RBOT.L vs. SWDA.L
RBOT.L (iShares Automation & Robotics UCITS ETF) and SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both exchange-traded funds - RBOT.L is a Technology Equities fund tracking the iShares Automation & Robotics UCITS ETF, while SWDA.L is a Global Equities fund tracking the MSCI World Index. Both are passively managed. Over the past 5 years, RBOT.L returned 9.32%/yr vs 11.75%/yr for SWDA.L. Their correlation of 0.80 suggests significant overlap in exposure. RBOT.L charges 0.40%/yr vs 0.20%/yr for SWDA.L.
Performance
RBOT.L vs. SWDA.L - Performance Comparison
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Different Trading Currencies
RBOT.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, RBOT.L achieves a 23.01% return, which is significantly higher than SWDA.L's 10.59% return.
RBOT.L
- 1D
- -1.11%
- 1M
- -6.58%
- 6M
- 17.95%
- YTD
- 23.01%
- 1Y
- 31.64%
- 3Y*
- 17.77%
- 5Y*
- 9.32%
- 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%
RBOT.L vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBOT.L iShares Automation & Robotics UCITS ETF | 23.01% | 17.58% | 5.55% | 39.74% | -34.43% | 20.69% | 39.88% | 36.88% | -18.72% | 47.21% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 10.59% | 21.14% | 19.09% | 23.79% | -18.13% | 22.52% | 15.68% | 27.97% | -9.23% | 22.42% |
Correlation
The correlation between RBOT.L and SWDA.L is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.80 |
The correlation between RBOT.L and SWDA.L has been stable across timeframes, ranging from 0.77 to 0.84 - a consistent structural relationship.
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Return for Risk
RBOT.L vs. SWDA.L — Risk / Return Rank
RBOT.L
SWDA.L
RBOT.L vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (RBOT.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.
| RBOT.L | SWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.60 | -0.44 |
| Martin ratioReturn relative to average drawdown | 6.96 | 11.09 | -4.13 |
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Drawdowns
RBOT.L vs. SWDA.L - Drawdown Comparison
The maximum RBOT.L drawdown since its inception was -44.55%, roughly equal to the maximum SWDA.L drawdown of -45.69%. Use the drawdown chart below to compare losses from any high point for RBOT.L and SWDA.L.
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Drawdown Indicators
| RBOT.L | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.55% | -45.69% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.07% | -8.59% | -6.48% |
Max Drawdown (3Y)Largest decline over 3 years | -25.12% | -17.07% | -8.05% |
Max Drawdown (5Y)Largest decline over 5 years | -44.55% | -26.50% | -18.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -8.42% | 0.00% | -8.42% |
Average DrawdownAverage peak-to-trough decline | -10.73% | -11.15% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 2.02% | +2.67% |
Volatility
RBOT.L vs. SWDA.L - Volatility Comparison
iShares Automation & Robotics UCITS ETF (RBOT.L) has a higher volatility of 10.24% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.88%. This indicates that RBOT.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
| RBOT.L | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.24% | 2.88% | +7.36% |
Volatility (6M)Calculated over the trailing 6-month period | 21.69% | 9.14% | +12.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.38% | 11.74% | +13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.35% | 15.34% | +9.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.84% | 15.69% | +7.15% |
RBOT.L vs. SWDA.L - Expense Ratio Comparison
RBOT.L has a 0.40% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Dividends
RBOT.L vs. SWDA.L - Dividend Comparison
Neither RBOT.L nor SWDA.L has paid dividends to shareholders.
Frequently Asked Questions
RBOT.L and SWDA.L have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SWDA.L is cheaper with a 0.20% expense ratio, compared with 0.40% for RBOT.L.
RBOT.L is categorized as Technology Equities, while SWDA.L is Global Equities. RBOT.L tracks iShares Automation & Robotics UCITS ETF, while SWDA.L tracks MSCI World Index. Their fees differ too: 0.40% for RBOT.L and 0.20% for SWDA.L.
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