XDWC.L vs. ICDU.L
Compare and contrast key facts about Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.L) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L).
XDWC.L and ICDU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDWC.L is a passively managed fund by Xtrackers that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Mar 14, 2016. ICDU.L is a passively managed fund by iShares that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Nov 20, 2015. Both XDWC.L and ICDU.L 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: XDWC.L or ICDU.L.
Key characteristics
| XDWC.L | ICDU.L | |
|---|---|---|
| YTD Return | 3.81% | 2.55% |
| 1Y Return | 20.19% | 24.26% |
| 3Y Return (Ann) | 1.67% | 6.69% |
| 5Y Return (Ann) | 10.67% | 10.37% |
| Sharpe Ratio | 1.15 | 1.36 |
| Daily Std Dev | 16.77% | 16.74% |
| Max Drawdown | -37.26% | -33.84% |
| Current Drawdown | -10.27% | -6.63% |
Correlation
The correlation between XDWC.L and ICDU.L is 0.90, 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.
Performance
XDWC.L vs. ICDU.L - Performance Comparison
In the year-to-date period, XDWC.L achieves a 3.81% return, which is significantly higher than ICDU.L's 2.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XDWC.L vs. ICDU.L - Expense Ratio Comparison
XDWC.L has a 0.25% expense ratio, which is higher than ICDU.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XDWC.L vs. ICDU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.L) and iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.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.
Dividends
XDWC.L vs. ICDU.L - Dividend Comparison
Neither XDWC.L nor ICDU.L has paid dividends to shareholders.
Drawdowns
XDWC.L vs. ICDU.L - Drawdown Comparison
The maximum XDWC.L drawdown since its inception was -37.26%, which is greater than ICDU.L's maximum drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for XDWC.L and ICDU.L. For additional features, visit the drawdowns tool.
Volatility
XDWC.L vs. ICDU.L - Volatility Comparison
The current volatility for Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C (XDWC.L) is 4.97%, while iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (ICDU.L) has a volatility of 5.71%. This indicates that XDWC.L experiences smaller price fluctuations and is considered to be less risky than ICDU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.