XWLD.L vs. SWDA.L
Compare and contrast key facts about Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
XWLD.L and SWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XWLD.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 22, 2014. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. Both XWLD.L and SWDA.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: XWLD.L or SWDA.L.
Key characteristics
| XWLD.L | SWDA.L | |
|---|---|---|
| YTD Return | 12.91% | 12.87% |
| 1Y Return | 18.35% | 18.34% |
| 3Y Return (Ann) | 9.51% | 9.56% |
| 5Y Return (Ann) | 11.36% | 11.32% |
| 10Y Return (Ann) | 12.26% | 12.19% |
| Sharpe Ratio | 1.92 | 1.90 |
| Daily Std Dev | 10.50% | 10.50% |
| Max Drawdown | -26.62% | -25.58% |
| Current Drawdown | -0.59% | -0.58% |
Correlation
The correlation between XWLD.L and SWDA.L is 0.99, 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
XWLD.L vs. SWDA.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with XWLD.L having a 12.91% return and SWDA.L slightly lower at 12.87%. Both investments have delivered pretty close results over the past 10 years, with XWLD.L having a 12.26% annualized return and SWDA.L not far behind at 12.19%. 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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XWLD.L vs. SWDA.L - Expense Ratio Comparison
XWLD.L has a 0.19% expense ratio, which is lower than SWDA.L's 0.20% 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%.
Risk-Adjusted Performance
XWLD.L vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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
XWLD.L vs. SWDA.L - Dividend Comparison
Neither XWLD.L nor SWDA.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XWLD.L Xtrackers MSCI World UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XWLD.L vs. SWDA.L - Drawdown Comparison
The maximum XWLD.L drawdown since its inception was -26.62%, roughly equal to the maximum SWDA.L drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for XWLD.L and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
XWLD.L vs. SWDA.L - Volatility Comparison
Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) have volatilities of 4.43% and 4.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.