IWVL.L vs. IWDA.AS
Compare and contrast key facts about iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS).
IWVL.L and IWDA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWVL.L is a passively managed fund by iShares that tracks the performance of the MSCI World Enhanced Value Index. It was launched on Oct 3, 2014. IWDA.AS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. Both IWVL.L and IWDA.AS 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: IWVL.L or IWDA.AS.
Correlation
The correlation between IWVL.L and IWDA.AS is 0.82, 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
IWVL.L vs. IWDA.AS - Performance Comparison
Key characteristics
IWVL.L:
0.89
IWDA.AS:
1.99
IWVL.L:
1.22
IWDA.AS:
2.71
IWVL.L:
1.16
IWDA.AS:
1.40
IWVL.L:
1.21
IWDA.AS:
2.78
IWVL.L:
3.65
IWDA.AS:
12.88
IWVL.L:
3.06%
IWDA.AS:
1.76%
IWVL.L:
12.57%
IWDA.AS:
11.39%
IWVL.L:
-39.30%
IWDA.AS:
-33.63%
IWVL.L:
-0.26%
IWDA.AS:
-0.91%
Returns By Period
In the year-to-date period, IWVL.L achieves a 7.51% return, which is significantly higher than IWDA.AS's 3.52% return. Over the past 10 years, IWVL.L has underperformed IWDA.AS with an annualized return of 5.74%, while IWDA.AS has yielded a comparatively higher 10.81% annualized return.
IWVL.L
7.51%
4.67%
4.49%
11.68%
7.66%
5.74%
IWDA.AS
3.52%
0.59%
14.25%
22.46%
12.39%
10.81%
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IWVL.L vs. IWDA.AS - Expense Ratio Comparison
IWVL.L has a 0.25% expense ratio, which is higher than IWDA.AS's 0.20% 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%.
Risk-Adjusted Performance
IWVL.L vs. IWDA.AS — Risk-Adjusted Performance Rank
IWVL.L
IWDA.AS
IWVL.L vs. IWDA.AS - Risk-Adjusted Performance 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 Core MSCI World UCITS ETF USD (Acc) (IWDA.AS). 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
IWVL.L vs. IWDA.AS - Dividend Comparison
Neither IWVL.L nor IWDA.AS has paid dividends to shareholders.
Drawdowns
IWVL.L vs. IWDA.AS - Drawdown Comparison
The maximum IWVL.L drawdown since its inception was -39.30%, which is greater than IWDA.AS's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for IWVL.L and IWDA.AS. For additional features, visit the drawdowns tool.
Volatility
IWVL.L vs. IWDA.AS - Volatility Comparison
iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) (IWVL.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) have volatilities of 3.00% and 3.11%, 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.