MODR.DE vs. V60A.DE
MODR.DE (iShares Moderate Portfolio UCITS ETF EUR (Acc)) and V60A.DE (Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating) are both Global Allocation funds. MODR.DE is actively managed, while V60A.DE is passively managed. Over the past 5 years, MODR.DE returned 3.93%/yr vs 6.17%/yr for V60A.DE. A 0.75 correlation means they provide meaningful diversification when combined. Both charge a 0.25% expense ratio.
Performance
MODR.DE vs. V60A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MODR.DE achieves a 6.71% return, which is significantly lower than V60A.DE's 8.36% return.
MODR.DE
- 1D
- 0.15%
- 1M
- 0.29%
- 6M
- 6.54%
- YTD
- 6.71%
- 1Y
- 12.69%
- 3Y*
- 9.29%
- 5Y*
- 3.93%
- 10Y*
- —
V60A.DE
- 1D
- 0.24%
- 1M
- 0.54%
- 6M
- 8.30%
- YTD
- 8.36%
- 1Y
- 15.95%
- 3Y*
- 11.53%
- 5Y*
- 6.17%
- 10Y*
- —
MODR.DE vs. V60A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MODR.DE iShares Moderate Portfolio UCITS ETF EUR (Acc) | 6.71% | 7.37% | 9.34% | 8.76% | -15.49% | 11.65% | 0.95% |
V60A.DE Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating | 8.36% | 7.04% | 14.27% | 12.37% | -14.11% | 14.23% | 1.56% |
Correlation
The correlation between MODR.DE and V60A.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2020 | 0.75 |
The correlation between MODR.DE and V60A.DE shifts across timeframes, from 0.61 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MODR.DE vs. V60A.DE — Risk / Return Rank
MODR.DE
V60A.DE
MODR.DE vs. V60A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) and Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE). 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.
| MODR.DE | V60A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.83 | -0.39 |
| Martin ratioReturn relative to average drawdown | 10.15 | 12.61 | -2.47 |
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Drawdowns
MODR.DE vs. V60A.DE - Drawdown Comparison
The maximum MODR.DE drawdown since its inception was -17.98%, which is greater than V60A.DE's maximum drawdown of -15.27%. Use the drawdown chart below to compare losses from any high point for MODR.DE and V60A.DE.
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Drawdown Indicators
| MODR.DE | V60A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.98% | -15.27% | -2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -5.61% | +0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -10.57% | -13.15% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -15.27% | -2.71% |
Current DrawdownCurrent decline from peak | -0.44% | -0.46% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -4.24% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.26% | -0.01% |
Volatility
MODR.DE vs. V60A.DE - Volatility Comparison
The current volatility for iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) is 2.20%, while Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) has a volatility of 3.03%. This indicates that MODR.DE experiences smaller price fluctuations and is considered to be less risky than V60A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MODR.DE | V60A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 3.03% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.08% | 6.44% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.35% | 8.20% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 9.65% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.27% | 9.41% | -1.14% |
MODR.DE vs. V60A.DE - Expense Ratio Comparison
Both MODR.DE and V60A.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
MODR.DE vs. V60A.DE - Dividend Comparison
Neither MODR.DE nor V60A.DE has paid dividends to shareholders.
Frequently Asked Questions
MODR.DE and V60A.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
MODR.DE and V60A.DE have the same expense ratio: 0.25% per year.
They also come from different issuers: iShares and Vanguard.
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