SRIW.L vs. IUSK.DE
Compare and contrast key facts about UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis (SRIW.L) and iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE).
SRIW.L and IUSK.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SRIW.L is a passively managed fund by UBS Fund Management (Luxembourg) S.A. that tracks the performance of the MSCI ACWI NR USD. It was launched on May 7, 2020. IUSK.DE is a passively managed fund by iShares that tracks the performance of the MSCI Europe SRI Select Reduced Fossil Fuels. It was launched on Feb 25, 2011. Both SRIW.L and IUSK.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRIW.L or IUSK.DE.
Correlation
The correlation between SRIW.L and IUSK.DE is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SRIW.L vs. IUSK.DE - Performance Comparison
Key characteristics
SRIW.L:
2.47
IUSK.DE:
0.70
SRIW.L:
3.35
IUSK.DE:
1.01
SRIW.L:
1.47
IUSK.DE:
1.13
SRIW.L:
3.26
IUSK.DE:
1.01
SRIW.L:
17.23
IUSK.DE:
2.57
SRIW.L:
1.96%
IUSK.DE:
3.12%
SRIW.L:
13.72%
IUSK.DE:
11.51%
SRIW.L:
-21.55%
IUSK.DE:
-33.56%
SRIW.L:
-3.11%
IUSK.DE:
-0.76%
Returns By Period
In the year-to-date period, SRIW.L achieves a 1.52% return, which is significantly lower than IUSK.DE's 5.89% return.
SRIW.L
1.52%
-2.27%
8.23%
15.78%
N/A
N/A
IUSK.DE
5.89%
3.21%
1.56%
6.88%
6.92%
6.62%
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SRIW.L vs. IUSK.DE - Expense Ratio Comparison
SRIW.L has a 0.22% expense ratio, which is higher than IUSK.DE's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SRIW.L vs. IUSK.DE — Risk-Adjusted Performance Rank
SRIW.L
IUSK.DE
SRIW.L vs. IUSK.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis (SRIW.L) and iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE). 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.
Dividends
SRIW.L vs. IUSK.DE - Dividend Comparison
SRIW.L's dividend yield for the trailing twelve months is around 1.32%, while IUSK.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
SRIW.L UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis | 1.32% | 1.25% | 1.26% | 1.47% | 1.10% | 0.22% |
IUSK.DE iShares MSCI Europe SRI UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SRIW.L vs. IUSK.DE - Drawdown Comparison
The maximum SRIW.L drawdown since its inception was -21.55%, smaller than the maximum IUSK.DE drawdown of -33.56%. Use the drawdown chart below to compare losses from any high point for SRIW.L and IUSK.DE. For additional features, visit the drawdowns tool.
Volatility
SRIW.L vs. IUSK.DE - Volatility Comparison
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis (SRIW.L) has a higher volatility of 3.35% compared to iShares MSCI Europe SRI UCITS ETF (Acc) (IUSK.DE) at 2.62%. This indicates that SRIW.L's price experiences larger fluctuations and is considered to be riskier than IUSK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.