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IWMO.MI vs. VEUR.MI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWMO.MI vs. VEUR.MI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) and Vanguard FTSE Developed Europe UCITS ETF (VEUR.MI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IWMO.MI achieves a 26.32% return, which is significantly higher than VEUR.MI's 9.95% return.


IWMO.MI

1D
0.00%
1M
11.18%
YTD
26.32%
6M
29.37%
1Y
38.11%
3Y*
26.92%
5Y*
15.53%
10Y*
15.62%

VEUR.MI

1D
0.00%
1M
5.02%
YTD
9.95%
6M
11.50%
1Y
21.66%
3Y*
14.85%
5Y*
10.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWMO.MI vs. VEUR.MI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IWMO.MI
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
26.32%8.04%39.23%7.91%-13.96%24.82%17.08%22.65%
VEUR.MI
Vanguard FTSE Developed Europe UCITS ETF
9.95%20.77%9.08%16.29%-10.23%25.16%-2.48%19.57%

Correlation

The correlation between IWMO.MI and VEUR.MI is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.64

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

0.61

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

0.65

Correlation (All Time)
Calculated using the full available price history since Jan 21, 2019

0.67

The correlation between IWMO.MI and VEUR.MI has been stable across timeframes, ranging from 0.60 to 0.67 - a consistent structural relationship.

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Return for Risk

IWMO.MI vs. VEUR.MI — Risk / Return Rank

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

IWMO.MI
IWMO.MI Risk / Return Rank: 7979
Overall Rank
IWMO.MI Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
IWMO.MI Sortino Ratio Rank: 7878
Sortino Ratio Rank
IWMO.MI Omega Ratio Rank: 7373
Omega Ratio Rank
IWMO.MI Calmar Ratio Rank: 8484
Calmar Ratio Rank
IWMO.MI Martin Ratio Rank: 8585
Martin Ratio Rank

VEUR.MI
VEUR.MI Risk / Return Rank: 5252
Overall Rank
VEUR.MI Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
VEUR.MI Sortino Ratio Rank: 5151
Sortino Ratio Rank
VEUR.MI Omega Ratio Rank: 5353
Omega Ratio Rank
VEUR.MI Calmar Ratio Rank: 4949
Calmar Ratio Rank
VEUR.MI Martin Ratio Rank: 5353
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.MI vs. VEUR.MI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) and Vanguard FTSE Developed Europe UCITS ETF (VEUR.MI). 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.MIVEUR.MIDifference
Sharpe ratioReturn per unit of total volatility

+0.48

Sortino ratioReturn per unit of downside risk

+0.80

Omega ratioGain probability vs. loss probability

1.39

1.32

+0.08

Calmar ratioReturn relative to maximum drawdown

4.25

2.28

+1.97

Martin ratioReturn relative to average drawdown

16.34

8.69

+7.66

IWMO.MI vs. VEUR.MI - Sharpe Ratio Comparison

The current IWMO.MI Sharpe Ratio is 2.17, which is comparable to the VEUR.MI Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of IWMO.MI and VEUR.MI, 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.MI vs. VEUR.MI - Drawdown Comparison

The maximum IWMO.MI drawdown since its inception was -31.03%, smaller than the maximum VEUR.MI drawdown of -35.22%. Use the drawdown chart below to compare losses from any high point for IWMO.MI and VEUR.MI.


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Drawdown Indicators


IWMO.MIVEUR.MIDifference

Max Drawdown

Largest peak-to-trough decline

-31.03%

-35.22%

+4.19%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-9.58%

+0.54%

Max Drawdown (3Y)

Largest decline over 3 years

-23.45%

-16.36%

-7.09%

Max Drawdown (5Y)

Largest decline over 5 years

-23.45%

-20.33%

-3.12%

Max Drawdown (10Y)

Largest decline over 10 years

-31.03%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.84%

-4.72%

-1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

2.51%

-0.17%

Volatility

IWMO.MI vs. VEUR.MI - Volatility Comparison

iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) has a higher volatility of 6.03% compared to Vanguard FTSE Developed Europe UCITS ETF (VEUR.MI) at 3.45%. This indicates that IWMO.MI's price experiences larger fluctuations and is considered to be riskier than VEUR.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IWMO.MIVEUR.MIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.03%

3.45%

+2.58%

Volatility (6M)

Calculated over the trailing 6-month period

15.01%

10.76%

+4.25%

Volatility (1Y)

Calculated over the trailing 1-year period

17.69%

12.94%

+4.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.46%

14.51%

+2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.62%

16.42%

+1.20%

IWMO.MI vs. VEUR.MI - Expense Ratio Comparison

IWMO.MI has a 0.25% expense ratio, which is higher than VEUR.MI's 0.10% 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.MI vs. VEUR.MI - Dividend Comparison

IWMO.MI has not paid dividends to shareholders, while VEUR.MI's dividend yield for the trailing twelve months is around 4.10%.


PositionTTM2025202420232022202120202019
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%
VEUR.MI
Vanguard FTSE Developed Europe UCITS ETF
4.10%2.79%3.07%3.00%3.32%2.66%2.23%3.24%

Frequently Asked Questions


IWMO.MI and VEUR.MI have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VEUR.MI is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VEUR.MI is cheaper with a 0.10% expense ratio, compared with 0.25% for IWMO.MI.

IWMO.MI is categorized as Momentum, while VEUR.MI is Europe Equities. IWMO.MI tracks MSCI World Momentum Index, while VEUR.MI tracks FTSE Developed Europe Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for IWMO.MI and 0.10% for VEUR.MI.

Portfolio Optimizer

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