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XDWL.DE vs. IWMO.MI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDWL.DE vs. IWMO.MI - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI World UCITS ETF 1D (XDWL.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XDWL.DE achieves a 10.94% return, which is significantly lower than IWMO.MI's 22.51% return. Over the past 10 years, XDWL.DE has underperformed IWMO.MI with an annualized return of 12.83%, while IWMO.MI has yielded a comparatively higher 15.31% annualized return.


XDWL.DE

1D
0.00%
1M
4.82%
YTD
10.94%
6M
11.37%
1Y
23.87%
3Y*
17.62%
5Y*
12.94%
10Y*
12.83%

IWMO.MI

1D
-0.90%
1M
6.80%
YTD
22.51%
6M
23.59%
1Y
31.43%
3Y*
26.15%
5Y*
14.68%
10Y*
15.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDWL.DE vs. IWMO.MI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XDWL.DE
Xtrackers MSCI World UCITS ETF 1D
10.94%7.90%26.08%20.26%-13.81%32.92%5.44%31.23%-5.02%7.74%
IWMO.MI
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
22.51%8.04%39.23%7.91%-13.96%24.82%17.08%31.14%0.40%16.05%

Correlation

The correlation between XDWL.DE and IWMO.MI is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.84

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

0.87

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

0.85

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

0.84

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2015

0.81

The correlation between XDWL.DE and IWMO.MI has been stable across timeframes, ranging from 0.81 to 0.87 - a consistent structural relationship.

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Return for Risk

XDWL.DE vs. IWMO.MI — Risk / Return Rank

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

XDWL.DE
XDWL.DE Risk / Return Rank: 7070
Overall Rank
XDWL.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XDWL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
XDWL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
XDWL.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
XDWL.DE Martin Ratio Rank: 7676
Martin Ratio Rank

IWMO.MI
IWMO.MI Risk / Return Rank: 6363
Overall Rank
IWMO.MI Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IWMO.MI Sortino Ratio Rank: 6161
Sortino Ratio Rank
IWMO.MI Omega Ratio Rank: 5757
Omega Ratio Rank
IWMO.MI Calmar Ratio Rank: 7171
Calmar Ratio Rank
IWMO.MI Martin Ratio Rank: 7272
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.

XDWL.DE vs. IWMO.MI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World UCITS ETF 1D (XDWL.DE) and iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI). 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.


XDWL.DEIWMO.MIDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.18

Omega ratioGain probability vs. loss probability

1.40

1.34

+0.06

Calmar ratioReturn relative to maximum drawdown

3.66

3.50

+0.17

Martin ratioReturn relative to average drawdown

14.44

13.36

+1.08

XDWL.DE vs. IWMO.MI - Sharpe Ratio Comparison

The current XDWL.DE Sharpe Ratio is 2.14, which is comparable to the IWMO.MI Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of XDWL.DE and IWMO.MI, 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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Sharpe Ratios by Period


XDWL.DEIWMO.MIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

1.87

+0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.84

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.90

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.80

-0.12

Drawdowns

XDWL.DE vs. IWMO.MI - Drawdown Comparison

The maximum XDWL.DE drawdown since its inception was -33.65%, which is greater than IWMO.MI's maximum drawdown of -31.03%. Use the drawdown chart below to compare losses from any high point for XDWL.DE and IWMO.MI.


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Drawdown Indicators


XDWL.DEIWMO.MIDifference

Max Drawdown

Largest peak-to-trough decline

-33.65%

-31.03%

-2.62%

Max Drawdown (1Y)

Largest decline over 1 year

-6.49%

-9.04%

+2.55%

Max Drawdown (3Y)

Largest decline over 3 years

-21.63%

-23.45%

+1.82%

Max Drawdown (5Y)

Largest decline over 5 years

-21.63%

-23.45%

+1.82%

Max Drawdown (10Y)

Largest decline over 10 years

-33.65%

-31.03%

-2.62%

Current Drawdown

Current decline from peak

-0.29%

-0.90%

+0.61%

Average Drawdown

Average peak-to-trough decline

-4.56%

-5.88%

+1.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

2.37%

-0.72%

Volatility

XDWL.DE vs. IWMO.MI - Volatility Comparison

The current volatility for Xtrackers MSCI World UCITS ETF 1D (XDWL.DE) is 2.62%, while iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IWMO.MI) has a volatility of 5.79%. This indicates that XDWL.DE experiences smaller price fluctuations and is considered to be less risky than IWMO.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDWL.DEIWMO.MIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.62%

5.79%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

7.73%

14.18%

-6.45%

Volatility (1Y)

Calculated over the trailing 1-year period

11.09%

16.87%

-5.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

17.29%

-3.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.12%

17.60%

-2.48%

XDWL.DE vs. IWMO.MI - Expense Ratio Comparison

XDWL.DE has a 0.12% expense ratio, which is lower than IWMO.MI's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XDWL.DE vs. IWMO.MI - Dividend Comparison

XDWL.DE's dividend yield for the trailing twelve months is around 1.17%, while IWMO.MI has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
IWMO.MI
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XDWL.DE
Xtrackers MSCI World UCITS ETF 1D
1.17%1.28%1.65%1.58%1.77%2.08%1.95%1.98%1.40%1.94%1.83%

Frequently Asked Questions


XDWL.DE and IWMO.MI have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XDWL.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDWL.DE is cheaper with a 0.12% expense ratio, compared with 0.25% for IWMO.MI.

XDWL.DE is categorized as Global Equities, while IWMO.MI is Momentum. XDWL.DE tracks MSCI World, while IWMO.MI tracks MSCI World Momentum Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.12% for XDWL.DE and 0.25% for IWMO.MI.

Portfolio Optimizer

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