IWMO.L vs. IVW
Compare and contrast key facts about iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) and iShares S&P 500 Growth ETF (IVW).
IWMO.L and IVW 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. IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000. Both IWMO.L and IVW 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: IWMO.L or IVW.
Correlation
The correlation between IWMO.L and IVW is 0.52, 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. IVW - Performance Comparison
Key characteristics
IWMO.L:
1.33
IVW:
1.63
IWMO.L:
1.80
IVW:
2.17
IWMO.L:
1.25
IVW:
1.30
IWMO.L:
1.65
IVW:
2.32
IWMO.L:
6.67
IVW:
8.88
IWMO.L:
3.28%
IVW:
3.32%
IWMO.L:
16.72%
IVW:
18.08%
IWMO.L:
-31.52%
IVW:
-57.33%
IWMO.L:
-1.73%
IVW:
-3.06%
Returns By Period
In the year-to-date period, IWMO.L achieves a 6.49% return, which is significantly higher than IVW's 1.87% return. Over the past 10 years, IWMO.L has underperformed IVW with an annualized return of 12.03%, while IVW has yielded a comparatively higher 14.82% annualized return.
IWMO.L
6.49%
2.61%
9.02%
22.24%
11.91%
12.03%
IVW
1.87%
-2.55%
10.48%
25.69%
15.91%
14.82%
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IWMO.L vs. IVW - Expense Ratio Comparison
IWMO.L has a 0.25% expense ratio, which is higher than IVW's 0.18% 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%.
Risk-Adjusted Performance
IWMO.L vs. IVW — Risk-Adjusted Performance Rank
IWMO.L
IVW
IWMO.L vs. IVW - 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 iShares S&P 500 Growth ETF (IVW). 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. IVW - Dividend Comparison
IWMO.L has not paid dividends to shareholders, while IVW's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVW iShares S&P 500 Growth ETF | 0.42% | 0.43% | 1.03% | 0.89% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% | 1.37% |
Drawdowns
IWMO.L vs. IVW - Drawdown Comparison
The maximum IWMO.L drawdown since its inception was -31.52%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for IWMO.L and IVW. For additional features, visit the drawdowns tool.
Volatility
IWMO.L vs. IVW - Volatility Comparison
The current volatility for iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) is 4.74%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.66%. This indicates that IWMO.L experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.