IWRD.AS vs. VWCE.DE
Compare and contrast key facts about iShares MSCI World UCITS ETF (IWRD.AS) and Vanguard FTSE All-World UCITS ETF (VWCE.DE).
IWRD.AS and VWCE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWRD.AS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 28, 2005. VWCE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019. Both IWRD.AS and VWCE.DE 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: IWRD.AS or VWCE.DE.
Key characteristics
IWRD.AS | VWCE.DE | |
---|---|---|
YTD Return | 15.41% | 14.23% |
1Y Return | 20.39% | 19.10% |
3Y Return (Ann) | 8.77% | 7.83% |
5Y Return (Ann) | 11.67% | 10.85% |
Sharpe Ratio | 2.02 | 1.96 |
Daily Std Dev | 10.90% | 10.52% |
Max Drawdown | -51.80% | -33.43% |
Current Drawdown | -2.05% | -2.05% |
Correlation
The correlation between IWRD.AS and VWCE.DE is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IWRD.AS vs. VWCE.DE - Performance Comparison
In the year-to-date period, IWRD.AS achieves a 15.41% return, which is significantly higher than VWCE.DE's 14.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IWRD.AS vs. VWCE.DE - Expense Ratio Comparison
IWRD.AS has a 0.50% expense ratio, which is higher than VWCE.DE's 0.22% expense ratio.
Risk-Adjusted Performance
IWRD.AS vs. VWCE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World UCITS ETF (IWRD.AS) and Vanguard FTSE All-World UCITS ETF (VWCE.DE). 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
IWRD.AS vs. VWCE.DE - Dividend Comparison
IWRD.AS's dividend yield for the trailing twelve months is around 1.23%, while VWCE.DE has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares MSCI World UCITS ETF | 1.23% | 1.44% | 1.57% | 1.19% | 1.40% | 1.81% | 2.14% | 1.90% | 1.88% | 1.99% | 2.05% | 2.34% |
Vanguard FTSE All-World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWRD.AS vs. VWCE.DE - Drawdown Comparison
The maximum IWRD.AS drawdown since its inception was -51.80%, which is greater than VWCE.DE's maximum drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for IWRD.AS and VWCE.DE. For additional features, visit the drawdowns tool.
Volatility
IWRD.AS vs. VWCE.DE - Volatility Comparison
iShares MSCI World UCITS ETF (IWRD.AS) and Vanguard FTSE All-World UCITS ETF (VWCE.DE) have volatilities of 4.00% and 3.85%, 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.