IWSZ.L vs. AINF.L
IWSZ.L (iShares MSCI World Mid-Cap Equal Weight UCITS ETF) and AINF.L (iShares AI Infrastructure UCITS ETF USD Accumulating) are both exchange-traded funds - IWSZ.L is a Mid Cap Blend Equities fund tracking the MSCI World Mid-Cap Equal Weighted Index, while AINF.L is a Technology Equities fund managed by iShares. Over the past year, IWSZ.L returned 16.93% vs 118.44% for AINF.L. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
IWSZ.L vs. AINF.L - Performance Comparison
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Different Trading Currencies
IWSZ.L is traded in USD, while AINF.L is traded in GBP. To make them comparable, the AINF.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IWSZ.L achieves a 6.23% return, which is significantly lower than AINF.L's 57.19% return.
IWSZ.L
- 1D
- 0.37%
- 1M
- 1.26%
- YTD
- 6.23%
- 6M
- 8.11%
- 1Y
- 16.93%
- 3Y*
- 14.68%
- 5Y*
- 5.43%
- 10Y*
- 8.20%
AINF.L
- 1D
- -1.90%
- 1M
- 21.67%
- YTD
- 57.19%
- 6M
- 58.70%
- 1Y
- 118.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWSZ.L vs. AINF.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IWSZ.L iShares MSCI World Mid-Cap Equal Weight UCITS ETF | 6.23% | 21.40% | -5.01% |
AINF.L iShares AI Infrastructure UCITS ETF USD Accumulating | 57.19% | 44.91% | -1.45% |
Correlation
The correlation between IWSZ.L and AINF.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2024 | 0.56 |
The correlation between IWSZ.L and AINF.L has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
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Return for Risk
IWSZ.L vs. AINF.L — Risk / Return Rank
IWSZ.L
AINF.L
IWSZ.L vs. AINF.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Mid-Cap Equal Weight UCITS ETF (IWSZ.L) and iShares AI Infrastructure UCITS ETF USD Accumulating (AINF.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.
| IWSZ.L | AINF.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.43 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.71 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 9.82 | -8.06 |
| Martin ratioReturn relative to average drawdown | 6.67 | 32.23 | -25.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IWSZ.L | AINF.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 4.83 | -3.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 2.65 | -2.19 |
Drawdowns
IWSZ.L vs. AINF.L - Drawdown Comparison
The maximum IWSZ.L drawdown since its inception was -38.11%, which is greater than AINF.L's maximum drawdown of -28.05%. Use the drawdown chart below to compare losses from any high point for IWSZ.L and AINF.L.
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Drawdown Indicators
| IWSZ.L | AINF.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.11% | -28.05% | -10.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.59% | -11.99% | +2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -14.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.13% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.11% | — | — |
Current DrawdownCurrent decline from peak | -0.96% | -1.90% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -4.28% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.66% | -1.13% |
Volatility
IWSZ.L vs. AINF.L - Volatility Comparison
The current volatility for iShares MSCI World Mid-Cap Equal Weight UCITS ETF (IWSZ.L) is 3.55%, while iShares AI Infrastructure UCITS ETF USD Accumulating (AINF.L) has a volatility of 9.66%. This indicates that IWSZ.L experiences smaller price fluctuations and is considered to be less risky than AINF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWSZ.L | AINF.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 9.66% | -6.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 18.82% | -9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.61% | 24.37% | -12.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 27.46% | -11.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 27.46% | -10.93% |
Dividends
IWSZ.L vs. AINF.L - Dividend Comparison
Neither IWSZ.L nor AINF.L has paid dividends to shareholders.
Frequently Asked Questions
IWSZ.L and AINF.L have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IWSZ.L is categorized as Mid Cap Blend Equities, while AINF.L is Technology Equities.
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