SUWS.L vs. IGLN.L
SUWS.L (iShares MSCI World SRI UCITS ETF USD (Dist)) and IGLN.L (iShares Physical Gold ETC) are both exchange-traded funds - SUWS.L is a Global Equities fund tracking the iShares MSCI World SRI UCITS ETF USD (Dist), while IGLN.L is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 5 years, SUWS.L returned 9.18%/yr vs 17.30%/yr for IGLN.L. At a 0.16 correlation, their price movements are largely independent. SUWS.L charges 0.20%/yr vs 0.12%/yr for IGLN.L.
Performance
SUWS.L vs. IGLN.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUWS.L achieves a 10.37% return, which is significantly higher than IGLN.L's -6.13% return.
SUWS.L
- 1D
- -0.43%
- 1M
- -1.35%
- 6M
- 8.12%
- YTD
- 10.37%
- 1Y
- 18.55%
- 3Y*
- 13.89%
- 5Y*
- 9.18%
- 10Y*
- —
IGLN.L
- 1D
- -0.82%
- 1M
- -7.02%
- 6M
- -12.44%
- YTD
- -6.13%
- 1Y
- 21.47%
- 3Y*
- 27.22%
- 5Y*
- 17.30%
- 10Y*
- 11.58%
SUWS.L vs. IGLN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUWS.L iShares MSCI World SRI UCITS ETF USD (Dist) | 10.37% | 14.86% | 11.22% | 25.16% | -21.20% | 25.32% | 21.04% | 29.76% | -7.49% | 4.80% |
IGLN.L iShares Physical Gold ETC | -6.13% | 64.93% | 26.14% | 13.44% | -0.09% | -4.03% | 24.16% | 18.30% | -1.33% | 0.63% |
Correlation
The correlation between SUWS.L and IGLN.L is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2017 | 0.16 |
Over the past year, SUWS.L and IGLN.L have become more correlated (0.40) than their long-term average of 0.16, meaning their price movements have been converging.
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Return for Risk
SUWS.L vs. IGLN.L — Risk / Return Rank
SUWS.L
IGLN.L
SUWS.L vs. IGLN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWS.L) and iShares Physical Gold ETC (IGLN.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.
| SUWS.L | IGLN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 0.88 | +1.17 |
| Martin ratioReturn relative to average drawdown | 7.87 | 2.15 | +5.72 |
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Drawdowns
SUWS.L vs. IGLN.L - Drawdown Comparison
The maximum SUWS.L drawdown since its inception was -31.97%, smaller than the maximum IGLN.L drawdown of -45.25%. Use the drawdown chart below to compare losses from any high point for SUWS.L and IGLN.L.
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Drawdown Indicators
| SUWS.L | IGLN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.97% | -45.25% | +13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -24.39% | +14.83% |
Max Drawdown (3Y)Largest decline over 3 years | -17.81% | -24.39% | +6.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.06% | -24.39% | -4.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.39% | — |
Current DrawdownCurrent decline from peak | -1.78% | -23.66% | +21.88% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -19.73% | +14.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 9.97% | -7.48% |
Volatility
SUWS.L vs. IGLN.L - Volatility Comparison
The current volatility for iShares MSCI World SRI UCITS ETF USD (Dist) (SUWS.L) is 4.00%, while iShares Physical Gold ETC (IGLN.L) has a volatility of 7.59%. This indicates that SUWS.L experiences smaller price fluctuations and is considered to be less risky than IGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUWS.L | IGLN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 7.59% | -3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 11.41% | 23.02% | -11.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.94% | 26.39% | -12.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.40% | 17.79% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 15.74% | +1.11% |
SUWS.L vs. IGLN.L - Expense Ratio Comparison
SUWS.L has a 0.20% expense ratio, which is higher than IGLN.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%.
Dividends
SUWS.L vs. IGLN.L - Dividend Comparison
SUWS.L's dividend yield for the trailing twelve months is around 1.20%, while IGLN.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IGLN.L iShares Physical Gold ETC | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SUWS.L iShares MSCI World SRI UCITS ETF USD (Dist) | 1.20% | 1.21% | 1.41% | 1.52% | 1.71% | 1.20% | 1.21% | 1.70% | 2.26% |
Frequently Asked Questions
SUWS.L and IGLN.L have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IGLN.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IGLN.L is cheaper with a 0.12% expense ratio, compared with 0.20% for SUWS.L.
SUWS.L is categorized as Global Equities, while IGLN.L is Gold. SUWS.L tracks iShares MSCI World SRI UCITS ETF USD (Dist), while IGLN.L tracks LBMA Gold Price. Their fees differ too: 0.20% for SUWS.L and 0.12% for IGLN.L.
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