IWFS.L vs. VEA
Compare and contrast key facts about iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and Vanguard FTSE Developed Markets ETF (VEA).
IWFS.L and VEA 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. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007. Both IWFS.L and VEA 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 VEA.
Correlation
The correlation between IWFS.L and VEA is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IWFS.L vs. VEA - Performance Comparison
Key characteristics
IWFS.L:
1.24
VEA:
1.05
IWFS.L:
1.78
VEA:
1.50
IWFS.L:
1.22
VEA:
1.19
IWFS.L:
2.26
VEA:
1.38
IWFS.L:
6.09
VEA:
3.25
IWFS.L:
2.07%
VEA:
4.14%
IWFS.L:
10.15%
VEA:
12.85%
IWFS.L:
-29.90%
VEA:
-60.69%
IWFS.L:
-0.30%
VEA:
-1.93%
Returns By Period
In the year-to-date period, IWFS.L achieves a 4.47% return, which is significantly lower than VEA's 7.72% return. Over the past 10 years, IWFS.L has outperformed VEA with an annualized return of 8.09%, while VEA has yielded a comparatively lower 5.59% annualized return.
IWFS.L
4.47%
0.17%
8.43%
12.27%
6.31%
8.09%
VEA
7.72%
6.05%
1.98%
10.74%
6.47%
5.59%
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IWFS.L vs. VEA - Expense Ratio Comparison
IWFS.L has a 0.30% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
IWFS.L vs. VEA — Risk-Adjusted Performance Rank
IWFS.L
VEA
IWFS.L vs. VEA - 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 Vanguard FTSE Developed Markets ETF (VEA). 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. VEA - Dividend Comparison
IWFS.L has not paid dividends to shareholders, while VEA's dividend yield for the trailing twelve months is around 3.12%.
| 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% |
VEA Vanguard FTSE Developed Markets ETF | 3.12% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
IWFS.L vs. VEA - Drawdown Comparison
The maximum IWFS.L drawdown since its inception was -29.90%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for IWFS.L and VEA. For additional features, visit the drawdowns tool.
Volatility
IWFS.L vs. VEA - Volatility Comparison
iShares Edge MSCI World Size Factor UCITS ETF (IWFS.L) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 3.44% and 3.55%, 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.