MVEW.L vs. V
Compare and contrast key facts about iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.L) and Visa Inc. (V).
MVEW.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Apr 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MVEW.L or V.
Key characteristics
MVEW.L | V | |
---|---|---|
YTD Return | 10.10% | 11.44% |
1Y Return | 12.66% | 19.38% |
3Y Return (Ann) | 6.52% | 10.03% |
Sharpe Ratio | 1.53 | 1.25 |
Daily Std Dev | 7.72% | 15.05% |
Max Drawdown | -10.07% | -51.90% |
Current Drawdown | -0.87% | -1.06% |
Correlation
The correlation between MVEW.L and V is 0.44, 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
MVEW.L vs. V - Performance Comparison
In the year-to-date period, MVEW.L achieves a 10.10% return, which is significantly lower than V's 11.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MVEW.L vs. V - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.L) and Visa Inc. (V). 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
MVEW.L vs. V - Dividend Comparison
MVEW.L has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.72%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (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% |
Visa Inc. | 0.72% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
MVEW.L vs. V - Drawdown Comparison
The maximum MVEW.L drawdown since its inception was -10.07%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MVEW.L and V. For additional features, visit the drawdowns tool.
Volatility
MVEW.L vs. V - Volatility Comparison
The current volatility for iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.L) is 3.05%, while Visa Inc. (V) has a volatility of 3.66%. This indicates that MVEW.L experiences smaller price fluctuations and is considered to be less risky than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.