IWMO.L vs. USSC.L
Compare and contrast key facts about iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L).
IWMO.L and USSC.L 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. USSC.L is a passively managed fund by State Street that tracks the performance of the Russell 2000 TR USD. It was launched on Feb 18, 2015. Both IWMO.L and USSC.L 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 USSC.L.
Correlation
The correlation between IWMO.L and USSC.L is 0.63, 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. USSC.L - Performance Comparison
Key characteristics
IWMO.L:
1.50
USSC.L:
0.77
IWMO.L:
2.03
USSC.L:
1.21
IWMO.L:
1.28
USSC.L:
1.15
IWMO.L:
1.90
USSC.L:
1.32
IWMO.L:
7.70
USSC.L:
3.22
IWMO.L:
3.28%
USSC.L:
4.52%
IWMO.L:
16.75%
USSC.L:
18.98%
IWMO.L:
-31.52%
USSC.L:
-48.99%
IWMO.L:
0.00%
USSC.L:
-6.56%
Returns By Period
In the year-to-date period, IWMO.L achieves a 8.00% return, which is significantly higher than USSC.L's 2.95% return.
IWMO.L
8.00%
6.01%
12.85%
25.26%
12.16%
12.32%
USSC.L
2.95%
-0.09%
7.77%
14.58%
13.40%
N/A
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IWMO.L vs. USSC.L - Expense Ratio Comparison
IWMO.L has a 0.25% expense ratio, which is lower than USSC.L's 0.30% expense ratio.
Risk-Adjusted Performance
IWMO.L vs. USSC.L — Risk-Adjusted Performance Rank
IWMO.L
USSC.L
IWMO.L vs. USSC.L - 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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.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.
Dividends
IWMO.L vs. USSC.L - Dividend Comparison
Neither IWMO.L nor USSC.L has paid dividends to shareholders.
Drawdowns
IWMO.L vs. USSC.L - Drawdown Comparison
The maximum IWMO.L drawdown since its inception was -31.52%, smaller than the maximum USSC.L drawdown of -48.99%. Use the drawdown chart below to compare losses from any high point for IWMO.L and USSC.L. For additional features, visit the drawdowns tool.
Volatility
IWMO.L vs. USSC.L - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) has a higher volatility of 4.58% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (USSC.L) at 4.02%. This indicates that IWMO.L's price experiences larger fluctuations and is considered to be riskier than USSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.