(SWDA) Core MSCI World USD - Overview

ETF Category: Global Large-Cap Blend Equity | Exchange: MI (Italy) | Market Cap: 101.700m EUR | Total Return: 24.3% in 12m

Equity Securities, Index Shares, Global Stocks
Total Rating 56
Safety 60
Buy Signal 0.55
Global Large-Cap Blend Equity
Category Rotation: +1.9
TER: 0.20%
AUM: 118B
Avg Turnover: 15.6M
Risk 3d forecast
Volatility9.57%
VaR 5th Pctl1.66%
VaR vs Median-3.89%
Reward TTM
Sharpe Ratio1.65
Rel. Str. IBD58.6
Rel. Str. Peer Group30
Character TTM
Beta0.707
Beta Downside0.708
Hurst Exponent0.492
Drawdowns 3y
Max DD21.63%
CAGR/Max DD0.81
CAGR/Mean DD6.82

Warnings

No concerns identified

Tailwinds

Supp Ema8, Supp Ema20

Description: SWDA Core MSCI World USD

The iShares Core MSCI World UCITS ETF (SWDA) seeks to track the performance of the MSCI World Index, providing exposure to large- and mid-cap companies across 23 developed market countries. The fund employs a physical replication strategy, purchasing the underlying equity securities to match the benchmarks composition as closely as possible.

The ETF follows a global large-cap blend strategy, diversifying across sectors such as Information Technology, Financials, and Healthcare. This business model reduces idiosyncratic risk by spreading capital across approximately 1,500 holdings, capturing the economic output of the worlds most advanced economies.

Investors can use ValueRay to further analyze how these global holdings align with specific valuation metrics. Since this is an accumulating fund, dividend income is automatically reinvested into the Net Asset Value (NAV) rather than being distributed to shareholders.

Headlines to Watch Out For
  • U.S. equity market performance dictates overall fund valuation and net asset value
  • Global interest rate pivots impact valuation multiples for large-cap growth holdings
  • Strengthening U.S. Dollar reduces returns for non-USD denominated constituent securities
  • Technology sector earnings growth drives momentum for top index weightings
  • Global consumer discretionary spending levels influence multinational corporate revenue streams
What is the price of SWDA shares?

As of May 30, 2026, the stock is trading at EUR 123.43 with a total of 128,624 shares traded.
Over the past week, the price has changed by +0.50%, over one month by +6.09%, over three months by +8.67% and over the past year by +24.29%.

Is SWDA a buy, sell or hold?

Core MSCI World USD has no consensus analysts rating.