IWY vs. UB12.L
Compare and contrast key facts about iShares Russell Top 200 Growth ETF (IWY) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L).
IWY and UB12.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. UB12.L is a passively managed fund by UBS that tracks the performance of the MSCI Europe NR EUR. It was launched on Oct 5, 2009. Both IWY and UB12.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: IWY or UB12.L.
Correlation
The correlation between IWY and UB12.L is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IWY vs. UB12.L - Performance Comparison
Key characteristics
IWY:
1.47
UB12.L:
1.06
IWY:
1.97
UB12.L:
1.54
IWY:
1.27
UB12.L:
1.18
IWY:
1.95
UB12.L:
1.65
IWY:
7.11
UB12.L:
3.63
IWY:
3.80%
UB12.L:
3.03%
IWY:
18.45%
UB12.L:
10.34%
IWY:
-32.68%
UB12.L:
-28.66%
IWY:
-3.34%
UB12.L:
-0.81%
Returns By Period
In the year-to-date period, IWY achieves a 0.43% return, which is significantly lower than UB12.L's 9.33% return. Over the past 10 years, IWY has outperformed UB12.L with an annualized return of 17.38%, while UB12.L has yielded a comparatively lower 7.77% annualized return.
IWY
0.43%
-2.50%
9.77%
23.36%
18.78%
17.38%
UB12.L
9.33%
2.99%
5.04%
11.17%
8.00%
7.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWY vs. UB12.L - Expense Ratio Comparison
Both IWY and UB12.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IWY vs. UB12.L — Risk-Adjusted Performance Rank
IWY
UB12.L
IWY vs. UB12.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Top 200 Growth ETF (IWY) and UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.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
IWY vs. UB12.L - Dividend Comparison
IWY's dividend yield for the trailing twelve months is around 0.42%, less than UB12.L's 2.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWY iShares Russell Top 200 Growth ETF | 0.42% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
UB12.L UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 2.65% | 2.75% | 2.73% | 2.73% | 2.08% | 2.03% | 3.07% | 3.33% | 2.90% | 3.73% | 3.17% | 3.31% |
Drawdowns
IWY vs. UB12.L - Drawdown Comparison
The maximum IWY drawdown since its inception was -32.68%, which is greater than UB12.L's maximum drawdown of -28.66%. Use the drawdown chart below to compare losses from any high point for IWY and UB12.L. For additional features, visit the drawdowns tool.
Volatility
IWY vs. UB12.L - Volatility Comparison
iShares Russell Top 200 Growth ETF (IWY) has a higher volatility of 5.36% compared to UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis (UB12.L) at 3.46%. This indicates that IWY's price experiences larger fluctuations and is considered to be riskier than UB12.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.