IWVL.L vs. HUMN

Last updated Jun 14, 2026

IWVL.L (iShares Edge MSCI World Value Factor UCITS ETF USD (Acc)) and HUMN (Roundhill Humanoid Robotics ETF) are both exchange-traded funds - IWVL.L is a Global Equities fund tracking the MSCI World Enhanced Value Index, while HUMN is a Robotics fund actively managed by Roundhill. IWVL.L is passively managed, while HUMN is actively managed. A 0.57 correlation means they provide meaningful diversification when combined. IWVL.L charges 0.25%/yr vs 0.75%/yr for HUMN.

Performance

IWVL.L vs. HUMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) and Roundhill Humanoid Robotics ETF (HUMN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IWVL.L achieves a 32.97% return, which is significantly higher than HUMN's 18.42% return.

IWVL.L

• 1D: 3.36%
• 1M: 6.98%
• YTD: 32.97%
• 6M: 35.11%
• 1Y: 63.09%
• 3Y*: 28.41%
• 5Y*: 16.13%
• 10Y*: 13.36%

HUMN

• 1D: 1.32%
• 1M: -4.59%
• YTD: 18.42%
• 6M: 21.07%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IWVL.L vs. HUMN - Yearly Performance Comparison

	2026 (YTD)	2025
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc)	32.97%	22.67%
HUMN Roundhill Humanoid Robotics ETF	18.42%	20.70%

Correlation

The correlation between IWVL.L and HUMN is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025	0.57

IWVL.L vs. HUMN - Sectors Allocation Comparison

Sectors	IWVL.L	HUMN
Technology	33.9%	25.7%
Financial Services	14.8%	-1.0%
Industrials	11.3%	34.9%
Healthcare	8.8%	-
Consumer Cyclical	7.9%	19.6%
Communication Services	7.6%	2.1%
Consumer Defensive	4.5%	-
Energy	3.8%	-
Basic Materials	3.0%	7.3%
Utilities	2.5%	-
Real Estate	1.8%	-

Return for Risk

IWVL.L vs. HUMN — Risk / Return Rank

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

IWVL.L

IWVL.L Risk / Return Rank: 96
IWVL.L Sharpe Ratio Rank: 96
IWVL.L Sortino Ratio Rank: 96
IWVL.L Omega Ratio Rank: 95
IWVL.L Calmar Ratio Rank: 95
IWVL.L Martin Ratio Rank: 95

HUMN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

IWVL.L vs. HUMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) and Roundhill Humanoid Robotics ETF (HUMN). 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.

	IWVL.L	HUMN	Difference
Sharpe ratio: Return per unit of total volatility	3.83	—	—
Sortino ratio: Return per unit of downside risk	5.32	—	—
Omega ratio: Gain probability vs. loss probability	1.68	—	—
Calmar ratio: Return relative to maximum drawdown	7.10	—	—
Martin ratio: Return relative to average drawdown	25.90	—	—

Drawdowns

IWVL.L vs. HUMN - Drawdown Comparison

The maximum IWVL.L drawdown since its inception was -39.30%, which is greater than HUMN's maximum drawdown of -20.40%. Use the drawdown chart below to compare losses from any high point for IWVL.L and HUMN.

Drawdown Indicators

	IWVL.L	HUMN	Difference
Max Drawdown Largest peak-to-trough decline	-39.30%	-20.40%	-18.90%
Max Drawdown (1Y) Largest decline over 1 year	-8.74%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.46%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-26.55%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.30%	—	—
Current Drawdown Current decline from peak	-1.88%	-9.15%	+7.27%
Average Drawdown Average peak-to-trough decline	-7.48%	-4.55%	-2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.40%	—	—

Volatility

Volatility by Period

	IWVL.L	HUMN	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.69%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.20%	30.67%	-14.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.15%	30.67%	-14.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.05%	30.67%	-13.62%

IWVL.L vs. HUMN - Expense Ratio Comparison

IWVL.L has a 0.25% expense ratio, which is lower than HUMN's 0.75% expense ratio.

Dividends

IWVL.L vs. HUMN - Dividend Comparison

IWVL.L has not paid dividends to shareholders, while HUMN's dividend yield for the trailing twelve months is around 0.61%.

Position	TTM	2025
HUMN Roundhill Humanoid Robotics ETF	0.61%	0.72%
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc)	0.00%	0.00%

Frequently Asked Questions

Can I hold both IWVL.L and HUMN in my portfolio?

IWVL.L and HUMN have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IWVL.L or HUMN?

On fees, IWVL.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IWVL.L or HUMN?

IWVL.L is cheaper with a 0.25% expense ratio, compared with 0.75% for HUMN.

What is the main difference between IWVL.L and HUMN?

IWVL.L is categorized as Global Equities, while HUMN is Robotics. They also come from different issuers: iShares and Roundhill. Their fees differ too: 0.25% for IWVL.L and 0.75% for HUMN.