SRIW.L vs. IWDA.L
Compare and contrast key facts about UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis (SRIW.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
SRIW.L and IWDA.L 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. IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009. Both SRIW.L and IWDA.L 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 IWDA.L.
Correlation
The correlation between SRIW.L and IWDA.L is 0.71, 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.
Performance
SRIW.L vs. IWDA.L - Performance Comparison
Key characteristics
SRIW.L:
2.47
IWDA.L:
1.78
SRIW.L:
3.35
IWDA.L:
2.44
SRIW.L:
1.47
IWDA.L:
1.32
SRIW.L:
3.26
IWDA.L:
2.78
SRIW.L:
17.23
IWDA.L:
10.56
SRIW.L:
1.96%
IWDA.L:
1.99%
SRIW.L:
13.72%
IWDA.L:
11.79%
SRIW.L:
-21.55%
IWDA.L:
-34.11%
SRIW.L:
-3.11%
IWDA.L:
-0.27%
Returns By Period
In the year-to-date period, SRIW.L achieves a 1.52% return, which is significantly lower than IWDA.L's 4.59% return.
SRIW.L
1.52%
-2.27%
8.23%
15.78%
N/A
N/A
IWDA.L
4.59%
2.56%
8.02%
20.84%
11.90%
10.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SRIW.L vs. IWDA.L - Expense Ratio Comparison
SRIW.L has a 0.22% expense ratio, which is higher than IWDA.L'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. IWDA.L — Risk-Adjusted Performance Rank
SRIW.L
IWDA.L
SRIW.L vs. IWDA.L - 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 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.
Dividends
SRIW.L vs. IWDA.L - Dividend Comparison
SRIW.L's dividend yield for the trailing twelve months is around 1.32%, while IWDA.L 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% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SRIW.L vs. IWDA.L - Drawdown Comparison
The maximum SRIW.L drawdown since its inception was -21.55%, smaller than the maximum IWDA.L drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for SRIW.L and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
SRIW.L vs. IWDA.L - Volatility Comparison
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis (SRIW.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) have volatilities of 3.35% and 3.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.