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RTWO.L vs. WLDS.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RTWO.L vs. WLDS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (RTWO.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.L). The values are adjusted to include any dividend payments, if applicable.

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RTWO.L vs. WLDS.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RTWO.L
L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc
2.11%11.33%9.23%20.06%-18.68%19.21%19.82%24.50%-11.44%
WLDS.L
iShares MSCI World Small Cap UCITS ETF
3.35%20.30%6.77%17.09%-18.63%15.66%15.99%25.24%-12.82%
Different Trading Currencies

RTWO.L is traded in USD, while WLDS.L is traded in GBP. To make them comparable, the WLDS.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, RTWO.L achieves a 2.11% return, which is significantly lower than WLDS.L's 3.35% return.


RTWO.L

1D
3.10%
1M
-3.32%
YTD
2.11%
6M
4.57%
1Y
23.09%
3Y*
12.80%
5Y*
4.87%
10Y*
10.34%

WLDS.L

1D
3.26%
1M
-4.67%
YTD
3.35%
6M
6.62%
1Y
28.43%
3Y*
14.34%
5Y*
5.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RTWO.L vs. WLDS.L - Expense Ratio Comparison

RTWO.L has a 0.30% expense ratio, which is lower than WLDS.L's 0.35% expense ratio.


Return for Risk

RTWO.L vs. WLDS.L — Risk / Return Rank

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

RTWO.L
RTWO.L Risk / Return Rank: 6666
Overall Rank
RTWO.L Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
RTWO.L Sortino Ratio Rank: 6464
Sortino Ratio Rank
RTWO.L Omega Ratio Rank: 5555
Omega Ratio Rank
RTWO.L Calmar Ratio Rank: 7979
Calmar Ratio Rank
RTWO.L Martin Ratio Rank: 6868
Martin Ratio Rank

WLDS.L
WLDS.L Risk / Return Rank: 8484
Overall Rank
WLDS.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
WLDS.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
WLDS.L Omega Ratio Rank: 7878
Omega Ratio Rank
WLDS.L Calmar Ratio Rank: 9090
Calmar Ratio Rank
WLDS.L Martin Ratio Rank: 8989
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.

RTWO.L vs. WLDS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (RTWO.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.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.


RTWO.LWLDS.LDifference

Sharpe ratio

Return per unit of total volatility

1.19

1.66

-0.47

Sortino ratio

Return per unit of downside risk

1.73

2.27

-0.54

Omega ratio

Gain probability vs. loss probability

1.22

1.31

-0.09

Calmar ratio

Return relative to maximum drawdown

2.52

3.05

-0.52

Martin ratio

Return relative to average drawdown

7.99

10.75

-2.75

RTWO.L vs. WLDS.L - Sharpe Ratio Comparison

The current RTWO.L Sharpe Ratio is 1.19, which is comparable to the WLDS.L Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of RTWO.L and WLDS.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RTWO.LWLDS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.66

-0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.32

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.41

+0.15

Correlation

The correlation between RTWO.L and WLDS.L is 0.90, 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.


Dividends

RTWO.L vs. WLDS.L - Dividend Comparison

Neither RTWO.L nor WLDS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

RTWO.L vs. WLDS.L - Drawdown Comparison

The maximum RTWO.L drawdown since its inception was -42.35%, roughly equal to the maximum WLDS.L drawdown of -40.96%. Use the drawdown chart below to compare losses from any high point for RTWO.L and WLDS.L.


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Drawdown Indicators


RTWO.LWLDS.LDifference

Max Drawdown

Largest peak-to-trough decline

-42.35%

-33.26%

-9.09%

Max Drawdown (1Y)

Largest decline over 1 year

-13.19%

-11.09%

-2.10%

Max Drawdown (5Y)

Largest decline over 5 years

-29.71%

-21.55%

-8.16%

Max Drawdown (10Y)

Largest decline over 10 years

-42.35%

Current Drawdown

Current decline from peak

-5.89%

-4.33%

-1.56%

Average Drawdown

Average peak-to-trough decline

-7.96%

-6.47%

-1.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

2.14%

+0.73%

Volatility

RTWO.L vs. WLDS.L - Volatility Comparison

L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (RTWO.L) has a higher volatility of 6.72% compared to iShares MSCI World Small Cap UCITS ETF (WLDS.L) at 6.14%. This indicates that RTWO.L's price experiences larger fluctuations and is considered to be riskier than WLDS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RTWO.LWLDS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

6.14%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

12.26%

10.69%

+1.57%

Volatility (1Y)

Calculated over the trailing 1-year period

19.41%

17.05%

+2.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.07%

17.99%

+3.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.41%

19.46%

+1.95%