IWMO.L vs. AVDV
Compare and contrast key facts about iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) and Avantis International Small Cap Value ETF (AVDV).
IWMO.L and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWMO.L is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum Index. It was launched on Oct 3, 2014. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWMO.L or AVDV.
Correlation
The correlation between IWMO.L and AVDV is 0.54, 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
IWMO.L vs. AVDV - Performance Comparison
Key characteristics
IWMO.L:
1.35
AVDV:
1.21
IWMO.L:
1.83
AVDV:
1.68
IWMO.L:
1.25
AVDV:
1.21
IWMO.L:
1.68
AVDV:
2.06
IWMO.L:
6.81
AVDV:
4.61
IWMO.L:
3.28%
AVDV:
3.65%
IWMO.L:
16.73%
AVDV:
13.91%
IWMO.L:
-31.52%
AVDV:
-43.01%
IWMO.L:
-1.67%
AVDV:
-0.91%
Returns By Period
In the year-to-date period, IWMO.L achieves a 6.56% return, which is significantly higher than AVDV's 5.69% return.
IWMO.L
6.56%
3.71%
9.72%
26.19%
11.93%
12.06%
AVDV
5.69%
4.01%
3.65%
16.45%
8.73%
N/A
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IWMO.L vs. AVDV - Expense Ratio Comparison
IWMO.L has a 0.25% expense ratio, which is lower than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
IWMO.L vs. AVDV — Risk-Adjusted Performance Rank
IWMO.L
AVDV
IWMO.L vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) and Avantis International Small Cap Value ETF (AVDV). 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
IWMO.L vs. AVDV - Dividend Comparison
IWMO.L has not paid dividends to shareholders, while AVDV's dividend yield for the trailing twelve months is around 4.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IWMO.L iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 4.08% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
Drawdowns
IWMO.L vs. AVDV - Drawdown Comparison
The maximum IWMO.L drawdown since its inception was -31.52%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for IWMO.L and AVDV. For additional features, visit the drawdowns tool.
Volatility
IWMO.L vs. AVDV - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) has a higher volatility of 4.75% compared to Avantis International Small Cap Value ETF (AVDV) at 3.19%. This indicates that IWMO.L's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.