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WMVG.L vs. VSCGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WMVG.L vs. VSCGX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc) (WMVG.L) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). The values are adjusted to include any dividend payments, if applicable.

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WMVG.L vs. VSCGX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
WMVG.L
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc)
0.10%9.08%14.49%7.33%-8.31%16.96%-1.30%11.65%
VSCGX
Vanguard LifeStrategy Conservative Growth Fund
0.10%4.83%13.60%7.08%-4.90%7.05%8.23%10.21%
Different Trading Currencies

WMVG.L is traded in GBP, while VSCGX is traded in USD. To make them comparable, the VSCGX values have been converted to GBP using the latest available exchange rates.

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with WMVG.L at 0.10% and VSCGX at 0.10%.


WMVG.L

1D
0.04%
1M
-4.37%
YTD
0.10%
6M
1.24%
1Y
2.38%
3Y*
9.74%
5Y*
6.73%
10Y*

VSCGX

1D
0.70%
1M
-2.89%
YTD
0.10%
6M
1.75%
1Y
7.48%
3Y*
7.49%
5Y*
5.52%
10Y*
6.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WMVG.L vs. VSCGX - Expense Ratio Comparison

WMVG.L has a 0.35% expense ratio, which is higher than VSCGX's 0.12% expense ratio.


Return for Risk

WMVG.L vs. VSCGX — Risk / Return Rank

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

WMVG.L
WMVG.L Risk / Return Rank: 1717
Overall Rank
WMVG.L Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
WMVG.L Sortino Ratio Rank: 1616
Sortino Ratio Rank
WMVG.L Omega Ratio Rank: 1717
Omega Ratio Rank
WMVG.L Calmar Ratio Rank: 1616
Calmar Ratio Rank
WMVG.L Martin Ratio Rank: 1919
Martin Ratio Rank

VSCGX
VSCGX Risk / Return Rank: 7777
Overall Rank
VSCGX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VSCGX Sortino Ratio Rank: 7979
Sortino Ratio Rank
VSCGX Omega Ratio Rank: 7575
Omega Ratio Rank
VSCGX Calmar Ratio Rank: 7878
Calmar Ratio Rank
VSCGX Martin Ratio Rank: 7878
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.

WMVG.L vs. VSCGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc) (WMVG.L) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). 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.


WMVG.LVSCGXDifference

Sharpe ratio

Return per unit of total volatility

0.22

0.93

-0.71

Sortino ratio

Return per unit of downside risk

0.36

1.31

-0.95

Omega ratio

Gain probability vs. loss probability

1.06

1.18

-0.13

Calmar ratio

Return relative to maximum drawdown

0.20

1.23

-1.03

Martin ratio

Return relative to average drawdown

0.97

4.49

-3.52

WMVG.L vs. VSCGX - Sharpe Ratio Comparison

The current WMVG.L Sharpe Ratio is 0.22, which is lower than the VSCGX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of WMVG.L and VSCGX, 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


WMVG.LVSCGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

0.93

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.68

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.73

-0.18

Correlation

The correlation between WMVG.L and VSCGX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WMVG.L vs. VSCGX - Dividend Comparison

WMVG.L has not paid dividends to shareholders, while VSCGX's dividend yield for the trailing twelve months is around 5.66%.


TTM20252024202320222021202020192018201720162015
WMVG.L
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VSCGX
Vanguard LifeStrategy Conservative Growth Fund
5.66%5.50%11.03%5.23%2.79%4.18%3.28%2.62%3.81%1.65%2.43%3.21%

Drawdowns

WMVG.L vs. VSCGX - Drawdown Comparison

The maximum WMVG.L drawdown since its inception was -28.25%, which is greater than VSCGX's maximum drawdown of -15.12%. Use the drawdown chart below to compare losses from any high point for WMVG.L and VSCGX.


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Drawdown Indicators


WMVG.LVSCGXDifference

Max Drawdown

Largest peak-to-trough decline

-28.25%

-30.62%

+2.37%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

-5.19%

-3.70%

Max Drawdown (5Y)

Largest decline over 5 years

-15.18%

-20.15%

+4.97%

Max Drawdown (10Y)

Largest decline over 10 years

-20.15%

Current Drawdown

Current decline from peak

-4.37%

-5.09%

+0.72%

Average Drawdown

Average peak-to-trough decline

-4.13%

-3.01%

-1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

1.24%

+0.56%

Volatility

WMVG.L vs. VSCGX - Volatility Comparison

iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc) (WMVG.L) has a higher volatility of 2.77% compared to Vanguard LifeStrategy Conservative Growth Fund (VSCGX) at 2.57%. This indicates that WMVG.L's price experiences larger fluctuations and is considered to be riskier than VSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WMVG.LVSCGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

2.57%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

5.10%

5.11%

-0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

10.70%

8.29%

+2.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.97%

8.15%

+1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.23%

9.60%

+2.63%