SUWG.L vs. SPX4.L
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) and SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L).
SUWG.L and SPX4.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUWG.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 12, 2017. SPX4.L is a passively managed fund by State Street that tracks the performance of the Russell Mid Cap TR USD. It was launched on Jan 30, 2012. Both SUWG.L and SPX4.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: SUWG.L or SPX4.L.
Correlation
The correlation between SUWG.L and SPX4.L is 0.85, 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
SUWG.L vs. SPX4.L - Performance Comparison
Key characteristics
SUWG.L:
1.18
SPX4.L:
1.08
SUWG.L:
1.65
SPX4.L:
1.68
SUWG.L:
1.23
SPX4.L:
1.20
SUWG.L:
2.04
SPX4.L:
1.51
SUWG.L:
6.57
SPX4.L:
4.14
SUWG.L:
2.00%
SPX4.L:
3.79%
SUWG.L:
11.15%
SPX4.L:
14.51%
SUWG.L:
-18.47%
SPX4.L:
-19.95%
SUWG.L:
-2.62%
SPX4.L:
-5.68%
Returns By Period
In the year-to-date period, SUWG.L achieves a 2.26% return, which is significantly higher than SPX4.L's 2.14% return.
SUWG.L
2.26%
-1.75%
8.65%
13.18%
N/A
N/A
SPX4.L
2.14%
-3.83%
10.36%
15.93%
N/A
N/A
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SUWG.L vs. SPX4.L - Expense Ratio Comparison
SUWG.L has a 0.20% expense ratio, which is lower than SPX4.L's 0.30% expense ratio.
Risk-Adjusted Performance
SUWG.L vs. SPX4.L — Risk-Adjusted Performance Rank
SUWG.L
SPX4.L
SUWG.L vs. SPX4.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) and SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.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
SUWG.L vs. SPX4.L - Dividend Comparison
SUWG.L's dividend yield for the trailing twelve months is around 31.17%, while SPX4.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
SUWG.L iShares MSCI World SRI UCITS ETF USD (Dist) | 31.17% | 31.88% | 1.54% | 1.69% | 1.17% |
SPX4.L SPDR S&P 400 US Mid Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SUWG.L vs. SPX4.L - Drawdown Comparison
The maximum SUWG.L drawdown since its inception was -18.47%, smaller than the maximum SPX4.L drawdown of -19.95%. Use the drawdown chart below to compare losses from any high point for SUWG.L and SPX4.L. For additional features, visit the drawdowns tool.
Volatility
SUWG.L vs. SPX4.L - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) has a higher volatility of 3.57% compared to SPDR S&P 400 US Mid Cap UCITS ETF (SPX4.L) at 2.92%. This indicates that SUWG.L's price experiences larger fluctuations and is considered to be riskier than SPX4.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.