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WINC.AS vs. VGVE.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WINC.AS vs. VGVE.DE

Last updated Apr 1, 2026

Compare and contrast key facts about iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Vanguard FTSE Developed World UCITS ETF Distributing (VGVE.DE).

WINC.AS and VGVE.DE 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. VGVE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed. It was launched on Sep 30, 2014.

Performance

WINC.AS vs. VGVE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Vanguard FTSE Developed World UCITS ETF Distributing (VGVE.DE). The values are adjusted to include any dividend payments, if applicable.

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WINC.AS vs. VGVE.DE - Yearly Performance Comparison

2026 (YTD)20252024
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		-2.66%21.56%8.92%
VGVE.DE
Vanguard FTSE Developed World UCITS ETF Distributing		-4.26%22.81%9.74%
Different Trading Currencies

WINC.AS is traded in USD, while VGVE.DE is traded in EUR. To make them comparable, the VGVE.DE 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 VGVE.DE's -4.26% return.

WINC.AS

1D
0.69%
1M
-5.84%
YTD
-2.66%
6M
1.96%
1Y
19.32%
3Y*
—
5Y*
—
10Y*
—

VGVE.DE

1D
0.88%
1M
-7.23%
YTD
-4.26%
6M
0.25%
1Y
20.17%
3Y*
16.98%
5Y*
9.81%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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iShares World Equity High Income UCITS ETF USD Inc

Vanguard FTSE Developed World UCITS ETF Distributing

Often compared with WINC.AS:
WINC.AS vs. JEPQWINC.AS vs. JEPG.LWINC.AS vs. JEQP.LWINC.AS vs. SWDA.LWINC.AS vs. QQQIWINC.AS vs. VWRL.ASWINC.AS vs. TDGB.L
Often compared with VGVE.DE:
VGVE.DE vs. SWDA.LVGVE.DE vs. VWCE.DEVGVE.DE vs. EUNL.DEVGVE.DE vs. VIGVGVE.DE vs. VOOVGVE.DE vs. VTIVGVE.DE vs. SPY

WINC.AS vs. VGVE.DE - Expense Ratio Comparison

WINC.AS has a 0.35% expense ratio, which is higher than VGVE.DE's 0.12% expense ratio.

WINC.AS
iShares World Equity High Income UCITS ETF USD Inc
VGVE.DE
Vanguard FTSE Developed World UCITS ETF Distributing

Return for Risk

WINC.AS vs. VGVE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WINC.AS
WINC.AS Risk / Return Rank: 7777
Overall Rank
WINC.AS Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7878
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7979
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7070
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 8383
Martin Ratio Rank
VGVE.DE
VGVE.DE Risk / Return Rank: 4141
Overall Rank
VGVE.DE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
VGVE.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
VGVE.DE Omega Ratio Rank: 4444
Omega Ratio Rank
VGVE.DE Calmar Ratio Rank: 3434
Calmar Ratio Rank
VGVE.DE Martin Ratio Rank: 4343
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.

WINC.AS vs. VGVE.DE - 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 Vanguard FTSE Developed World UCITS ETF Distributing (VGVE.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.

WINC.ASVGVE.DEDifference

Sharpe ratio

Return per unit of total volatility

1.39

1.24

+0.15

Sortino ratio

Return per unit of downside risk

1.94

1.75

+0.19

Omega ratio

Gain probability vs. loss probability

1.29

1.26

+0.03

Calmar ratio

Return relative to maximum drawdown

1.70

1.55

+0.16

Martin ratio

Return relative to average drawdown

8.88

7.87

+1.01

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WINC.AS vs. VGVE.DE - Sharpe Ratio Comparison

The current WINC.AS Sharpe Ratio is 1.39, which is comparable to the VGVE.DE Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of WINC.AS and VGVE.DE, 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

WINC.ASVGVE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.39

1.24

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.63

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.20

0.64

+0.56

Correlation

The correlation between WINC.AS and VGVE.DE 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. VGVE.DE - Dividend Comparison

WINC.AS's dividend yield for the trailing twelve months is around 9.72%, more than VGVE.DE's 1.23% yield.

TTM202520242023202220212020201920182017
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.72%9.38%4.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGVE.DE
Vanguard FTSE Developed World UCITS ETF Distributing		1.23%1.22%1.36%1.59%1.93%1.22%1.40%1.67%1.95%0.34%

Drawdowns

WINC.AS vs. VGVE.DE - Drawdown Comparison

The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum VGVE.DE drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for WINC.AS and VGVE.DE.

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Drawdown Indicators

WINC.ASVGVE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.81%

-33.63%

+18.82%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-13.11%

+2.30%

Max Drawdown (5Y)

Largest decline over 5 years

—

-21.26%

—

Current Drawdown

Current decline from peak

-6.13%

-5.80%

-0.33%

Average Drawdown

Average peak-to-trough decline

-1.60%

-4.43%

+2.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

2.72%

-0.65%

Volatility

WINC.AS vs. VGVE.DE - Volatility Comparison

iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and Vanguard FTSE Developed World UCITS ETF Distributing (VGVE.DE) have volatilities of 4.47% and 4.66%, 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.ASVGVE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

4.66%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

7.48%

8.63%

-1.15%

Volatility (1Y)

Calculated over the trailing 1-year period

14.00%

16.24%

-2.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

15.41%

-1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.89%

16.60%

-2.71%