WINC.AS vs. SWDA.L
Compare and contrast key facts about iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
WINC.AS and SWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WINC.AS is an actively managed fund by iShares. It was launched on Mar 26, 2024. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009.
Performance
WINC.AS vs. SWDA.L - Performance Comparison
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WINC.AS vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | -2.66% | 21.56% | 8.92% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | -4.80% | 21.14% | 10.74% |
Different Trading Currencies
WINC.AS 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, WINC.AS achieves a -2.66% return, which is significantly higher than SWDA.L's -5.47% return.
WINC.AS
- 1D
- 0.69%
- 1M
- -5.84%
- YTD
- -2.66%
- 6M
- 1.96%
- 1Y
- 19.32%
- 3Y*
- —
- 5Y*
- —
- 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%
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WINC.AS vs. SWDA.L - Expense Ratio Comparison
WINC.AS has a 0.35% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Return for Risk
WINC.AS vs. SWDA.L — Risk / Return Rank
WINC.AS
SWDA.L
WINC.AS vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) 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.
| WINC.AS | SWDA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.17 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.66 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.40 | +0.30 |
Martin ratioReturn relative to average drawdown | 8.88 | 6.74 | +2.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WINC.AS | SWDA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.17 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.64 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 0.67 | +0.53 |
Correlation
The correlation between WINC.AS and SWDA.L is 0.71, 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.
Dividends
WINC.AS vs. SWDA.L - Dividend Comparison
WINC.AS's dividend yield for the trailing twelve months is around 9.72%, while SWDA.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.72% | 9.38% | 4.88% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
Drawdowns
WINC.AS vs. SWDA.L - Drawdown Comparison
The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum SWDA.L drawdown of -33.62%. Use the drawdown chart below to compare losses from any high point for WINC.AS and SWDA.L.
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Drawdown Indicators
| WINC.AS | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.81% | -25.58% | +10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -10.26% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.58% | — |
Current DrawdownCurrent decline from peak | -6.13% | -5.44% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -3.52% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.37% | -0.30% |
Volatility
WINC.AS vs. SWDA.L - Volatility Comparison
iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) have volatilities of 4.47% and 4.42%, 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.
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Volatility by Period
| WINC.AS | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.42% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 8.44% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.00% | 15.36% | -1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 15.30% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.89% | 15.70% | -1.81% |