PHGP.L vs. IWDA.AS
Compare and contrast key facts about WisdomTree Physical Gold (PHGP.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS).
PHGP.L and IWDA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PHGP.L is a passively managed fund by WisdomTree that tracks the performance of the Gold. It was launched on Apr 24, 2007. IWDA.AS 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 PHGP.L and IWDA.AS 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: PHGP.L or IWDA.AS.
Key characteristics
| PHGP.L | IWDA.AS | |
|---|---|---|
| YTD Return | 15.01% | 11.46% |
| 1Y Return | 15.56% | 24.23% |
| 3Y Return (Ann) | 12.30% | 10.99% |
| 5Y Return (Ann) | 12.76% | 12.29% |
| 10Y Return (Ann) | 8.84% | 11.82% |
| Sharpe Ratio | 1.37 | 2.30 |
| Daily Std Dev | 11.75% | 9.75% |
| Max Drawdown | -42.06% | -33.63% |
| Current Drawdown | -3.11% | -0.21% |
Correlation
The correlation between PHGP.L and IWDA.AS is 0.09, 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
PHGP.L vs. IWDA.AS - Performance Comparison
In the year-to-date period, PHGP.L achieves a 15.01% return, which is significantly higher than IWDA.AS's 11.46% return. Over the past 10 years, PHGP.L has underperformed IWDA.AS with an annualized return of 8.84%, while IWDA.AS has yielded a comparatively higher 11.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PHGP.L vs. IWDA.AS - Expense Ratio Comparison
PHGP.L has a 0.39% expense ratio, which is higher than IWDA.AS's 0.20% expense ratio.
Risk-Adjusted Performance
PHGP.L vs. IWDA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Physical Gold (PHGP.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS). 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
PHGP.L vs. IWDA.AS - Dividend Comparison
Neither PHGP.L nor IWDA.AS has paid dividends to shareholders.
Drawdowns
PHGP.L vs. IWDA.AS - Drawdown Comparison
The maximum PHGP.L drawdown since its inception was -42.06%, which is greater than IWDA.AS's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for PHGP.L and IWDA.AS. For additional features, visit the drawdowns tool.
Volatility
PHGP.L vs. IWDA.AS - Volatility Comparison
WisdomTree Physical Gold (PHGP.L) has a higher volatility of 4.82% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) at 3.50%. This indicates that PHGP.L's price experiences larger fluctuations and is considered to be riskier than IWDA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.