UEQU.DE vs. IWDA.AS
Compare and contrast key facts about UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc (UEQU.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS).
UEQU.DE and IWDA.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UEQU.DE is a passively managed fund by UBS that tracks the performance of the UBS CMCI Ex Agriculture Ex Livestock Capped. It was launched on Mar 24, 2016. IWDA.AS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. Both UEQU.DE and IWDA.AS 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: UEQU.DE or IWDA.AS.
Correlation
The correlation between UEQU.DE and IWDA.AS is 0.41, 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
UEQU.DE vs. IWDA.AS - Performance Comparison
Key characteristics
UEQU.DE:
1.27
IWDA.AS:
2.05
UEQU.DE:
1.83
IWDA.AS:
2.79
UEQU.DE:
1.23
IWDA.AS:
1.41
UEQU.DE:
0.61
IWDA.AS:
2.89
UEQU.DE:
2.75
IWDA.AS:
13.38
UEQU.DE:
6.06%
IWDA.AS:
1.76%
UEQU.DE:
13.08%
IWDA.AS:
11.37%
UEQU.DE:
-30.56%
IWDA.AS:
-33.63%
UEQU.DE:
-14.41%
IWDA.AS:
-0.90%
Returns By Period
In the year-to-date period, UEQU.DE achieves a 4.02% return, which is significantly higher than IWDA.AS's 2.92% return.
UEQU.DE
4.02%
2.89%
13.48%
17.19%
12.61%
N/A
IWDA.AS
2.92%
2.01%
19.90%
24.40%
12.46%
11.06%
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UEQU.DE vs. IWDA.AS - Expense Ratio Comparison
UEQU.DE has a 0.34% expense ratio, which is higher than IWDA.AS's 0.20% expense ratio.
Risk-Adjusted Performance
UEQU.DE vs. IWDA.AS — Risk-Adjusted Performance Rank
UEQU.DE
IWDA.AS
UEQU.DE vs. IWDA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc (UEQU.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS). 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
UEQU.DE vs. IWDA.AS - Dividend Comparison
Neither UEQU.DE nor IWDA.AS has paid dividends to shareholders.
Drawdowns
UEQU.DE vs. IWDA.AS - Drawdown Comparison
The maximum UEQU.DE drawdown since its inception was -30.56%, smaller than the maximum IWDA.AS drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for UEQU.DE and IWDA.AS. For additional features, visit the drawdowns tool.
Volatility
UEQU.DE vs. IWDA.AS - Volatility Comparison
The current volatility for UBS ETF (IE) CMCI ex-Agriculture SF UCITS ETF (USD) A-acc (UEQU.DE) is 3.05%, while iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) has a volatility of 4.34%. This indicates that UEQU.DE experiences smaller price fluctuations and is considered to be less risky than IWDA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.