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R1GR.AS vs. LTAM.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

R1GR.AS vs. LTAM.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Russell 1000 Growth UCITS ETF (R1GR.AS) and iShares MSCI EM Latin America UCITS ETF USD (Dist) (LTAM.AS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

R1GR.AS is traded in USD, while LTAM.AS is traded in EUR. To make them comparable, the LTAM.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, R1GR.AS achieves a 6.45% return, which is significantly lower than LTAM.AS's 9.86% return.


R1GR.AS

1D
-0.17%
1M
5.23%
YTD
6.45%
6M
6.63%
1Y
25.33%
3Y*
5Y*
10Y*

LTAM.AS

1D
-0.48%
1M
-7.82%
YTD
9.86%
6M
8.12%
1Y
35.78%
3Y*
12.99%
5Y*
8.22%
10Y*
7.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

R1GR.AS vs. LTAM.AS - Yearly Performance Comparison


2026 (YTD)202520242023
R1GR.AS
iShares Russell 1000 Growth UCITS ETF
6.45%17.57%35.07%6.55%
LTAM.AS
iShares MSCI EM Latin America UCITS ETF USD (Dist)
9.86%54.36%-27.22%5.88%

Correlation

The correlation between R1GR.AS and LTAM.AS is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Aug 1, 2023

0.33

The correlation between R1GR.AS and LTAM.AS shifts across timeframes, from 0.33 (all time) to 0.44 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

R1GR.AS vs. LTAM.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

R1GR.AS
R1GR.AS Risk / Return Rank: 4242
Overall Rank
R1GR.AS Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
R1GR.AS Sortino Ratio Rank: 4949
Sortino Ratio Rank
R1GR.AS Omega Ratio Rank: 4646
Omega Ratio Rank
R1GR.AS Calmar Ratio Rank: 3333
Calmar Ratio Rank
R1GR.AS Martin Ratio Rank: 3535
Martin Ratio Rank

LTAM.AS
LTAM.AS Risk / Return Rank: 5656
Overall Rank
LTAM.AS Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
LTAM.AS Sortino Ratio Rank: 5555
Sortino Ratio Rank
LTAM.AS Omega Ratio Rank: 5252
Omega Ratio Rank
LTAM.AS Calmar Ratio Rank: 6161
Calmar Ratio Rank
LTAM.AS Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

R1GR.AS vs. LTAM.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth UCITS ETF (R1GR.AS) and iShares MSCI EM Latin America UCITS ETF USD (Dist) (LTAM.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.


R1GR.ASLTAM.ASDifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.17

Omega ratioGain probability vs. loss probability

1.29

1.31

-0.02

Calmar ratioReturn relative to maximum drawdown

1.59

2.85

-1.26

Martin ratioReturn relative to average drawdown

5.20

8.20

-3.00

R1GR.AS vs. LTAM.AS - Sharpe Ratio Comparison

The current R1GR.AS Sharpe Ratio is 1.63, which is comparable to the LTAM.AS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of R1GR.AS and LTAM.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


R1GR.ASLTAM.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.63

1.82

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

1.32

0.02

+1.30

Drawdowns

R1GR.AS vs. LTAM.AS - Drawdown Comparison

The maximum R1GR.AS drawdown since its inception was -23.09%, smaller than the maximum LTAM.AS drawdown of -68.93%. Use the drawdown chart below to compare losses from any high point for R1GR.AS and LTAM.AS.


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Drawdown Indicators


R1GR.ASLTAM.ASDifference

Max Drawdown

Largest peak-to-trough decline

-23.09%

-68.93%

+45.84%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-12.40%

-3.31%

Max Drawdown (3Y)

Largest decline over 3 years

-27.86%

Max Drawdown (5Y)

Largest decline over 5 years

-28.39%

Max Drawdown (10Y)

Largest decline over 10 years

-55.32%

Current Drawdown

Current decline from peak

-1.53%

-12.40%

+10.87%

Average Drawdown

Average peak-to-trough decline

-3.34%

-36.27%

+32.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.84%

4.33%

+0.51%

Volatility

R1GR.AS vs. LTAM.AS - Volatility Comparison

The current volatility for iShares Russell 1000 Growth UCITS ETF (R1GR.AS) is 4.13%, while iShares MSCI EM Latin America UCITS ETF USD (Dist) (LTAM.AS) has a volatility of 5.82%. This indicates that R1GR.AS experiences smaller price fluctuations and is considered to be less risky than LTAM.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


R1GR.ASLTAM.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

5.82%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

11.33%

16.47%

-5.14%

Volatility (1Y)

Calculated over the trailing 1-year period

15.36%

19.36%

-4.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.90%

22.28%

-3.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.90%

26.08%

-7.18%

R1GR.AS vs. LTAM.AS - Expense Ratio Comparison

R1GR.AS has a 0.18% expense ratio, which is lower than LTAM.AS'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%.


Dividends

R1GR.AS vs. LTAM.AS - Dividend Comparison

R1GR.AS has not paid dividends to shareholders, while LTAM.AS's dividend yield for the trailing twelve months is around 3.02%.


PositionTTM20252024202320222021202020192018201720162015
LTAM.AS
iShares MSCI EM Latin America UCITS ETF USD (Dist)
3.02%3.21%5.22%3.99%6.79%2.66%1.65%2.11%1.84%1.41%1.23%2.69%
R1GR.AS
iShares Russell 1000 Growth UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


R1GR.AS and LTAM.AS have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, R1GR.AS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

R1GR.AS is cheaper with a 0.18% expense ratio, compared with 0.20% for LTAM.AS.

R1GR.AS is categorized as Large Cap Growth Equities, while LTAM.AS is Latin America Equities. R1GR.AS tracks Russell 1000 Growth UCITS 30/18 Capped index, while LTAM.AS tracks MSCI EM Latin America NR USD. Their fees differ too: 0.18% for R1GR.AS and 0.20% for LTAM.AS.

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