SWDA.L vs. RBOD.L
Compare and contrast key facts about iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) and iShares Automation & Robotics UCITS ETF (RBOD.L).
SWDA.L and RBOD.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. RBOD.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Oct 19, 2017. Both SWDA.L and RBOD.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 RBOD.L.
Performance
SWDA.L vs. RBOD.L - Performance Comparison
Returns By Period
In the year-to-date period, SWDA.L achieves a 19.45% return, which is significantly higher than RBOD.L's 3.75% return.
SWDA.L
19.45%
2.65%
8.33%
25.11%
12.49%
12.31%
RBOD.L
3.75%
1.67%
2.64%
19.01%
10.80%
N/A
Key characteristics
| SWDA.L | RBOD.L | |
|---|---|---|
| Sharpe Ratio | 2.42 | 0.98 |
| Sortino Ratio | 3.40 | 1.42 |
| Omega Ratio | 1.46 | 1.18 |
| Calmar Ratio | 4.02 | 0.85 |
| Martin Ratio | 17.73 | 3.50 |
| Ulcer Index | 1.38% | 5.11% |
| Daily Std Dev | 10.07% | 18.36% |
| Max Drawdown | -25.58% | -44.50% |
| Current Drawdown | -0.88% | -7.59% |
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SWDA.L vs. RBOD.L - Expense Ratio Comparison
SWDA.L has a 0.20% expense ratio, which is lower than RBOD.L's 0.40% expense ratio.
Correlation
The correlation between SWDA.L and RBOD.L is 0.84, 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. RBOD.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 iShares Automation & Robotics UCITS ETF (RBOD.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. RBOD.L - Dividend Comparison
SWDA.L has not paid dividends to shareholders, while RBOD.L's dividend yield for the trailing twelve months is around 0.42%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RBOD.L iShares Automation & Robotics UCITS ETF | 0.42% | 0.45% | 0.56% | 0.32% | 0.34% | 0.79% | 1.17% |
Drawdowns
SWDA.L vs. RBOD.L - Drawdown Comparison
The maximum SWDA.L drawdown since its inception was -25.58%, smaller than the maximum RBOD.L drawdown of -44.50%. Use the drawdown chart below to compare losses from any high point for SWDA.L and RBOD.L. For additional features, visit the drawdowns tool.
Volatility
SWDA.L vs. RBOD.L - Volatility Comparison
The current volatility for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) is 3.14%, while iShares Automation & Robotics UCITS ETF (RBOD.L) has a volatility of 4.89%. This indicates that SWDA.L experiences smaller price fluctuations and is considered to be less risky than RBOD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.