IWDA.AS vs. 2B76.DE
IWDA.AS (iShares Core MSCI World UCITS ETF USD (Acc)) and 2B76.DE (iShares Automation & Robotics UCITS ETF) are both exchange-traded funds - IWDA.AS is a Global Equities fund tracking the MSCI World Index, while 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Both are passively managed. Over the past 5 years, IWDA.AS returned 12.46%/yr vs 11.53%/yr for 2B76.DE. Their correlation of 0.85 suggests significant overlap in exposure. IWDA.AS charges 0.20%/yr vs 0.40%/yr for 2B76.DE.
Performance
IWDA.AS vs. 2B76.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IWDA.AS achieves a 10.11% return, which is significantly lower than 2B76.DE's 29.17% return.
IWDA.AS
- 1D
- 1.59%
- 1M
- 0.67%
- YTD
- 10.11%
- 6M
- 11.35%
- 1Y
- 23.74%
- 3Y*
- 16.75%
- 5Y*
- 12.46%
- 10Y*
- 12.98%
2B76.DE
- 1D
- 3.99%
- 1M
- 3.63%
- YTD
- 29.17%
- 6M
- 29.54%
- 1Y
- 44.07%
- 3Y*
- 17.30%
- 5Y*
- 11.53%
- 10Y*
- —
IWDA.AS vs. 2B76.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 10.11% | 7.08% | 27.23% | 19.89% | -13.54% | 32.54% | 6.20% | 29.58% | -4.16% | 7.49% |
2B76.DE iShares Automation & Robotics UCITS ETF | 29.17% | 4.50% | 12.12% | 35.00% | -31.03% | 32.23% | 26.14% | 41.93% | -15.52% | 29.41% |
Correlation
The correlation between IWDA.AS and 2B76.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.85 |
The correlation between IWDA.AS and 2B76.DE has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.
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Return for Risk
IWDA.AS vs. 2B76.DE — Risk / Return Rank
IWDA.AS
2B76.DE
IWDA.AS vs. 2B76.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) and iShares Automation & Robotics UCITS ETF (2B76.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.
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.
| IWDA.AS | 2B76.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 3.35 | +0.22 |
| Martin ratioReturn relative to average drawdown | 14.14 | 10.06 | +4.08 |
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Drawdowns
IWDA.AS vs. 2B76.DE - Drawdown Comparison
The maximum IWDA.AS drawdown since its inception was -33.63%, smaller than the maximum 2B76.DE drawdown of -35.50%. Use the drawdown chart below to compare losses from any high point for IWDA.AS and 2B76.DE.
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Drawdown Indicators
| IWDA.AS | 2B76.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.63% | -35.50% | +1.87% |
Max Drawdown (1Y)Largest decline over 1 year | -6.45% | -12.67% | +6.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -29.47% | +7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | -35.50% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | — | — |
Current DrawdownCurrent decline from peak | -1.19% | -1.05% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -9.61% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 4.22% | -2.58% |
Volatility
IWDA.AS vs. 2B76.DE - Volatility Comparison
The current volatility for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) is 3.07%, while iShares Automation & Robotics UCITS ETF (2B76.DE) has a volatility of 8.78%. This indicates that IWDA.AS experiences smaller price fluctuations and is considered to be less risky than 2B76.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWDA.AS | 2B76.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 8.78% | -5.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.94% | 18.04% | -10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 22.53% | -11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 21.97% | -7.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.00% | 22.42% | -7.42% |
IWDA.AS vs. 2B76.DE - Expense Ratio Comparison
IWDA.AS has a 0.20% expense ratio, which is lower than 2B76.DE's 0.40% expense ratio.
Dividends
IWDA.AS vs. 2B76.DE - Dividend Comparison
Neither IWDA.AS nor 2B76.DE has paid dividends to shareholders.
Frequently Asked Questions
IWDA.AS and 2B76.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.AS is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.AS is cheaper with a 0.20% expense ratio, compared with 0.40% for 2B76.DE.
IWDA.AS is categorized as Global Equities, while 2B76.DE is Robotics. IWDA.AS tracks MSCI World Index, while 2B76.DE tracks iSTOXX® FactSet Automation & Robotics. Their fees differ too: 0.20% for IWDA.AS and 0.40% for 2B76.DE.
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