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IWMO.L vs. ITPS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWMO.L vs. ITPS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IWMO.L is traded in USD, while ITPS.L is traded in GBP. To make them comparable, the ITPS.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IWMO.L achieves a 22.44% return, which is significantly higher than ITPS.L's 0.82% return. Over the past 10 years, IWMO.L has outperformed ITPS.L with an annualized return of 15.81%, while ITPS.L has yielded a comparatively lower 2.51% annualized return.


IWMO.L

1D
3.90%
1M
3.40%
YTD
22.44%
6M
24.67%
1Y
35.46%
3Y*
28.94%
5Y*
13.75%
10Y*
15.81%

ITPS.L

1D
-0.57%
1M
0.07%
YTD
0.82%
6M
1.09%
1Y
4.83%
3Y*
3.87%
5Y*
0.79%
10Y*
2.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWMO.L vs. ITPS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IWMO.L
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc)
22.44%21.04%30.50%11.96%-17.97%14.13%28.58%27.14%-3.85%32.09%
ITPS.L
iShares $ TIPS UCITS ETF USD (Acc)
0.82%7.23%1.85%3.08%-12.79%6.77%10.40%9.56%-1.65%2.91%

Correlation

The correlation between IWMO.L and ITPS.L is -0.02, 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

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

-0.01

Correlation (10Y)
Calculated over the trailing 10-year period

-0.03

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2014

-0.06

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Return for Risk

IWMO.L vs. ITPS.L — Risk / Return Rank

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

IWMO.L
IWMO.L Risk / Return Rank: 7070
Overall Rank
IWMO.L Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
IWMO.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
IWMO.L Omega Ratio Rank: 6666
Omega Ratio Rank
IWMO.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
IWMO.L Martin Ratio Rank: 7777
Martin Ratio Rank

ITPS.L
ITPS.L Risk / Return Rank: 2727
Overall Rank
ITPS.L Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ITPS.L Sortino Ratio Rank: 2727
Sortino Ratio Rank
ITPS.L Omega Ratio Rank: 2626
Omega Ratio Rank
ITPS.L Calmar Ratio Rank: 2626
Calmar Ratio Rank
ITPS.L Martin Ratio Rank: 2424
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.

IWMO.L vs. ITPS.L - Risk-Adjusted Trends 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 iShares $ TIPS UCITS ETF USD (Acc) (ITPS.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.


IWMO.LITPS.LDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.60

Omega ratioGain probability vs. loss probability

1.34

1.13

+0.21

Calmar ratioReturn relative to maximum drawdown

3.01

1.83

+1.18

Martin ratioReturn relative to average drawdown

12.88

5.49

+7.39

IWMO.L vs. ITPS.L - Sharpe Ratio Comparison

The current IWMO.L Sharpe Ratio is 1.85, which is higher than the ITPS.L Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of IWMO.L and ITPS.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IWMO.L vs. ITPS.L - Drawdown Comparison

The maximum IWMO.L drawdown since its inception was -31.52%, smaller than the maximum ITPS.L drawdown of -99.56%. Use the drawdown chart below to compare losses from any high point for IWMO.L and ITPS.L.


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Drawdown Indicators


IWMO.LITPS.LDifference

Max Drawdown

Largest peak-to-trough decline

-31.52%

-99.56%

+68.04%

Max Drawdown (1Y)

Largest decline over 1 year

-11.61%

-2.31%

-9.30%

Max Drawdown (3Y)

Largest decline over 3 years

-19.40%

-19.46%

+0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-29.63%

-24.49%

-5.14%

Max Drawdown (10Y)

Largest decline over 10 years

-31.52%

-24.49%

-7.03%

Current Drawdown

Current decline from peak

-0.33%

-99.19%

+98.86%

Average Drawdown

Average peak-to-trough decline

-6.02%

-94.57%

+88.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

0.77%

+1.94%

Volatility

IWMO.L vs. ITPS.L - Volatility Comparison

iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) has a higher volatility of 7.50% compared to iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L) at 1.71%. This indicates that IWMO.L's price experiences larger fluctuations and is considered to be riskier than ITPS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IWMO.LITPS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.50%

1.71%

+5.79%

Volatility (6M)

Calculated over the trailing 6-month period

16.67%

4.14%

+12.53%

Volatility (1Y)

Calculated over the trailing 1-year period

18.90%

5.49%

+13.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.64%

20.44%

-1.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.07%

15.49%

+2.58%

IWMO.L vs. ITPS.L - Expense Ratio Comparison

IWMO.L has a 0.25% expense ratio, which is higher than ITPS.L's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IWMO.L vs. ITPS.L - Dividend Comparison

Neither IWMO.L nor ITPS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IWMO.L and ITPS.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ITPS.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ITPS.L is cheaper with a 0.12% expense ratio, compared with 0.25% for IWMO.L.

IWMO.L is categorized as Momentum, while ITPS.L is Inflation-Protected Bonds. IWMO.L tracks MSCI World Momentum Index, while ITPS.L tracks Bloomberg Gbl Infl Linked US TIPS TR USD. Their fees differ too: 0.25% for IWMO.L and 0.12% for ITPS.L.

Portfolio Optimizer

Find the right allocation for IWMO.L and ITPS.L

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