IWFQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and iShares MSCI World Quality Factor UCITS (IWFQ.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IUSQ.DEIWFQ.LDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.31

Omega ratioGain probability vs. loss probability

1.41

1.36

+0.05

Calmar ratioReturn relative to maximum drawdown

3.97

3.10

+0.87

Martin ratioReturn relative to average drawdown

16.29

13.11

+3.18

IUSQ.DE vs. IWFQ.L - Sharpe Ratio Comparison

The current IUSQ.DE Sharpe Ratio is 2.21, which is comparable to the IWFQ.L Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of IUSQ.DE and IWFQ.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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Drawdowns

IUSQ.DE vs. IWFQ.L - Drawdown Comparison

The maximum IUSQ.DE drawdown since its inception was -33.60%, smaller than the maximum IWFQ.L drawdown of -41.48%. Use the drawdown chart below to compare losses from any high point for IUSQ.DE and IWFQ.L.


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Drawdown Indicators


IUSQ.DEIWFQ.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.60%

-41.48%

+7.88%

Max Drawdown (1Y)

Largest decline over 1 year

-6.48%

-6.51%

+0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-21.25%

-20.22%

-1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-21.25%

-20.22%

-1.03%

Max Drawdown (10Y)

Largest decline over 10 years

-33.60%

-31.50%

-2.10%

Current Drawdown

Current decline from peak

-1.37%

0.00%

-1.37%

Average Drawdown

Average peak-to-trough decline

-4.18%

-10.55%

+6.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.58%

1.54%

+0.04%

Volatility

IUSQ.DE vs. IWFQ.L - Volatility Comparison

iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a higher volatility of 3.41% compared to iShares MSCI World Quality Factor UCITS (IWFQ.L) at 2.28%. This indicates that IUSQ.DE's price experiences larger fluctuations and is considered to be riskier than IWFQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IUSQ.DEIWFQ.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

2.28%

+1.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.53%

7.42%

+1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

11.69%

10.46%

+1.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.97%

19.75%

-5.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.03%

17.86%

-2.83%

IUSQ.DE vs. IWFQ.L - Expense Ratio Comparison

IUSQ.DE has a 0.20% expense ratio, which is lower than IWFQ.L's 0.30% expense ratio.


Dividends

IUSQ.DE vs. IWFQ.L - Dividend Comparison

Neither IUSQ.DE nor IWFQ.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IUSQ.DE and IWFQ.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, IUSQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSQ.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for IWFQ.L.

IUSQ.DE tracks MSCI All Country World (ACWI), while IWFQ.L tracks MSCI ACWI NR USD. Their fees differ too: 0.20% for IUSQ.DE and 0.30% for IWFQ.L.

Portfolio Optimizer

Find the right allocation for IUSQ.DE and IWFQ.L

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