VWRA.L vs. FWRAX

In the year-to-date period, VWRA.L achieves a 4.62% return, which is significantly lower than FWRAX's 5.34% return.

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VWRA.L has a 0.22% expense ratio, which is lower than FWRAX's 1.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World UCITS ETF USD Accumulating (VWRA.L) and Fidelity Advisor Global Real Estate Fund Class A (FWRAX). 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.

The current VWRA.L Sharpe Ratio is 0.84, which is comparable to the FWRAX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VWRA.L and FWRAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWRA.L has not paid dividends to shareholders, while FWRAX's dividend yield for the trailing twelve months is around 105.13%.

The maximum VWRA.L drawdown since its inception was -33.62%, smaller than the maximum FWRAX drawdown of -41.27%. Use the drawdown chart below to compare losses from any high point for VWRA.L and FWRAX.

The current volatility for Vanguard FTSE All-World UCITS ETF USD Accumulating (VWRA.L) is 3.53%, while Fidelity Advisor Global Real Estate Fund Class A (FWRAX) has a volatility of 4.96%. This indicates that VWRA.L experiences smaller price fluctuations and is considered to be less risky than FWRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.