R1GR.L vs. SWDA.L
R1GR.L (iShares Russell 1000 Growth UCITS ETF) and SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both Global Equities funds from iShares - R1GR.L tracks the iShares Russell 1000 Growth UCITS ETF while SWDA.L tracks the MSCI World Index. Both are passively managed. Over the past 3 years, R1GR.L returned 20.56%/yr vs 19.10%/yr for SWDA.L. Their correlation of 0.82 suggests significant overlap in exposure.
Performance
R1GR.L vs. SWDA.L - Performance Comparison
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Different Trading Currencies
R1GR.L is traded in USD, while SWDA.L is traded in GBp. To make them comparable, the SWDA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, R1GR.L achieves a 3.02% return, which is significantly lower than SWDA.L's 10.59% return.
R1GR.L
- 1D
- -0.21%
- 1M
- -1.39%
- 6M
- 4.77%
- YTD
- 3.02%
- 1Y
- 13.82%
- 3Y*
- 20.56%
- 5Y*
- —
- 10Y*
- —
SWDA.L
- 1D
- 0.59%
- 1M
- 0.70%
- 6M
- 9.50%
- YTD
- 10.59%
- 1Y
- 22.47%
- 3Y*
- 19.10%
- 5Y*
- 11.75%
- 10Y*
- 13.08%
R1GR.L vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
R1GR.L iShares Russell 1000 Growth UCITS ETF | 3.02% | 17.39% | 34.17% | 10.92% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 10.59% | 21.14% | 19.09% | 9.09% |
Correlation
The correlation between R1GR.L and SWDA.L is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2023 | 0.82 |
The correlation between R1GR.L and SWDA.L has been stable across timeframes, ranging from 0.82 to 0.84 - a consistent structural relationship.
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Return for Risk
R1GR.L vs. SWDA.L — Risk / Return Rank
R1GR.L
SWDA.L
R1GR.L vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth UCITS ETF (R1GR.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| R1GR.L | SWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 2.60 | -1.67 |
| Martin ratioReturn relative to average drawdown | 2.86 | 11.09 | -8.23 |
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Drawdowns
R1GR.L vs. SWDA.L - Drawdown Comparison
The maximum R1GR.L drawdown since its inception was -23.18%, smaller than the maximum SWDA.L drawdown of -45.69%. Use the drawdown chart below to compare losses from any high point for R1GR.L and SWDA.L.
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Drawdown Indicators
| R1GR.L | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.18% | -45.69% | +22.51% |
Max Drawdown (1Y)Largest decline over 1 year | -15.74% | -8.59% | -7.15% |
Max Drawdown (3Y)Largest decline over 3 years | -23.18% | -17.07% | -6.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -4.75% | 0.00% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -11.15% | +7.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 2.02% | +3.14% |
Volatility
R1GR.L vs. SWDA.L - Volatility Comparison
iShares Russell 1000 Growth UCITS ETF (R1GR.L) has a higher volatility of 5.51% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.88%. This indicates that R1GR.L's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| R1GR.L | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 2.88% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.74% | 9.14% | +3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 11.74% | +4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 15.34% | +2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 15.69% | +2.34% |
Dividends
R1GR.L vs. SWDA.L - Dividend Comparison
Neither R1GR.L nor SWDA.L has paid dividends to shareholders.
Frequently Asked Questions
R1GR.L and SWDA.L have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
R1GR.L tracks iShares Russell 1000 Growth UCITS ETF, while SWDA.L tracks MSCI World Index.
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