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WRLD.AX vs. IXI.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WRLD.AX vs. IXI.AX

Last updated Jul 18, 2026
Documentation

WRLD.AX (Betashares Managed Risk Global Shares Complex ETF) and IXI.AX (iShares Global Consumer Staples ETF (AU)) are both Global Equities funds. WRLD.AX is actively managed, while IXI.AX is passively managed. Over the past 10 years, WRLD.AX returned 9.87%/yr vs 14.68%/yr for IXI.AX. At a 0.41 correlation, their price movements are largely independent.

Performance

WRLD.AX vs. IXI.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Betashares Managed Risk Global Shares Complex ETF (WRLD.AX) and iShares Global Consumer Staples ETF (AU) (IXI.AX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with WRLD.AX having a 3.25% return and IXI.AX slightly lower at 3.22%. Over the past 10 years, WRLD.AX has underperformed IXI.AX with an annualized return of 9.87%, while IXI.AX has yielded a comparatively higher 14.68% annualized return.

WRLD.AX

1D
-1.26%
1M
0.34%
6M
2.17%
YTD
3.25%
1Y
11.33%
3Y*
15.69%
5Y*
10.05%
10Y*
9.87%

IXI.AX

1D
1.94%
1M
2.08%
6M
0.41%
YTD
3.22%
1Y
0.75%
3Y*
4.25%
5Y*
5.38%
10Y*
14.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WRLD.AX vs. IXI.AX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
WRLD.AX
Betashares Managed Risk Global Shares Complex ETF		3.25%9.59%29.10%13.20%-10.32%23.66%-3.31%22.48%-0.50%10.96%
IXI.AX
iShares Global Consumer Staples ETF (AU)		3.22%1.25%11.04%0.75%2.49%19.24%-1.12%25.61%99.06%12.09%

Correlation

The correlation between WRLD.AX and IXI.AX is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2015

0.41

Over the past year, the correlation between WRLD.AX and IXI.AX has dropped to 0.00 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.

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Betashares Managed Risk Global Shares Complex ETF

iShares Global Consumer Staples ETF (AU)

Often compared with WRLD.AX:
WRLD.AX vs. CORE.AXWRLD.AX vs. ESGI.AXWRLD.AX vs. ESTX.AXWRLD.AX vs. F100.AXWRLD.AX vs. FOOD.AXWRLD.AX vs. FUEL.AXWRLD.AX vs. GEAR.AX
Often compared with IXI.AX:
IXI.AX vs. WDMF.AXIXI.AX vs. AUMF.AXIXI.AX vs. BILL.AXIXI.AX vs. CORE.AXIXI.AX vs. ESGI.AXIXI.AX vs. ESTX.AXIXI.AX vs. F100.AX

Return for Risk

WRLD.AX vs. IXI.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WRLD.AX
WRLD.AX Risk / Return Rank: 4040
Overall Rank
WRLD.AX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
WRLD.AX Sortino Ratio Rank: 4545
Sortino Ratio Rank
WRLD.AX Omega Ratio Rank: 4444
Omega Ratio Rank
WRLD.AX Calmar Ratio Rank: 3131
Calmar Ratio Rank
WRLD.AX Martin Ratio Rank: 3232
Martin Ratio Rank
IXI.AX
IXI.AX Risk / Return Rank: 1111
Overall Rank
IXI.AX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
IXI.AX Sortino Ratio Rank: 1111
Sortino Ratio Rank
IXI.AX Omega Ratio Rank: 1010
Omega Ratio Rank
IXI.AX Calmar Ratio Rank: 1111
Calmar Ratio Rank
IXI.AX Martin Ratio Rank: 1111
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.

WRLD.AX vs. IXI.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Betashares Managed Risk Global Shares Complex ETF (WRLD.AX) and iShares Global Consumer Staples ETF (AU) (IXI.AX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

WRLD.AXIXI.AXDifference
Sharpe ratioReturn per unit of total volatility
1.24
0.05

+1.19

Sortino ratioReturn per unit of downside risk
1.77
0.18

+1.58

Omega ratioGain probability vs. loss probability

1.22

1.02

+0.20

Calmar ratioReturn relative to maximum drawdown

1.20

0.07

+1.14

Martin ratioReturn relative to average drawdown

3.44

0.12

+3.32

WRLD.AX vs. IXI.AX - Sharpe Ratio Comparison

The current WRLD.AX Sharpe Ratio is 1.24, which is higher than the IXI.AX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of WRLD.AX and IXI.AX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

WRLD.AX vs. IXI.AX - Drawdown Comparison

The maximum WRLD.AX drawdown since its inception was -16.14%, which is greater than IXI.AX's maximum drawdown of -14.98%. Use the drawdown chart below to compare losses from any high point for WRLD.AX and IXI.AX.

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Drawdown Indicators

WRLD.AXIXI.AXDifference

Max Drawdown

Largest peak-to-trough decline

-16.14%

-14.98%

-1.16%

Max Drawdown (1Y)

Largest decline over 1 year

-9.22%

-11.04%

+1.82%

Max Drawdown (3Y)

Largest decline over 3 years

-13.70%

-11.04%

-2.66%

Max Drawdown (5Y)

Largest decline over 5 years

-14.47%

-11.20%

-3.27%

Max Drawdown (10Y)

Largest decline over 10 years

-16.14%

-14.98%

-1.16%

Current Drawdown

Current decline from peak

-1.76%

-4.47%

+2.71%

Average Drawdown

Average peak-to-trough decline

-4.18%

-3.24%

-0.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

6.44%

-3.18%

Volatility

WRLD.AX vs. IXI.AX - Volatility Comparison

The current volatility for Betashares Managed Risk Global Shares Complex ETF (WRLD.AX) is 2.21%, while iShares Global Consumer Staples ETF (AU) (IXI.AX) has a volatility of 4.83%. This indicates that WRLD.AX experiences smaller price fluctuations and is considered to be less risky than IXI.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WRLD.AXIXI.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

4.83%

-2.62%

Volatility (6M)

Calculated over the trailing 6-month period

6.88%

11.24%

-4.36%

Volatility (1Y)

Calculated over the trailing 1-year period

8.95%

13.43%

-4.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.37%

12.56%

-1.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.01%

34.04%

-23.03%

Dividends

WRLD.AX vs. IXI.AX - Dividend Comparison

WRLD.AX has not paid dividends to shareholders, while IXI.AX's dividend yield for the trailing twelve months is around 1.28%.

PositionTTM20252024202320222021202020192018201720162015
IXI.AX
iShares Global Consumer Staples ETF (AU)		1.28%1.07%0.87%1.94%2.82%2.46%2.85%4.05%2.08%5.54%3.69%4.07%
WRLD.AX
Betashares Managed Risk Global Shares Complex ETF		0.00%0.00%0.00%0.17%4.66%0.00%0.00%1.66%0.90%0.00%0.51%0.00%

Frequently Asked Questions

WRLD.AX and IXI.AX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: BetaShares and iShares.

Portfolio Optimizer

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