LOWV vs. WLDL.L
Compare and contrast key facts about AB US Low Volatility Equity ETF (LOWV) and Lyxor MSCI World UCITS ETF - Dist (WLDL.L).
LOWV and WLDL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LOWV is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. WLDL.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Apr 26, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOWV or WLDL.L.
Correlation
The correlation between LOWV and WLDL.L is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LOWV vs. WLDL.L - Performance Comparison
Key characteristics
LOWV:
2.13
WLDL.L:
2.60
LOWV:
2.84
WLDL.L:
3.63
LOWV:
1.39
WLDL.L:
1.50
LOWV:
3.90
WLDL.L:
4.25
LOWV:
14.31
WLDL.L:
20.02
LOWV:
1.53%
WLDL.L:
1.39%
LOWV:
10.25%
WLDL.L:
10.83%
LOWV:
-6.28%
WLDL.L:
-24.76%
LOWV:
-2.94%
WLDL.L:
-0.58%
Returns By Period
In the year-to-date period, LOWV achieves a 0.31% return, which is significantly lower than WLDL.L's 0.96% return.
LOWV
0.31%
-2.94%
5.45%
20.44%
N/A
N/A
WLDL.L
0.96%
-0.54%
8.00%
24.36%
18.43%
N/A
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LOWV vs. WLDL.L - Expense Ratio Comparison
LOWV has a 0.48% expense ratio, which is higher than WLDL.L's 0.30% expense ratio.
Risk-Adjusted Performance
LOWV vs. WLDL.L — Risk-Adjusted Performance Rank
LOWV
WLDL.L
LOWV vs. WLDL.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB US Low Volatility Equity ETF (LOWV) and Lyxor MSCI World UCITS ETF - Dist (WLDL.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.
Dividends
LOWV vs. WLDL.L - Dividend Comparison
LOWV's dividend yield for the trailing twelve months is around 0.92%, less than WLDL.L's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
LOWV AB US Low Volatility Equity ETF | 0.92% | 0.92% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WLDL.L Lyxor MSCI World UCITS ETF - Dist | 1.59% | 1.61% | 1.34% | 1.90% | 1.34% | 1.58% | 1.57% | 2.41% | 0.69% |
Drawdowns
LOWV vs. WLDL.L - Drawdown Comparison
The maximum LOWV drawdown since its inception was -6.28%, smaller than the maximum WLDL.L drawdown of -24.76%. Use the drawdown chart below to compare losses from any high point for LOWV and WLDL.L. For additional features, visit the drawdowns tool.
Volatility
LOWV vs. WLDL.L - Volatility Comparison
AB US Low Volatility Equity ETF (LOWV) has a higher volatility of 3.52% compared to Lyxor MSCI World UCITS ETF - Dist (WLDL.L) at 3.17%. This indicates that LOWV's price experiences larger fluctuations and is considered to be riskier than WLDL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.