MWRD.L vs. SWDA.L
Compare and contrast key facts about Amundi Index MSCI World (MWRD.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
MWRD.L and SWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. 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. Both MWRD.L and SWDA.L 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: MWRD.L or SWDA.L.
Performance
MWRD.L vs. SWDA.L - Performance Comparison
Returns By Period
MWRD.L
N/A
N/A
N/A
N/A
N/A
N/A
SWDA.L
19.45%
2.65%
8.33%
25.11%
12.49%
12.31%
Key characteristics
| MWRD.L | SWDA.L |
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MWRD.L vs. SWDA.L - Expense Ratio Comparison
MWRD.L has a 0.08% expense ratio, which is lower than SWDA.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between MWRD.L and SWDA.L is 0.91, 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.
Risk-Adjusted Performance
MWRD.L vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index MSCI World (MWRD.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
MWRD.L vs. SWDA.L - Dividend Comparison
Neither MWRD.L nor SWDA.L has paid dividends to shareholders.
Drawdowns
MWRD.L vs. SWDA.L - Drawdown Comparison
Volatility
MWRD.L vs. SWDA.L - Volatility Comparison
The current volatility for Amundi Index MSCI World (MWRD.L) is 0.00%, while iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a volatility of 3.15%. This indicates that MWRD.L experiences smaller price fluctuations and is considered to be less risky than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.