IS3R (IWMO) vs DEGC: which ETF won each year?
Yearly returns side by side, one winner per year — dividends included, priced as you'd actually buy them.
Every figure here is in euros — what you'd actually pocket buying on Xetra. Fund fact sheets usually headline returns in US dollars, which can look very different: in 2025 a world tracker rose about 23% in dollars but only about 9% in euros, because the euro gained roughly 13% against the dollar. Here's the full story, year by year.
IS3Rtracks the MSCI World Momentum Index
DimensionalDEGCtracks the Dimensional Global Core Equity strategy
IS3R tracks the MSCI World Momentum Index
IS3R vs DEGC, year by year
Calendar-year total returns (dividends included) side by side, and who took the crown each year. A dash means the fund did not exist yet.
| Year | IS3R | DEGC | Winner |
|---|---|---|---|
| 2026 (so far) | +30.15% | +12.65% | IS3R |
| 2025 | +8.37% | +1.95% | IS3R |
| 2024 | +37.95% | — | — |
| 2023 | +8.09% | — | — |
| 2022 | -13.60% | — | — |
| 2021 | +24.50% | — | — |
| 2020 | +16.41% | — | — |
| 2019 | +31.50% | — | — |
| 2018 | +0.27% | — | — |
| 2017 | +16.07% | — | — |
| 2016 | +7.03% | — | — |
| 2015 | +15.77% | — | — |
| 2014 | -13.37% | — | — |
IS3R vs DEGC in plain words
IS3R tracks the MSCI World Momentum Index while DEGC follows the Dimensional Global Core Equity strategy, so they own different slices of the market and their years can look very different. IS3R charges 0.25% a year in running costs and DEGC charges 0.26% — IS3R is the cheaper fund to hold.
Both are accumulating funds: dividends are reinvested inside the fund and show up as a higher share price, never as a payout. Across the 2 calendar years both funds were trading, IS3R finished the year ahead 2 times and DEGC 0 times.
IWMO is the London (USD) listing of the same fund, ISIN IE00BP3QZ825 — IS3R is its EUR line on Xetra.
Actively managed: it weights developed-market companies towards low valuations, high profitability and smaller size rather than following an index, and measures itself against the MSCI World.
Fund facts: IS3R vs DEGC
| Fact | IS3R | DEGC |
|---|---|---|
| Fund | iShares Edge MSCI World Momentum Factor UCITS ETF | Dimensional Global Core Equity UCITS ETF USD (Acc) |
| Tracks | MSCI World Momentum Index | Dimensional Global Core Equity strategy |
| Yearly cost (TER) | 0.25% | 0.26% |
| Dividends | Accumulating — dividends reinvested | Accumulating — dividends reinvested |
| Launched | 3 Oct 2014 | 12 Nov 2025 |
| ISIN | IE00BP3QZ825 | IE000EGGFVG6 |
| WKN | A12ATF | A41E9T |
| Also trades as | IWMO | — |
Frequently asked
Is IS3R or DEGC better?
Across the 2 calendar years both funds were trading, IS3R finished the year ahead 2 times and DEGC 0 times. Past returns don't promise future ones — but this is what actually happened.
What is the difference between IS3R and DEGC?
IS3R tracks the MSCI World Momentum Index while DEGC follows the Dimensional Global Core Equity strategy, so they own different slices of the market and their years can look very different. IS3R charges 0.25% a year in running costs and DEGC charges 0.26% — IS3R is the cheaper fund to hold. Both are accumulating funds: dividends are reinvested inside the fund and show up as a higher share price, never as a payout.
Is IWMO the same as IS3R?
IWMO is the London (USD) listing of the same fund, ISIN IE00BP3QZ825 — IS3R is its EUR line on Xetra.
Related comparisons
More head-to-heads featuring IS3R or DEGC.