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SEDM.L vs. IWDA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SEDM.L vs. IWDA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI EM IMI Screened UCITS ETF USD (Dist) (SEDM.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SEDM.L achieves a 18.00% return, which is significantly higher than IWDA.L's 10.17% return.


SEDM.L

1D
-0.77%
1M
-7.30%
6M
12.55%
YTD
18.00%
1Y
33.61%
3Y*
19.38%
5Y*
6.74%
10Y*

IWDA.L

1D
0.19%
1M
0.21%
6M
9.01%
YTD
10.17%
1Y
22.01%
3Y*
18.87%
5Y*
11.60%
10Y*
12.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SEDM.L vs. IWDA.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SEDM.L
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)
18.00%32.84%7.40%10.53%-20.48%-1.52%19.90%16.95%1.21%
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
10.17%21.03%19.11%24.27%-18.11%22.19%16.06%27.13%-8.52%

Correlation

The correlation between SEDM.L and IWDA.L is 0.74, 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

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (5Y)
Calculated over the trailing 5-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2018

0.73

The correlation between SEDM.L and IWDA.L has been stable across timeframes, ranging from 0.71 to 0.74 - a consistent structural relationship.

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Return for Risk

SEDM.L vs. IWDA.L — Risk / Return Rank

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

SEDM.L
SEDM.L Risk / Return Rank: 5757
Overall Rank
SEDM.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
SEDM.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
SEDM.L Omega Ratio Rank: 5757
Omega Ratio Rank
SEDM.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
SEDM.L Martin Ratio Rank: 5858
Martin Ratio Rank

IWDA.L
IWDA.L Risk / Return Rank: 7171
Overall Rank
IWDA.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IWDA.L Sortino Ratio Rank: 7777
Sortino Ratio Rank
IWDA.L Omega Ratio Rank: 6868
Omega Ratio Rank
IWDA.L Calmar Ratio Rank: 6666
Calmar Ratio Rank
IWDA.L Martin Ratio Rank: 7474
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.

SEDM.L vs. IWDA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM IMI Screened UCITS ETF USD (Dist) (SEDM.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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.


SEDM.LIWDA.LDifference
Sharpe ratioReturn per unit of total volatility

-0.25

Sortino ratioReturn per unit of downside risk

-0.60

Omega ratioGain probability vs. loss probability

1.29

1.32

-0.04

Calmar ratioReturn relative to maximum drawdown

2.52

2.64

-0.12

Martin ratioReturn relative to average drawdown

8.04

10.75

-2.71

SEDM.L vs. IWDA.L - Sharpe Ratio Comparison

The current SEDM.L Sharpe Ratio is 1.54, which is comparable to the IWDA.L Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of SEDM.L and IWDA.L, 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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Drawdowns

SEDM.L vs. IWDA.L - Drawdown Comparison

The maximum SEDM.L drawdown since its inception was -38.83%, which is greater than IWDA.L's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for SEDM.L and IWDA.L.


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Drawdown Indicators


SEDM.LIWDA.LDifference

Max Drawdown

Largest peak-to-trough decline

-38.83%

-34.11%

-4.72%

Max Drawdown (1Y)

Largest decline over 1 year

-13.30%

-8.31%

-4.99%

Max Drawdown (3Y)

Largest decline over 3 years

-17.22%

-16.94%

-0.28%

Max Drawdown (5Y)

Largest decline over 5 years

-34.83%

-25.88%

-8.95%

Max Drawdown (10Y)

Largest decline over 10 years

-34.11%

Current Drawdown

Current decline from peak

-8.97%

-0.12%

-8.85%

Average Drawdown

Average peak-to-trough decline

-12.85%

-4.39%

-8.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

2.04%

+2.13%

Volatility

SEDM.L vs. IWDA.L - Volatility Comparison

iShares MSCI EM IMI Screened UCITS ETF USD (Dist) (SEDM.L) has a higher volatility of 8.85% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) at 2.72%. This indicates that SEDM.L's price experiences larger fluctuations and is considered to be riskier than IWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SEDM.LIWDA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.85%

2.72%

+6.13%

Volatility (6M)

Calculated over the trailing 6-month period

19.60%

9.80%

+9.80%

Volatility (1Y)

Calculated over the trailing 1-year period

21.74%

12.26%

+9.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

15.73%

+3.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.19%

15.78%

+4.41%

SEDM.L vs. IWDA.L - Expense Ratio Comparison

SEDM.L has a 0.18% expense ratio, which is lower than IWDA.L'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

SEDM.L vs. IWDA.L - Dividend Comparison

SEDM.L's dividend yield for the trailing twelve months is around 1.71%, while IWDA.L has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
IWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SEDM.L
iShares MSCI EM IMI Screened UCITS ETF USD (Dist)
1.71%1.96%2.37%2.33%2.56%1.83%1.51%2.23%

Frequently Asked Questions


SEDM.L and IWDA.L have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

SEDM.L is cheaper with a 0.18% expense ratio, compared with 0.20% for IWDA.L.

SEDM.L tracks iShares MSCI EM IMI Screened UCITS ETF USD (Dist), while IWDA.L tracks MSCI World Index (Net). Their fees differ too: 0.18% for SEDM.L and 0.20% for IWDA.L.

Portfolio Optimizer

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