SWRD.L vs. VHVG.L
Compare and contrast key facts about SPDR MSCI World UCITS ETF (SWRD.L) and Vanguard FTSE Developed World UCITS ETF Acc (VHVG.L).
SWRD.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. SWRD.L is a passively managed fund by State Street that tracks the performance of the MSCI World Index. It was launched on Feb 28, 2019. 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 SWRD.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.
Performance
SWRD.L vs. VHVG.L - Performance Comparison
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SWRD.L vs. VHVG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SWRD.L SPDR MSCI World UCITS ETF | -4.94% | 21.09% | 19.26% | 24.41% | -17.81% | 22.11% | 15.89% | 8.29% |
VHVG.L Vanguard FTSE Developed World UCITS ETF Acc | -4.33% | 22.44% | 17.99% | 23.74% | -18.23% | 21.91% | 16.01% | 9.32% |
Different Trading Currencies
SWRD.L is traded in USD, while VHVG.L is traded in GBP. To make them comparable, the VHVG.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SWRD.L achieves a -4.94% return, which is significantly lower than VHVG.L's -4.33% return.
SWRD.L
- 1D
- 0.55%
- 1M
- -7.20%
- YTD
- -4.94%
- 6M
- -0.91%
- 1Y
- 18.83%
- 3Y*
- 16.70%
- 5Y*
- 10.04%
- 10Y*
- —
VHVG.L
- 1D
- 0.85%
- 1M
- -7.64%
- YTD
- -4.33%
- 6M
- 0.03%
- 1Y
- 20.27%
- 3Y*
- 17.08%
- 5Y*
- 9.93%
- 10Y*
- —
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SWRD.L vs. VHVG.L - Expense Ratio Comparison
Both SWRD.L and VHVG.L have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
SWRD.L vs. VHVG.L — Risk / Return Rank
SWRD.L
VHVG.L
SWRD.L vs. VHVG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World UCITS ETF (SWRD.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.
| SWRD.L | VHVG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.37 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.90 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.67 | -0.16 |
Martin ratioReturn relative to average drawdown | 7.22 | 7.70 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWRD.L | VHVG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.37 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.73 | -0.02 |
Correlation
The correlation between SWRD.L and VHVG.L is 0.92, 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.
Dividends
SWRD.L vs. VHVG.L - Dividend Comparison
Neither SWRD.L nor VHVG.L has paid dividends to shareholders.
Drawdowns
SWRD.L vs. VHVG.L - Drawdown Comparison
The maximum SWRD.L drawdown since its inception was -34.10%, roughly equal to the maximum VHVG.L drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for SWRD.L and VHVG.L.
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Drawdown Indicators
| SWRD.L | VHVG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.10% | -25.41% | -8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -9.94% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.54% | -17.96% | -7.58% |
Current DrawdownCurrent decline from peak | -7.72% | -5.91% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -3.35% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 2.33% | +0.07% |
Volatility
SWRD.L vs. VHVG.L - Volatility Comparison
SPDR MSCI World UCITS ETF (SWRD.L) and Vanguard FTSE Developed World UCITS ETF Acc (VHVG.L) have volatilities of 4.72% and 4.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRD.L | VHVG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 4.69% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 8.51% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 14.80% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 15.02% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 17.15% | +0.16% |