IXI.AX vs. CORE.AX
IXI.AX (iShares Global Consumer Staples ETF (AU)) and CORE.AX (Schroder Global Core Fund - Active ETF) are both Global Equities funds. IXI.AX is passively managed, while CORE.AX is actively managed. Over the past year, IXI.AX returned -1.16% vs 15.14% for CORE.AX. At a 0.00 correlation, their price movements are largely independent.
Performance
IXI.AX vs. CORE.AX - Performance Comparison
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Returns By Period
In the year-to-date period, IXI.AX achieves a 1.26% return, which is significantly lower than CORE.AX's 4.95% return.
IXI.AX
- 1D
- 0.11%
- 1M
- -0.39%
- 6M
- -0.88%
- YTD
- 1.26%
- 1Y
- -1.16%
- 3Y*
- 3.46%
- 5Y*
- 4.98%
- 10Y*
- 14.53%
CORE.AX
- 1D
- -0.25%
- 1M
- 0.93%
- 6M
- 4.67%
- YTD
- 4.95%
- 1Y
- 15.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IXI.AX vs. CORE.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IXI.AX iShares Global Consumer Staples ETF (AU) | 1.26% | -5.76% |
CORE.AX Schroder Global Core Fund - Active ETF | 4.95% | 12.78% |
Correlation
The correlation between IXI.AX and CORE.AX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.00 |
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Return for Risk
IXI.AX vs. CORE.AX — Risk / Return Rank
IXI.AX
CORE.AX
IXI.AX vs. CORE.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (AU) (IXI.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). 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.
| IXI.AX | CORE.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.28 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.68 | -1.73 |
| Martin ratioReturn relative to average drawdown | -0.08 | 4.54 | -4.62 |
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Drawdowns
IXI.AX vs. CORE.AX - Drawdown Comparison
The maximum IXI.AX drawdown since its inception was -14.98%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for IXI.AX and CORE.AX.
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Drawdown Indicators
| IXI.AX | CORE.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.98% | -10.20% | -4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -10.20% | -0.84% |
Max Drawdown (3Y)Largest decline over 3 years | -11.04% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.20% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -14.98% | — | — |
Current DrawdownCurrent decline from peak | -6.29% | -1.34% | -4.95% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -2.60% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | — | — |
Volatility
IXI.AX vs. CORE.AX - Volatility Comparison
iShares Global Consumer Staples ETF (AU) (IXI.AX) has a higher volatility of 4.63% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that IXI.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXI.AX | CORE.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 2.12% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 7.39% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.31% | 12.44% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 12.50% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.03% | 12.50% | +21.53% |
Dividends
IXI.AX vs. CORE.AX - Dividend Comparison
IXI.AX's dividend yield for the trailing twelve months is around 1.31%, more than CORE.AX's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.68% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IXI.AX iShares Global Consumer Staples ETF (AU) | 1.31% | 1.07% | 0.87% | 1.94% | 2.82% | 2.46% | 2.85% | 4.05% | 2.08% | 5.54% | 3.69% | 4.07% |
Frequently Asked Questions
IXI.AX and CORE.AX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: iShares and Schroder.
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