XGSD.L vs. WINC.L
XGSD.L (Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D) and WINC.L (iShares World Equity High Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - XGSD.L is a Global Equity Income fund tracking the STOXX Global Select Dividend 100, while WINC.L is a Dividend fund actively managed by iShares. XGSD.L is passively managed, while WINC.L is actively managed. Over the past year, XGSD.L returned 31.16% vs 20.73% for WINC.L. A 0.50 correlation means they provide meaningful diversification when combined. XGSD.L charges 0.50%/yr vs 0.35%/yr for WINC.L.
Performance
XGSD.L vs. WINC.L - Performance Comparison
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Different Trading Currencies
XGSD.L is traded in GBp, while WINC.L is traded in GBP. To make them comparable, the WINC.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, XGSD.L achieves a 15.80% return, which is significantly higher than WINC.L's 9.72% return.
XGSD.L
- 1D
- 0.56%
- 1M
- 1.46%
- 6M
- 12.75%
- YTD
- 15.80%
- 1Y
- 31.16%
- 3Y*
- 20.47%
- 5Y*
- 11.87%
- 10Y*
- 9.19%
WINC.L
- 1D
- -1.62%
- 1M
- -1.00%
- 6M
- 7.47%
- YTD
- 9.72%
- 1Y
- 20.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XGSD.L vs. WINC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XGSD.L Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D | 15.80% | 25.51% | 8.79% |
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist) | 9.72% | 11.87% | 9.73% |
Correlation
The correlation between XGSD.L and WINC.L is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.50 |
The correlation between XGSD.L and WINC.L has been stable across timeframes, ranging from 0.50 to 0.52 - a consistent structural relationship.
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Return for Risk
XGSD.L vs. WINC.L — Risk / Return Rank
XGSD.L
WINC.L
XGSD.L vs. WINC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D (XGSD.L) and iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.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.
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.
| XGSD.L | WINC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.65 | ||
| Sortino ratioReturn per unit of downside risk | +2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.68 | 1.37 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 6.51 | 3.85 | +2.66 |
| Martin ratioReturn relative to average drawdown | 23.98 | 14.26 | +9.73 |
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Drawdowns
XGSD.L vs. WINC.L - Drawdown Comparison
The maximum XGSD.L drawdown since its inception was -63.91%, which is greater than WINC.L's maximum drawdown of -16.51%. Use the drawdown chart below to compare losses from any high point for XGSD.L and WINC.L.
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Drawdown Indicators
| XGSD.L | WINC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.91% | -16.51% | -47.40% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -5.36% | +0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -11.54% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -15.37% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.91% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.67% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -12.15% | -2.06% | -10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 1.45% | -0.15% |
Volatility
XGSD.L vs. WINC.L - Volatility Comparison
The current volatility for Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D (XGSD.L) is 2.03%, while iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.L) has a volatility of 3.60%. This indicates that XGSD.L experiences smaller price fluctuations and is considered to be less risky than WINC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XGSD.L | WINC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.03% | 3.60% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 6.52% | 7.42% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.47% | 10.25% | -1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.38% | 11.63% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.91% | 11.63% | +2.28% |
XGSD.L vs. WINC.L - Expense Ratio Comparison
XGSD.L has a 0.50% expense ratio, which is higher than WINC.L's 0.35% expense ratio.
Dividends
XGSD.L vs. WINC.L - Dividend Comparison
XGSD.L's dividend yield for the trailing twelve months is around 4.04%, less than WINC.L's 9.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist) | 9.95% | 9.75% | 4.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGSD.L Xtrackers Stoxx Global Select Dividend 100 Swap UCITS ETF 1D | 4.04% | 4.60% | 6.38% | 7.52% | 8.71% | 4.76% | 5.34% | 4.30% | 4.68% | 3.56% | 2.74% | 2.11% |
Frequently Asked Questions
XGSD.L and WINC.L have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WINC.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WINC.L is cheaper with a 0.35% expense ratio, compared with 0.50% for XGSD.L.
XGSD.L is categorized as Global Equity Income, while WINC.L is Dividend. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.50% for XGSD.L and 0.35% for WINC.L.
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