IWFV.L vs. MINT.L
IWFV.L (iShares Edge MSCI World Value Factor UCITS ETF) and MINT.L (PIMCO US Dollar Short Maturity UCITS ETF USD (Dist)) are both exchange-traded funds - IWFV.L is a Global Equities fund tracking the MSCI ACWI Value NR USD, while MINT.L is a Ultrashort Bond fund actively managed by PIMCO. IWFV.L is passively managed, while MINT.L is actively managed. Over the past 10 years, IWFV.L returned 12.06%/yr vs 2.37%/yr for MINT.L. At a 0.17 correlation, their price movements are largely independent. IWFV.L charges 0.30%/yr vs 0.35%/yr for MINT.L.
Performance
IWFV.L vs. MINT.L - Performance Comparison
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Different Trading Currencies
IWFV.L is traded in GBp, while MINT.L is traded in USD. To make them comparable, the MINT.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IWFV.L achieves a 27.74% return, which is significantly higher than MINT.L's 2.52% return. Over the past 10 years, IWFV.L has outperformed MINT.L with an annualized return of 12.06%, while MINT.L has yielded a comparatively lower 2.37% annualized return.
IWFV.L
- 1D
- -0.24%
- 1M
- -5.28%
- 6M
- 22.71%
- YTD
- 27.74%
- 1Y
- 53.97%
- 3Y*
- 24.39%
- 5Y*
- 16.75%
- 10Y*
- 12.06%
MINT.L
- 1D
- 0.14%
- 1M
- -0.88%
- 6M
- 1.52%
- YTD
- 2.52%
- 1Y
- 4.23%
- 3Y*
- 4.11%
- 5Y*
- 3.96%
- 10Y*
- 2.37%
IWFV.L vs. MINT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWFV.L iShares Edge MSCI World Value Factor UCITS ETF | 27.74% | 30.69% | 6.85% | 13.02% | 0.95% | 21.60% | -6.91% | 14.69% | -9.34% | 12.04% |
MINT.L PIMCO US Dollar Short Maturity UCITS ETF USD (Dist) | 2.52% | -2.80% | 7.60% | 0.43% | 11.14% | 0.85% | -1.68% | -0.65% | 7.67% | -6.94% |
Correlation
The correlation between IWFV.L and MINT.L is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2014 | 0.17 |
The correlation between IWFV.L and MINT.L shifts across timeframes, from -0.03 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IWFV.L vs. MINT.L — Risk / Return Rank
IWFV.L
MINT.L
IWFV.L vs. MINT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Value Factor UCITS ETF (IWFV.L) and PIMCO US Dollar Short Maturity UCITS ETF USD (Dist) (MINT.L). 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.
| IWFV.L | MINT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.96 | ||
| Sortino ratioReturn per unit of downside risk | +3.86 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.11 | +0.54 |
| Calmar ratioReturn relative to maximum drawdown | 7.59 | 0.84 | +6.75 |
| Martin ratioReturn relative to average drawdown | 23.93 | 2.31 | +21.63 |
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Drawdowns
IWFV.L vs. MINT.L - Drawdown Comparison
The maximum IWFV.L drawdown since its inception was -42.78%, which is greater than MINT.L's maximum drawdown of -15.69%. Use the drawdown chart below to compare losses from any high point for IWFV.L and MINT.L.
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Drawdown Indicators
| IWFV.L | MINT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.78% | -15.69% | -27.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -5.03% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -19.86% | -9.68% | -10.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -15.65% | -4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -28.79% | -15.69% | -13.10% |
Current DrawdownCurrent decline from peak | -7.02% | -4.05% | -2.97% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -6.12% | -5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 1.83% | +0.42% |
Volatility
IWFV.L vs. MINT.L - Volatility Comparison
iShares Edge MSCI World Value Factor UCITS ETF (IWFV.L) has a higher volatility of 5.71% compared to PIMCO US Dollar Short Maturity UCITS ETF USD (Dist) (MINT.L) at 1.69%. This indicates that IWFV.L's price experiences larger fluctuations and is considered to be riskier than MINT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWFV.L | MINT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 1.69% | +4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 5.09% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.94% | 6.60% | +8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.04% | 8.43% | +10.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 8.71% | +9.23% |
IWFV.L vs. MINT.L - Expense Ratio Comparison
IWFV.L has a 0.30% expense ratio, which is lower than MINT.L's 0.35% expense ratio.
Dividends
IWFV.L vs. MINT.L - Dividend Comparison
IWFV.L has not paid dividends to shareholders, while MINT.L's dividend yield for the trailing twelve months is around 4.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWFV.L iShares Edge MSCI World Value 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% |
MINT.L PIMCO US Dollar Short Maturity UCITS ETF USD (Dist) | 4.01% | 4.43% | 5.18% | 4.81% | 1.51% | 0.34% | 1.17% | 2.63% | 2.33% | 1.56% | 1.31% | 0.79% |
Frequently Asked Questions
IWFV.L and MINT.L have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWFV.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWFV.L is cheaper with a 0.30% expense ratio, compared with 0.35% for MINT.L.
IWFV.L is categorized as Global Equities, while MINT.L is Ultrashort Bond. They also come from different issuers: iShares and PIMCO. Their fees differ too: 0.30% for IWFV.L and 0.35% for MINT.L.
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