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WCOS.L vs. SWDA.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WCOS.L vs. SWDA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR MSCI World Consumer Staples UCITS ETF (WCOS.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). The values are adjusted to include any dividend payments, if applicable.

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WCOS.L vs. SWDA.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WCOS.L
SPDR MSCI World Consumer Staples UCITS ETF
3.59%8.52%5.94%1.94%-5.27%12.81%7.61%22.47%-10.18%17.35%
SWDA.L
iShares Core MSCI World UCITS ETF USD (Acc)
-4.80%21.14%19.09%23.79%-18.13%22.52%15.68%27.97%-9.23%22.42%
Different Trading Currencies

WCOS.L is traded in USD, while SWDA.L is traded in GBp. To make them comparable, the SWDA.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, WCOS.L achieves a 3.59% return, which is significantly higher than SWDA.L's -5.47% return.


WCOS.L

1D
-0.83%
1M
-9.02%
YTD
3.59%
6M
5.09%
1Y
6.40%
3Y*
5.61%
5Y*
5.41%
10Y*

SWDA.L

1D
0.00%
1M
-7.83%
YTD
-5.47%
6M
-1.48%
1Y
18.00%
3Y*
16.51%
5Y*
9.81%
10Y*
11.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WCOS.L vs. SWDA.L - Expense Ratio Comparison

WCOS.L has a 0.30% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.


Return for Risk

WCOS.L vs. SWDA.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WCOS.L
WCOS.L Risk / Return Rank: 2525
Overall Rank
WCOS.L Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
WCOS.L Sortino Ratio Rank: 2525
Sortino Ratio Rank
WCOS.L Omega Ratio Rank: 2424
Omega Ratio Rank
WCOS.L Calmar Ratio Rank: 2626
Calmar Ratio Rank
WCOS.L Martin Ratio Rank: 2424
Martin Ratio Rank

SWDA.L
SWDA.L Risk / Return Rank: 6666
Overall Rank
SWDA.L Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SWDA.L Sortino Ratio Rank: 6666
Sortino Ratio Rank
SWDA.L Omega Ratio Rank: 6868
Omega Ratio Rank
SWDA.L Calmar Ratio Rank: 6161
Calmar Ratio Rank
SWDA.L Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WCOS.L vs. SWDA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Consumer Staples UCITS ETF (WCOS.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). 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.


WCOS.LSWDA.LDifference

Sharpe ratio

Return per unit of total volatility

0.46

1.17

-0.71

Sortino ratio

Return per unit of downside risk

0.72

1.66

-0.94

Omega ratio

Gain probability vs. loss probability

1.10

1.24

-0.14

Calmar ratio

Return relative to maximum drawdown

0.60

1.40

-0.80

Martin ratio

Return relative to average drawdown

1.69

6.74

-5.06

WCOS.L vs. SWDA.L - Sharpe Ratio Comparison

The current WCOS.L Sharpe Ratio is 0.46, which is lower than the SWDA.L Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of WCOS.L and SWDA.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WCOS.LSWDA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.46

1.17

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.64

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.67

-0.20

Correlation

The correlation between WCOS.L and SWDA.L is 0.54, 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.


Dividends

WCOS.L vs. SWDA.L - Dividend Comparison

Neither WCOS.L nor SWDA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

WCOS.L vs. SWDA.L - Drawdown Comparison

The maximum WCOS.L drawdown since its inception was -23.55%, smaller than the maximum SWDA.L drawdown of -33.62%. Use the drawdown chart below to compare losses from any high point for WCOS.L and SWDA.L.


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Drawdown Indicators


WCOS.LSWDA.LDifference

Max Drawdown

Largest peak-to-trough decline

-23.55%

-25.58%

+2.03%

Max Drawdown (1Y)

Largest decline over 1 year

-9.72%

-10.26%

+0.54%

Max Drawdown (5Y)

Largest decline over 5 years

-17.62%

-18.50%

+0.88%

Max Drawdown (10Y)

Largest decline over 10 years

-25.58%

Current Drawdown

Current decline from peak

-9.02%

-5.44%

-3.58%

Average Drawdown

Average peak-to-trough decline

-4.14%

-3.52%

-0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

2.37%

+1.08%

Volatility

WCOS.L vs. SWDA.L - Volatility Comparison

SPDR MSCI World Consumer Staples UCITS ETF (WCOS.L) has a higher volatility of 4.74% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 4.42%. This indicates that WCOS.L's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WCOS.LSWDA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

4.42%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

9.29%

8.44%

+0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

13.79%

15.36%

-1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.99%

15.30%

-3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.52%

15.70%

-3.18%