SWDA.L vs. MWRD.L
Compare and contrast key facts about iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) and Amundi Index MSCI World (MWRD.L).
SWDA.L and MWRD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. Both SWDA.L and MWRD.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: SWDA.L or MWRD.L.
Performance
SWDA.L vs. MWRD.L - Performance Comparison
Returns By Period
SWDA.L
19.45%
2.65%
8.33%
25.11%
12.49%
12.31%
MWRD.L
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| SWDA.L | MWRD.L |
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SWDA.L vs. MWRD.L - Expense Ratio Comparison
SWDA.L has a 0.20% expense ratio, which is higher than MWRD.L's 0.08% 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%.
Correlation
The correlation between SWDA.L and MWRD.L is 0.91, 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.
Risk-Adjusted Performance
SWDA.L vs. MWRD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) and Amundi Index MSCI World (MWRD.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
SWDA.L vs. MWRD.L - Dividend Comparison
Neither SWDA.L nor MWRD.L has paid dividends to shareholders.
Drawdowns
SWDA.L vs. MWRD.L - Drawdown Comparison
Volatility
SWDA.L vs. MWRD.L - Volatility Comparison
iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a higher volatility of 3.15% compared to Amundi Index MSCI World (MWRD.L) at 0.00%. This indicates that SWDA.L's price experiences larger fluctuations and is considered to be riskier than MWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.