IWVL.L vs. IDIN.L
IWVL.L (iShares Edge MSCI World Value Factor UCITS ETF USD (Acc)) and IDIN.L (iShares Global Infrastructure UCITS ETF USD (Dist)) are both exchange-traded funds - IWVL.L is a Global Equities fund tracking the MSCI World Enhanced Value Index, while IDIN.L is a Mid Cap Value Equities fund tracking the FTSE Global Core Infrastructure Index (USD). Both are passively managed. Over the past 10 years, IWVL.L returned 12.31%/yr vs 7.27%/yr for IDIN.L. A 0.60 correlation means they provide meaningful diversification when combined. IWVL.L charges 0.25%/yr vs 0.65%/yr for IDIN.L.
Performance
IWVL.L vs. IDIN.L - Performance Comparison
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Returns By Period
In the year-to-date period, IWVL.L achieves a 27.44% return, which is significantly higher than IDIN.L's 13.89% return. Over the past 10 years, IWVL.L has outperformed IDIN.L with an annualized return of 12.31%, while IDIN.L has yielded a comparatively lower 7.27% annualized return.
IWVL.L
- 1D
- -0.51%
- 1M
- -5.00%
- 6M
- 23.16%
- YTD
- 27.44%
- 1Y
- 54.19%
- 3Y*
- 25.54%
- 5Y*
- 16.15%
- 10Y*
- 12.31%
IDIN.L
- 1D
- 0.73%
- 1M
- 3.57%
- 6M
- 12.60%
- YTD
- 13.89%
- 1Y
- 19.00%
- 3Y*
- 12.53%
- 5Y*
- 6.83%
- 10Y*
- 7.27%
IWVL.L vs. IDIN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | 27.44% | 40.42% | 5.13% | 19.53% | -9.79% | 20.11% | -3.67% | 18.13% | -14.03% | 22.60% |
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 13.89% | 12.97% | 8.79% | -0.03% | -5.92% | 17.16% | -1.96% | 23.97% | -2.04% | 14.86% |
Correlation
The correlation between IWVL.L and IDIN.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2014 | 0.60 |
Over the past year, the correlation between IWVL.L and IDIN.L has dropped to 0.23 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
IWVL.L vs. IDIN.L — Risk / Return Rank
IWVL.L
IDIN.L
IWVL.L vs. IDIN.L - 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 iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.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.
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 | IDIN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.31 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 6.17 | 3.72 | +2.45 |
| Martin ratioReturn relative to average drawdown | 20.77 | 9.70 | +11.07 |
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Drawdowns
IWVL.L vs. IDIN.L - Drawdown Comparison
The maximum IWVL.L drawdown since its inception was -39.30%, smaller than the maximum IDIN.L drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for IWVL.L and IDIN.L.
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Drawdown Indicators
| IWVL.L | IDIN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -49.57% | +10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -5.08% | -3.66% |
Max Drawdown (3Y)Largest decline over 3 years | -14.46% | -14.86% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -22.69% | -3.86% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -34.86% | -4.44% |
Current DrawdownCurrent decline from peak | -5.96% | 0.00% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -11.72% | +4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 1.95% | +0.65% |
Volatility
IWVL.L vs. IDIN.L - Volatility Comparison
iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) has a higher volatility of 6.01% compared to iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) at 2.45%. This indicates that IWVL.L's price experiences larger fluctuations and is considered to be riskier than IDIN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWVL.L | IDIN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 2.45% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 8.83% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.03% | 10.60% | +6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 13.51% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 14.39% | +2.51% |
IWVL.L vs. IDIN.L - Expense Ratio Comparison
IWVL.L has a 0.25% expense ratio, which is lower than IDIN.L's 0.65% expense ratio.
Dividends
IWVL.L vs. IDIN.L - Dividend Comparison
IWVL.L has not paid dividends to shareholders, while IDIN.L's dividend yield for the trailing twelve months is around 2.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 2.01% | 2.20% | 2.36% | 2.37% | 2.11% | 1.93% | 2.08% | 2.05% | 2.34% | 2.60% | 2.80% | 3.20% |
IWVL.L iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IWVL.L and IDIN.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
IWVL.L is cheaper with a 0.25% expense ratio, compared with 0.65% for IDIN.L.
IWVL.L is categorized as Global Equities, while IDIN.L is Mid Cap Value Equities. IWVL.L tracks MSCI World Enhanced Value Index, while IDIN.L tracks FTSE Global Core Infrastructure Index (USD). Their fees differ too: 0.25% for IWVL.L and 0.65% for IDIN.L.
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