MVEA.DE vs. IBCK.DE
Compare and contrast key facts about iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.DE) and iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE).
MVEA.DE and IBCK.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MVEA.DE is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 20, 2020. IBCK.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Minimum Volatility. It was launched on Nov 30, 2012. Both MVEA.DE and IBCK.DE 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: MVEA.DE or IBCK.DE.
Correlation
The correlation between MVEA.DE and IBCK.DE is 0.95, 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
MVEA.DE vs. IBCK.DE - Performance Comparison
Key characteristics
MVEA.DE:
1.93
IBCK.DE:
2.29
MVEA.DE:
2.89
IBCK.DE:
3.32
MVEA.DE:
1.36
IBCK.DE:
1.44
MVEA.DE:
3.40
IBCK.DE:
4.98
MVEA.DE:
9.53
IBCK.DE:
16.11
MVEA.DE:
2.04%
IBCK.DE:
1.46%
MVEA.DE:
10.03%
IBCK.DE:
10.30%
MVEA.DE:
-13.48%
IBCK.DE:
-33.11%
MVEA.DE:
-1.53%
IBCK.DE:
-0.19%
Returns By Period
In the year-to-date period, MVEA.DE achieves a 4.43% return, which is significantly lower than IBCK.DE's 4.70% return.
MVEA.DE
4.43%
3.72%
13.39%
18.89%
N/A
N/A
IBCK.DE
4.70%
4.91%
15.29%
22.60%
9.96%
12.89%
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MVEA.DE vs. IBCK.DE - Expense Ratio Comparison
Both MVEA.DE and IBCK.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
MVEA.DE vs. IBCK.DE — Risk-Adjusted Performance Rank
MVEA.DE
IBCK.DE
MVEA.DE vs. IBCK.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.DE) and iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.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.
Dividends
MVEA.DE vs. IBCK.DE - Dividend Comparison
Neither MVEA.DE nor IBCK.DE has paid dividends to shareholders.
Drawdowns
MVEA.DE vs. IBCK.DE - Drawdown Comparison
The maximum MVEA.DE drawdown since its inception was -13.48%, smaller than the maximum IBCK.DE drawdown of -33.11%. Use the drawdown chart below to compare losses from any high point for MVEA.DE and IBCK.DE. For additional features, visit the drawdowns tool.
Volatility
MVEA.DE vs. IBCK.DE - Volatility Comparison
The current volatility for iShares Edge MSCI USA Minimum Volatility ESG UCITS ETF (MVEA.DE) is 3.32%, while iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) (IBCK.DE) has a volatility of 3.64%. This indicates that MVEA.DE experiences smaller price fluctuations and is considered to be less risky than IBCK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.