IWMO.MI vs. SCHK
Compare and contrast key facts about iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) and Schwab 1000 Index ETF (SCHK).
IWMO.MI and SCHK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWMO.MI is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum Index. It was launched on Oct 3, 2014. SCHK is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Oct 11, 2017. Both IWMO.MI and SCHK 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.MI or SCHK.
Correlation
The correlation between IWMO.MI and SCHK is 0.53, 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.MI vs. SCHK - Performance Comparison
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Key characteristics
IWMO.MI:
0.59
SCHK:
0.64
IWMO.MI:
0.88
SCHK:
1.15
IWMO.MI:
1.13
SCHK:
1.17
IWMO.MI:
0.54
SCHK:
0.76
IWMO.MI:
1.76
SCHK:
2.90
IWMO.MI:
7.23%
SCHK:
5.04%
IWMO.MI:
21.63%
SCHK:
19.87%
IWMO.MI:
-31.03%
SCHK:
-34.80%
IWMO.MI:
-7.50%
SCHK:
-3.53%
Returns By Period
In the year-to-date period, IWMO.MI achieves a 0.05% return, which is significantly lower than SCHK's 0.97% return.
IWMO.MI
0.05%
11.92%
0.85%
12.72%
13.75%
13.06%
SCHK
0.97%
10.25%
-0.11%
12.68%
17.04%
N/A
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IWMO.MI vs. SCHK - Expense Ratio Comparison
IWMO.MI has a 0.25% expense ratio, which is higher than SCHK's 0.05% 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.MI vs. SCHK — Risk-Adjusted Performance Rank
IWMO.MI
SCHK
IWMO.MI vs. SCHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) and Schwab 1000 Index ETF (SCHK). 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.
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Dividends
IWMO.MI vs. SCHK - Dividend Comparison
IWMO.MI has not paid dividends to shareholders, while SCHK's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
IWMO.MI iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHK Schwab 1000 Index ETF | 1.21% | 1.20% | 1.38% | 1.57% | 1.17% | 1.58% | 1.82% | 1.81% | 0.31% |
Drawdowns
IWMO.MI vs. SCHK - Drawdown Comparison
The maximum IWMO.MI drawdown since its inception was -31.03%, smaller than the maximum SCHK drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for IWMO.MI and SCHK. For additional features, visit the drawdowns tool.
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Volatility
IWMO.MI vs. SCHK - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) and Schwab 1000 Index ETF (SCHK) have volatilities of 6.37% and 6.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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