V60A.DE vs. IS3S.DE
V60A.DE (Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating) and IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) are both exchange-traded funds - V60A.DE is a Global Allocation fund tracking the Blended Index (60% Equity / 40% Bonds), while IS3S.DE is a Global Equities fund tracking the MSCI World Enhanced Value. Both are passively managed. Over the past 5 years, V60A.DE returned 6.55%/yr vs 17.35%/yr for IS3S.DE. A 0.77 correlation means they provide meaningful diversification when combined. V60A.DE charges 0.25%/yr vs 0.30%/yr for IS3S.DE.
Performance
V60A.DE vs. IS3S.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, V60A.DE achieves a 7.46% return, which is significantly lower than IS3S.DE's 35.27% return.
V60A.DE
- 1D
- -0.15%
- 1M
- 2.08%
- YTD
- 7.46%
- 6M
- 7.41%
- 1Y
- 16.00%
- 3Y*
- 11.57%
- 5Y*
- 6.55%
- 10Y*
- —
IS3S.DE
- 1D
- -0.83%
- 1M
- 11.04%
- YTD
- 35.27%
- 6M
- 38.20%
- 1Y
- 63.38%
- 3Y*
- 26.82%
- 5Y*
- 17.35%
- 10Y*
- 12.60%
V60A.DE vs. IS3S.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
V60A.DE Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating | 7.46% | 7.02% | 14.29% | 12.38% | -14.22% | 14.35% | 1.64% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 35.27% | 25.13% | 11.36% | 15.62% | -4.81% | 30.38% | 0.08% |
Correlation
The correlation between V60A.DE and IS3S.DE is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020 | 0.77 |
The correlation between V60A.DE and IS3S.DE has been stable across timeframes, ranging from 0.74 to 0.77 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
V60A.DE vs. IS3S.DE — Risk / Return Rank
V60A.DE
IS3S.DE
V60A.DE vs. IS3S.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE). 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.
| V60A.DE | IS3S.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.25 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.83 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 10.36 | -7.28 |
| Martin ratioReturn relative to average drawdown | 13.82 | 39.01 | -25.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| V60A.DE | IS3S.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 4.53 | -2.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 1.24 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.68 | +0.17 |
Drawdowns
V60A.DE vs. IS3S.DE - Drawdown Comparison
The maximum V60A.DE drawdown since its inception was -15.27%, smaller than the maximum IS3S.DE drawdown of -35.18%. Use the drawdown chart below to compare losses from any high point for V60A.DE and IS3S.DE.
Loading charts...
Drawdown Indicators
| V60A.DE | IS3S.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.27% | -35.18% | +19.91% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -6.09% | +0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -13.05% | -17.80% | +4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -15.27% | -17.80% | +2.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.18% | — |
Current DrawdownCurrent decline from peak | -0.19% | -0.83% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -5.82% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 1.62% | -0.45% |
Volatility
V60A.DE vs. IS3S.DE - Volatility Comparison
The current volatility for Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) is 2.01%, while iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) has a volatility of 5.62%. This indicates that V60A.DE experiences smaller price fluctuations and is considered to be less risky than IS3S.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| V60A.DE | IS3S.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.01% | 5.62% | -3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 5.40% | 11.32% | -5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.03% | 13.93% | -6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.65% | 13.85% | -5.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.54% | 15.76% | -7.22% |
V60A.DE vs. IS3S.DE - Expense Ratio Comparison
V60A.DE has a 0.25% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.
Dividends
V60A.DE vs. IS3S.DE - Dividend Comparison
Neither V60A.DE nor IS3S.DE has paid dividends to shareholders.
Frequently Asked Questions
V60A.DE and IS3S.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V60A.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V60A.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for IS3S.DE.
V60A.DE is categorized as Global Allocation, while IS3S.DE is Global Equities. V60A.DE tracks Blended Index (60% Equity / 40% Bonds), while IS3S.DE tracks MSCI World Enhanced Value. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.25% for V60A.DE and 0.30% for IS3S.DE.
Find the right allocation for V60A.DE and IS3S.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer