IWFS.L vs. URTH
Compare and contrast key facts about iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and iShares MSCI World ETF (URTH).
IWFS.L and URTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWFS.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 3, 2014. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. Both IWFS.L and URTH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWFS.L or URTH.
Correlation
The correlation between IWFS.L and URTH is 0.65, 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
IWFS.L vs. URTH - Performance Comparison
Key characteristics
IWFS.L:
1.42
URTH:
1.63
IWFS.L:
2.03
URTH:
2.22
IWFS.L:
1.26
URTH:
1.29
IWFS.L:
2.60
URTH:
2.41
IWFS.L:
7.00
URTH:
9.51
IWFS.L:
2.07%
URTH:
2.08%
IWFS.L:
10.34%
URTH:
12.19%
IWFS.L:
-29.90%
URTH:
-34.01%
IWFS.L:
-0.50%
URTH:
-0.06%
Returns By Period
The year-to-date returns for both stocks are quite close, with IWFS.L having a 4.26% return and URTH slightly lower at 4.16%. Over the past 10 years, IWFS.L has underperformed URTH with an annualized return of 8.21%, while URTH has yielded a comparatively higher 10.41% annualized return.
IWFS.L
4.26%
3.49%
10.52%
12.78%
6.37%
8.21%
URTH
4.16%
5.00%
10.62%
19.14%
11.59%
10.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWFS.L vs. URTH - Expense Ratio Comparison
IWFS.L has a 0.30% expense ratio, which is higher than URTH's 0.24% expense ratio.
Risk-Adjusted Performance
IWFS.L vs. URTH — Risk-Adjusted Performance Rank
IWFS.L
URTH
IWFS.L vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and iShares MSCI World ETF (URTH). 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
IWFS.L vs. URTH - Dividend Comparison
IWFS.L has not paid dividends to shareholders, while URTH's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWFS.L iShares Edge MSCI World Size Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
URTH iShares MSCI World ETF | 1.42% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
IWFS.L vs. URTH - Drawdown Comparison
The maximum IWFS.L drawdown since its inception was -29.90%, smaller than the maximum URTH drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for IWFS.L and URTH. For additional features, visit the drawdowns tool.
Volatility
IWFS.L vs. URTH - Volatility Comparison
iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and iShares MSCI World ETF (URTH) have volatilities of 3.31% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.