IWDA.AS vs. WINC.AS
IWDA.AS (iShares Core MSCI World UCITS ETF USD (Acc)) and WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) are both exchange-traded funds - IWDA.AS is a Global Equities fund tracking the MSCI ACWI NR USD, while WINC.AS is a Global Equity Income fund actively managed by iShares. IWDA.AS is passively managed, while WINC.AS is actively managed. Over the past year, IWDA.AS returned 23.84% vs 22.52% for WINC.AS. A 0.72 correlation means they provide meaningful diversification when combined. IWDA.AS charges 0.20%/yr vs 0.35%/yr for WINC.AS.
Performance
IWDA.AS vs. WINC.AS - Performance Comparison
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Different Trading Currencies
IWDA.AS is traded in EUR, while WINC.AS is traded in USD. To make them comparable, the WINC.AS values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IWDA.AS achieves a 11.10% return, which is significantly higher than WINC.AS's 9.49% return.
IWDA.AS
- 1D
- -0.31%
- 1M
- 5.58%
- YTD
- 11.10%
- 6M
- 11.60%
- 1Y
- 23.84%
- 3Y*
- 17.67%
- 5Y*
- 12.89%
- 10Y*
- 12.88%
WINC.AS
- 1D
- -0.33%
- 1M
- 3.94%
- YTD
- 9.49%
- 6M
- 10.50%
- 1Y
- 22.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWDA.AS vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 11.10% | 7.08% | 14.86% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.49% | 7.70% | 12.74% |
Correlation
The correlation between IWDA.AS and WINC.AS is 0.83, 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 | 0.83 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2024 | 0.72 |
The correlation between IWDA.AS and WINC.AS shifts across timeframes, from 0.72 (all time) to 0.83 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IWDA.AS vs. WINC.AS — Risk / Return Rank
IWDA.AS
WINC.AS
IWDA.AS vs. WINC.AS - 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 World Equity High Income UCITS ETF USD Inc (WINC.AS). 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.
| IWDA.AS | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.38 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 5.27 | -1.62 |
| Martin ratioReturn relative to average drawdown | 14.56 | 18.52 | -3.97 |
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
| IWDA.AS | WINC.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.16 | 2.06 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 1.18 | -0.36 |
Drawdowns
IWDA.AS vs. WINC.AS - Drawdown Comparison
The maximum IWDA.AS drawdown since its inception was -33.63%, which is greater than WINC.AS's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for IWDA.AS and WINC.AS.
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Drawdown Indicators
| IWDA.AS | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.63% | -18.74% | -14.89% |
Max Drawdown (1Y)Largest decline over 1 year | -6.45% | -4.26% | -2.19% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -0.69% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -3.04% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.21% | +0.42% |
Volatility
IWDA.AS vs. WINC.AS - Volatility Comparison
The current volatility for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) is 2.79%, while iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) has a volatility of 2.94%. This indicates that IWDA.AS experiences smaller price fluctuations and is considered to be less risky than WINC.AS 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 | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 2.94% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 8.04% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.96% | 10.89% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 14.39% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.00% | 14.39% | +0.61% |
IWDA.AS vs. WINC.AS - Expense Ratio Comparison
IWDA.AS has a 0.20% expense ratio, which is lower than WINC.AS's 0.35% expense ratio.
Dividends
IWDA.AS vs. WINC.AS - Dividend Comparison
IWDA.AS has not paid dividends to shareholders, while WINC.AS's dividend yield for the trailing twelve months is around 9.70%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.70% | 9.38% | 4.88% |
Frequently Asked Questions
IWDA.AS and WINC.AS have a correlation of 0.83, 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 0.35% for WINC.AS.
IWDA.AS is categorized as Global Equities, while WINC.AS is Global Equity Income. Their fees differ too: 0.20% for IWDA.AS and 0.35% for WINC.AS.
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