URTH vs. XWD.TO
Compare and contrast key facts about iShares MSCI World ETF (URTH) and iShares MSCI World Index ETF (XWD.TO).
URTH and XWD.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. XWD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Jun 18, 2009. Both URTH and XWD.TO 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: URTH or XWD.TO.
Correlation
The correlation between URTH and XWD.TO is 0.85, 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.
Performance
URTH vs. XWD.TO - Performance Comparison
Key characteristics
URTH:
0.60
XWD.TO:
0.68
URTH:
0.96
XWD.TO:
1.02
URTH:
1.14
XWD.TO:
1.16
URTH:
0.64
XWD.TO:
0.68
URTH:
2.87
XWD.TO:
2.97
URTH:
3.80%
XWD.TO:
3.83%
URTH:
18.18%
XWD.TO:
16.81%
URTH:
-34.01%
XWD.TO:
-27.48%
URTH:
-6.73%
XWD.TO:
-9.39%
Returns By Period
In the year-to-date period, URTH achieves a -1.58% return, which is significantly higher than XWD.TO's -5.23% return. Over the past 10 years, URTH has underperformed XWD.TO with an annualized return of 9.46%, while XWD.TO has yielded a comparatively higher 10.45% annualized return.
URTH
-1.58%
-1.63%
-1.31%
10.34%
14.35%
9.46%
XWD.TO
-5.23%
-4.86%
-1.96%
11.12%
13.50%
10.45%
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URTH vs. XWD.TO - Expense Ratio Comparison
URTH has a 0.24% expense ratio, which is lower than XWD.TO's 0.48% expense ratio.
Risk-Adjusted Performance
URTH vs. XWD.TO — Risk-Adjusted Performance Rank
URTH
XWD.TO
URTH vs. XWD.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ETF (URTH) and iShares MSCI World Index ETF (XWD.TO). 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
URTH vs. XWD.TO - Dividend Comparison
URTH's dividend yield for the trailing twelve months is around 1.50%, more than XWD.TO's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URTH iShares MSCI World ETF | 1.50% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
XWD.TO iShares MSCI World Index ETF | 1.26% | 1.19% | 1.39% | 1.36% | 1.21% | 1.06% | 1.76% | 1.94% | 1.63% | 1.83% | 1.84% | 2.15% |
Drawdowns
URTH vs. XWD.TO - Drawdown Comparison
The maximum URTH drawdown since its inception was -34.01%, which is greater than XWD.TO's maximum drawdown of -27.48%. Use the drawdown chart below to compare losses from any high point for URTH and XWD.TO. For additional features, visit the drawdowns tool.
Volatility
URTH vs. XWD.TO - Volatility Comparison
iShares MSCI World ETF (URTH) and iShares MSCI World Index ETF (XWD.TO) have volatilities of 13.25% and 13.71%, 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.