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

Performance

IWFQ.L vs. IUSQ.DE - Performance Comparison

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

Loading charts...

Different Trading Currencies

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

Returns By Period

In the year-to-date period, IWFQ.L achieves a 9.10% return, which is significantly lower than IUSQ.DE's 10.53% return. Both investments have delivered pretty close results over the past 10 years, with IWFQ.L having a 13.31% annualized return and IUSQ.DE not far ahead at 13.49%.


IWFQ.L

1D
1.26%
1M
1.93%
YTD
9.10%
6M
9.45%
1Y
22.98%
3Y*
15.38%
5Y*
11.41%
10Y*
13.31%

IUSQ.DE

1D
1.84%
1M
1.81%
YTD
10.53%
6M
11.48%
1Y
27.70%
3Y*
17.44%
5Y*
12.15%
10Y*
13.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
IWFQ.L
iShares MSCI World Quality Factor UCITS
9.10%7.40%18.93%19.15%-9.55%25.17%10.93%25.86%-2.34%12.47%
IUSQ.DE
iShares MSCI ACWI UCITS ETF (Acc)
10.53%14.69%19.10%16.20%-8.85%20.02%10.86%23.38%-4.65%13.80%

Correlation

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

0.87

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 IWFQ.L and IUSQ.DE has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

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

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

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

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
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.

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

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


IWFQ.LIUSQ.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.28

Omega ratioGain probability vs. loss probability

1.42

1.46

-0.04

Calmar ratioReturn relative to maximum drawdown

3.13

3.95

-0.82

Martin ratioReturn relative to average drawdown

13.32

15.60

-2.27

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

The current IWFQ.L Sharpe Ratio is 2.23, which is comparable to the IUSQ.DE Sharpe Ratio of 2.47. The chart below compares the historical Sharpe Ratios of IWFQ.L and IUSQ.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

IWFQ.L vs. IUSQ.DE - Drawdown Comparison

The maximum IWFQ.L drawdown since its inception was -40.49%, which is greater than IUSQ.DE's maximum drawdown of -26.18%. Use the drawdown chart below to compare losses from any high point for IWFQ.L and IUSQ.DE.


Loading charts...

Drawdown Indicators


IWFQ.LIUSQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.49%

-26.18%

-14.31%

Max Drawdown (1Y)

Largest decline over 1 year

-7.01%

-6.99%

-0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-20.20%

-19.02%

-1.18%

Max Drawdown (5Y)

Largest decline over 5 years

-20.20%

-19.02%

-1.18%

Max Drawdown (10Y)

Largest decline over 10 years

-23.91%

-26.18%

+2.27%

Current Drawdown

Current decline from peak

0.00%

-1.46%

+1.46%

Average Drawdown

Average peak-to-trough decline

-8.98%

-3.80%

-5.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

1.77%

-0.12%

Volatility

IWFQ.L vs. IUSQ.DE - Volatility Comparison

The current volatility for iShares MSCI World Quality Factor UCITS (IWFQ.L) is 2.81%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.43%. This indicates that IWFQ.L experiences smaller price fluctuations and is considered to be less risky than IUSQ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IWFQ.LIUSQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.81%

3.43%

-0.62%

Volatility (6M)

Calculated over the trailing 6-month period

7.26%

8.33%

-1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

9.86%

11.18%

-1.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

13.53%

+5.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.33%

14.82%

+2.51%

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

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


Dividends

IWFQ.L vs. IUSQ.DE - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


IWFQ.L and IUSQ.DE 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, 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.

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

Portfolio Optimizer

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

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer