SUWG.L vs. VHVG.L
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) and Vanguard FTSE Developed World UCITS ETF Acc (VHVG.L).
SUWG.L and VHVG.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. VHVG.L is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 24, 2019. Both SUWG.L and VHVG.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 VHVG.L.
Correlation
The correlation between SUWG.L and VHVG.L is 0.97, 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. VHVG.L - Performance Comparison
Key characteristics
SUWG.L:
1.22
VHVG.L:
2.00
SUWG.L:
1.69
VHVG.L:
2.79
SUWG.L:
1.23
VHVG.L:
1.37
SUWG.L:
2.14
VHVG.L:
3.43
SUWG.L:
7.14
VHVG.L:
14.91
SUWG.L:
1.93%
VHVG.L:
1.43%
SUWG.L:
11.27%
VHVG.L:
10.62%
SUWG.L:
-18.47%
VHVG.L:
-25.41%
SUWG.L:
-2.60%
VHVG.L:
-0.45%
Returns By Period
In the year-to-date period, SUWG.L achieves a 2.28% return, which is significantly lower than VHVG.L's 4.46% return.
SUWG.L
2.28%
1.34%
12.33%
13.74%
N/A
N/A
VHVG.L
4.46%
3.30%
15.57%
21.24%
12.27%
N/A
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SUWG.L vs. VHVG.L - Expense Ratio Comparison
SUWG.L has a 0.20% expense ratio, which is higher than VHVG.L's 0.12% 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
SUWG.L vs. VHVG.L — Risk-Adjusted Performance Rank
SUWG.L
VHVG.L
SUWG.L vs. VHVG.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 Vanguard FTSE Developed World UCITS ETF Acc (VHVG.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. VHVG.L - Dividend Comparison
SUWG.L's dividend yield for the trailing twelve months is around 1.35%, while VHVG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
SUWG.L iShares MSCI World SRI UCITS ETF USD (Dist) | 1.35% | 1.38% | 1.54% | 1.69% | 1.17% |
VHVG.L Vanguard FTSE Developed World UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SUWG.L vs. VHVG.L - Drawdown Comparison
The maximum SUWG.L drawdown since its inception was -18.47%, smaller than the maximum VHVG.L drawdown of -25.41%. Use the drawdown chart below to compare losses from any high point for SUWG.L and VHVG.L. For additional features, visit the drawdowns tool.
Volatility
SUWG.L vs. VHVG.L - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) has a higher volatility of 4.04% compared to Vanguard FTSE Developed World UCITS ETF Acc (VHVG.L) at 3.48%. This indicates that SUWG.L's price experiences larger fluctuations and is considered to be riskier than VHVG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.