LTI.L vs. SWDA.L
Compare and contrast key facts about Lindsell Train Investment Trust plc (LTI.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTI.L or SWDA.L.
Correlation
The correlation between LTI.L and SWDA.L is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LTI.L vs. SWDA.L - Performance Comparison
Key characteristics
LTI.L:
0.36
SWDA.L:
1.78
LTI.L:
0.68
SWDA.L:
2.53
LTI.L:
1.08
SWDA.L:
1.34
LTI.L:
0.13
SWDA.L:
3.05
LTI.L:
1.03
SWDA.L:
13.13
LTI.L:
8.41%
SWDA.L:
1.41%
LTI.L:
23.65%
SWDA.L:
10.48%
LTI.L:
-69.93%
SWDA.L:
-25.58%
LTI.L:
-55.89%
SWDA.L:
-1.40%
Returns By Period
In the year-to-date period, LTI.L achieves a 10.25% return, which is significantly higher than SWDA.L's 3.32% return. Over the past 10 years, LTI.L has underperformed SWDA.L with an annualized return of 7.75%, while SWDA.L has yielded a comparatively higher 12.38% annualized return.
LTI.L
10.25%
6.39%
11.79%
7.83%
-3.96%
7.75%
SWDA.L
3.32%
-0.55%
11.60%
20.47%
12.39%
12.38%
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Risk-Adjusted Performance
LTI.L vs. SWDA.L — Risk-Adjusted Performance Rank
LTI.L
SWDA.L
LTI.L vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lindsell Train Investment Trust plc (LTI.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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
LTI.L vs. SWDA.L - Dividend Comparison
LTI.L's dividend yield for the trailing twelve months is around 5.84%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTI.L Lindsell Train Investment Trust plc | 5.84% | 6.44% | 5.96% | 5.01% | 3.93% | 3.03% | 0.13% | 1.80% | 1.88% | 0.98% | 1.26% | 1.80% |
SWDA.L iShares Core MSCI World 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% |
Drawdowns
LTI.L vs. SWDA.L - Drawdown Comparison
The maximum LTI.L drawdown since its inception was -69.93%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for LTI.L and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
LTI.L vs. SWDA.L - Volatility Comparison
Lindsell Train Investment Trust plc (LTI.L) has a higher volatility of 5.28% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.94%. This indicates that LTI.L's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.