WLD.MI vs. IVV
Compare and contrast key facts about Lyxor UCITS MSCI World D-EUR (WLD.MI) and iShares Core S&P 500 ETF (IVV).
WLD.MI and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WLD.MI is a passively managed fund by Amundi that tracks the performance of the MSCI World Index. It was launched on Jun 2, 2021. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both WLD.MI and IVV 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: WLD.MI or IVV.
Correlation
The correlation between WLD.MI and IVV is 0.56, 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.
Performance
WLD.MI vs. IVV - Performance Comparison
Key characteristics
WLD.MI:
0.29
IVV:
0.53
WLD.MI:
0.49
IVV:
0.87
WLD.MI:
1.07
IVV:
1.13
WLD.MI:
0.23
IVV:
0.55
WLD.MI:
0.92
IVV:
2.27
WLD.MI:
5.40%
IVV:
4.56%
WLD.MI:
17.14%
IVV:
19.37%
WLD.MI:
-53.28%
IVV:
-55.25%
WLD.MI:
-15.03%
IVV:
-9.90%
Returns By Period
In the year-to-date period, WLD.MI achieves a -11.07% return, which is significantly lower than IVV's -5.74% return. Over the past 10 years, WLD.MI has underperformed IVV with an annualized return of 8.96%, while IVV has yielded a comparatively higher 12.22% annualized return.
WLD.MI
-11.07%
-5.53%
-7.33%
3.07%
12.71%
8.96%
IVV
-5.74%
-0.88%
-4.30%
9.78%
15.84%
12.22%
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WLD.MI vs. IVV - Expense Ratio Comparison
WLD.MI has a 0.30% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
WLD.MI vs. IVV — Risk-Adjusted Performance Rank
WLD.MI
IVV
WLD.MI vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor UCITS MSCI World D-EUR (WLD.MI) and iShares Core S&P 500 ETF (IVV). 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
WLD.MI vs. IVV - Dividend Comparison
WLD.MI's dividend yield for the trailing twelve months is around 1.82%, more than IVV's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLD.MI Lyxor UCITS MSCI World D-EUR | 1.82% | 1.62% | 1.36% | 1.96% | 1.31% | 1.58% | 1.49% | 2.37% | 2.06% | 2.34% | 2.55% | 1.72% |
IVV iShares Core S&P 500 ETF | 1.40% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
WLD.MI vs. IVV - Drawdown Comparison
The maximum WLD.MI drawdown since its inception was -53.28%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for WLD.MI and IVV. For additional features, visit the drawdowns tool.
Volatility
WLD.MI vs. IVV - Volatility Comparison
The current volatility for Lyxor UCITS MSCI World D-EUR (WLD.MI) is 12.68%, while iShares Core S&P 500 ETF (IVV) has a volatility of 14.25%. This indicates that WLD.MI experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.