VHVE.L vs. SWRD.AS
Compare and contrast key facts about Vanguard FTSE Developed World UCITS ETF USD Acc (VHVE.L) and SPDR MSCI World UCITS ETF (SWRD.AS).
VHVE.L and SWRD.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VHVE.L is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed. It was launched on Sep 24, 2019. SWRD.AS is a passively managed fund by State Street that tracks the performance of the MSCI ACWI NR USD. It was launched on Feb 28, 2019. Both VHVE.L and SWRD.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: VHVE.L or SWRD.AS.
Correlation
The correlation between VHVE.L and SWRD.AS is 0.89, 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
VHVE.L vs. SWRD.AS - Performance Comparison
Key characteristics
VHVE.L:
1.66
SWRD.AS:
2.23
VHVE.L:
2.31
SWRD.AS:
3.03
VHVE.L:
1.30
SWRD.AS:
1.45
VHVE.L:
2.59
SWRD.AS:
3.11
VHVE.L:
10.14
SWRD.AS:
14.18
VHVE.L:
1.97%
SWRD.AS:
1.80%
VHVE.L:
12.02%
SWRD.AS:
11.41%
VHVE.L:
-33.60%
SWRD.AS:
-33.61%
VHVE.L:
-0.17%
SWRD.AS:
-0.08%
Returns By Period
In the year-to-date period, VHVE.L achieves a 4.88% return, which is significantly higher than SWRD.AS's 4.17% return.
VHVE.L
4.88%
3.35%
8.02%
19.67%
11.47%
N/A
SWRD.AS
4.17%
1.53%
15.06%
23.87%
12.24%
N/A
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VHVE.L vs. SWRD.AS - Expense Ratio Comparison
Both VHVE.L and SWRD.AS 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%.
Risk-Adjusted Performance
VHVE.L vs. SWRD.AS — Risk-Adjusted Performance Rank
VHVE.L
SWRD.AS
VHVE.L vs. SWRD.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed World UCITS ETF USD Acc (VHVE.L) and SPDR MSCI World UCITS ETF (SWRD.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
VHVE.L vs. SWRD.AS - Dividend Comparison
Neither VHVE.L nor SWRD.AS has paid dividends to shareholders.
Drawdowns
VHVE.L vs. SWRD.AS - Drawdown Comparison
The maximum VHVE.L drawdown since its inception was -33.60%, roughly equal to the maximum SWRD.AS drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for VHVE.L and SWRD.AS. For additional features, visit the drawdowns tool.
Volatility
VHVE.L vs. SWRD.AS - Volatility Comparison
Vanguard FTSE Developed World UCITS ETF USD Acc (VHVE.L) has a higher volatility of 3.87% compared to SPDR MSCI World UCITS ETF (SWRD.AS) at 3.16%. This indicates that VHVE.L's price experiences larger fluctuations and is considered to be riskier than SWRD.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.