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Inception Date
Mar 31, 2020
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

WCMI Performance Chart

First Trust WCM International Equity ETF (WCMI) is up 15.3% since the beginning of the year. WCMI is currently trading at $20 per share.


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S&P 500 Index

Returns By Period

First Trust WCM International Equity ETF (WCMI) has returned 15.33% so far this year and 23.73% over the past 12 months.


First Trust WCM International Equity ETF

1D
1.14%
1M
2.39%
YTD
15.33%
6M
14.86%
1Y
23.73%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.79%
1M
-1.06%
YTD
9.55%
6M
8.75%
1Y
20.86%
3Y*
19.00%
5Y*
11.66%
10Y*
13.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WCMI Monthly Returns History

Based on dividend-adjusted daily data since Oct 7, 2024, WCMI's average daily return is +0.09%, while the average monthly return is +1.78%. At this rate, an investment would double in approximately 3.3 years.

Historically, 71% of months were positive and 29% were negative. The best month was Apr 2026 with a return of +9.7%, while the worst month was Mar 2026 at -7.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, WCMI closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.0%, while the worst single day was Apr 4, 2025 at -5.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.29%1.17%-7.45%9.66%4.19%2.39%15.33%
20256.31%0.71%0.35%3.89%4.97%3.68%-2.83%1.62%7.38%-0.30%-1.31%2.82%30.32%
2024-2.22%0.53%-3.46%-5.10%

Benchmark Metrics

First Trust WCM International Equity ETF has an annualized alpha of 8.74%, beta of 0.83, and R2 of 0.57 versus S&P 500 Index. Calculated based on daily prices since October 07, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (80.43%) than losses (13.84%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 8.74% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
8.74%
Beta
0.83
0.57
Upside Capture
80.43%
Downside Capture
13.84%

Expense Ratio

WCMI has an expense ratio of 0.85%, placing it in the medium range.


Return for Risk

Risk / Return Rank

WCMI ranks 42 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


WCMI Risk / Return Rank: 4242
Overall Rank
WCMI Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
WCMI Sortino Ratio Rank: 3939
Sortino Ratio Rank
WCMI Omega Ratio Rank: 3737
Omega Ratio Rank
WCMI Calmar Ratio Rank: 4444
Calmar Ratio Rank
WCMI Martin Ratio Rank: 4949
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for First Trust WCM International Equity ETF (WCMI) and compare them to S&P 500 Index.

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.


WCMIBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.43

Sortino ratioReturn per unit of downside risk

-0.48

Omega ratioGain probability vs. loss probability

1.22

1.30

-0.08

Calmar ratioReturn relative to maximum drawdown

1.91

2.30

-0.39

Martin ratioReturn relative to average drawdown

7.08

10.05

-2.97

Dividends

Dividend History

First Trust WCM International Equity ETF provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.10 per share.


0.00%5.00%10.00%15.00%$0.00$0.50$1.00$1.50$2.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.10$0.13$2.01

Dividend yield

0.53%0.78%15.26%

Monthly Dividends

The table displays the monthly dividend distributions for First Trust WCM International Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2025$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.06$0.13
2024$2.01$2.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the First Trust WCM International Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust WCM International Equity ETF was 12.79%, occurring on Apr 8, 2025. Recovery took 14 trading sessions.

The current First Trust WCM International Equity ETF drawdown is 1.47%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-12.79%Apr 2025
21d21d
1mo 12dMar 2025 - Apr 2025
2026 correction2026
-12.49%Mar 2026
2mo 1d15d
2mo 16dJan 2026 - Apr 2026
2025 pullback2025
-8.03%Nov 2025
1mo 14d1mo 6d
2mo 20dOct 2025 - Dec 2025
2025 pullback2025
-7.26%Jan 2025
2mo 24d15d
3mo 9dOct 2024 - Jan 2025
2026 pullback2026
-5.05%Jun 2026
5d5d
10dJun 2026 - Jun 2026

Drawdown Indicators


WCMIBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.79%

-56.78%

+43.99%

Max Drawdown (1Y)

Largest decline over 1 year

-12.49%

-9.10%

-3.39%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.47%

-1.45%

-0.02%

Average Drawdown

Average peak-to-trough decline

-2.25%

-10.71%

+8.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.36%

2.08%

+1.28%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with WCMI

Add First Trust WCM International Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with WCMI