SWDA.L vs. ISPA.DE
SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both Global Equities funds from iShares - SWDA.L tracks the MSCI World Index while ISPA.DE tracks the STOXX Global Select Dividend 100. Both are passively managed. Over the past 10 years, SWDA.L returned 12.56%/yr vs 8.84%/yr for ISPA.DE. A 0.72 correlation means they provide meaningful diversification when combined. SWDA.L charges 0.20%/yr vs 0.46%/yr for ISPA.DE.
Performance
SWDA.L vs. ISPA.DE - Performance Comparison
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Different Trading Currencies
SWDA.L is traded in GBp, while ISPA.DE is traded in EUR. To make them comparable, the ISPA.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SWDA.L achieves a 9.33% return, which is significantly lower than ISPA.DE's 15.03% return. Over the past 10 years, SWDA.L has outperformed ISPA.DE with an annualized return of 12.56%, while ISPA.DE has yielded a comparatively lower 8.84% annualized return.
SWDA.L
- 1D
- 0.25%
- 1M
- -1.61%
- 6M
- 8.59%
- YTD
- 9.33%
- 1Y
- 20.19%
- 3Y*
- 16.57%
- 5Y*
- 11.82%
- 10Y*
- 12.56%
- ALL TIME*
- 9.05%
ISPA.DE
- 1D
- -0.37%
- 1M
- 1.38%
- 6M
- 12.96%
- YTD
- 15.03%
- 1Y
- 29.91%
- 3Y*
- 18.77%
- 5Y*
- 11.47%
- 10Y*
- 8.84%
- ALL TIME*
- 9.70%
SWDA.L vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 9.33% | 12.64% | 21.11% | 17.59% | -8.33% | 23.64% | 12.25% | 23.03% | -3.78% | 11.78% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 15.03% | 25.95% | 8.04% | 2.69% | 3.46% | 14.14% | -3.99% | 17.77% | -5.66% | 7.37% |
Correlation
The correlation between SWDA.L and ISPA.DE is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.72 |
The correlation between SWDA.L and ISPA.DE shifts across timeframes, from 0.56 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SWDA.L vs. ISPA.DE — Risk / Return Rank
SWDA.L
ISPA.DE
SWDA.L vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
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.
| SWDA.L | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.54 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.63 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 6.62 | -3.55 |
| Martin ratioReturn relative to average drawdown | 11.89 | 24.11 | -12.22 |
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Drawdowns
SWDA.L vs. ISPA.DE - Drawdown Comparison
The maximum SWDA.L drawdown since its inception was -41.70%, which is greater than ISPA.DE's maximum drawdown of -32.65%. Use the drawdown chart below to compare losses from any high point for SWDA.L and ISPA.DE.
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Drawdown Indicators
| SWDA.L | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.70% | -32.65% | -9.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -4.50% | -2.05% |
Max Drawdown (3Y)Largest decline over 3 years | -18.50% | -12.88% | -5.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.50% | -15.30% | -3.20% |
Max Drawdown (10Y)Largest decline over 10 years | -25.58% | -32.65% | +7.07% |
Current DrawdownCurrent decline from peak | -1.61% | -0.37% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -4.25% | -5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.24% | +0.45% |
Volatility
SWDA.L vs. ISPA.DE - Volatility Comparison
iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a higher volatility of 2.67% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.04%. This indicates that SWDA.L's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWDA.L | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 2.04% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 6.63% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.47% | 8.60% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.33% | 11.64% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 14.36% | +0.15% |
SWDA.L vs. ISPA.DE - Expense Ratio Comparison
SWDA.L has a 0.20% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
SWDA.L vs. ISPA.DE - Dividend Comparison
SWDA.L has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.92% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SWDA.L and ISPA.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SWDA.L is cheaper with a 0.20% expense ratio, compared with 0.46% for ISPA.DE.
SWDA.L tracks MSCI World Index, while ISPA.DE tracks STOXX Global Select Dividend 100. Their fees differ too: 0.20% for SWDA.L and 0.46% for ISPA.DE.
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