3VT.L vs. 3BAL.L
Compare and contrast key facts about Leverage Shares 3x Long Total World ETP Securities GBP (3VT.L) and WisdomTree EURO STOXX Banks 3x Daily Leveraged (3BAL.L).
3VT.L and 3BAL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 3VT.L is an actively managed fund by Leverage Shares. It was launched on Dec 10, 2021. 3BAL.L is a passively managed fund by WisdomTree that tracks the performance of the EURO STOXX Banks Daily Leverage 3 EUR Net Return Index. It was launched on Dec 8, 2014.
Performance
3VT.L vs. 3BAL.L - Performance Comparison
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3VT.L vs. 3BAL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
3VT.L Leverage Shares 3x Long Total World ETP Securities GBP | -14.47% | 28.59% | 32.38% | 43.18% | -49.57% | 0.00% |
3BAL.L WisdomTree EURO STOXX Banks 3x Daily Leveraged | -33.05% | 433.07% | 68.07% | 63.85% | -24.90% | 10.01% |
Returns By Period
In the year-to-date period, 3VT.L achieves a -14.47% return, which is significantly higher than 3BAL.L's -33.05% return.
3VT.L
- 1D
- 1.78%
- 1M
- -21.96%
- YTD
- -14.47%
- 6M
- -8.53%
- 1Y
- 30.72%
- 3Y*
- 22.26%
- 5Y*
- —
- 10Y*
- —
3BAL.L
- 1D
- -0.60%
- 1M
- -34.98%
- YTD
- -33.05%
- 6M
- -5.97%
- 1Y
- 79.73%
- 3Y*
- 109.03%
- 5Y*
- 59.14%
- 10Y*
- —
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3VT.L vs. 3BAL.L - Expense Ratio Comparison
3VT.L has a 0.75% expense ratio, which is lower than 3BAL.L's 0.89% expense ratio.
Return for Risk
3VT.L vs. 3BAL.L — Risk / Return Rank
3VT.L
3BAL.L
3VT.L vs. 3BAL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 3x Long Total World ETP Securities GBP (3VT.L) and WisdomTree EURO STOXX Banks 3x Daily Leveraged (3BAL.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.
| 3VT.L | 3BAL.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.93 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.50 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.75 | -0.95 |
Martin ratioReturn relative to average drawdown | 3.14 | 5.34 | -2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 3VT.L | 3BAL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.93 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.04 | -0.01 |
Correlation
The correlation between 3VT.L and 3BAL.L is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
3VT.L vs. 3BAL.L - Dividend Comparison
Neither 3VT.L nor 3BAL.L has paid dividends to shareholders.
Drawdowns
3VT.L vs. 3BAL.L - Drawdown Comparison
The maximum 3VT.L drawdown since its inception was -58.87%, smaller than the maximum 3BAL.L drawdown of -97.78%. Use the drawdown chart below to compare losses from any high point for 3VT.L and 3BAL.L.
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Drawdown Indicators
| 3VT.L | 3BAL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.87% | -97.78% | +38.91% |
Max Drawdown (1Y)Largest decline over 1 year | -32.15% | -45.44% | +13.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -77.94% | — |
Current DrawdownCurrent decline from peak | -25.03% | -44.72% | +19.69% |
Average DrawdownAverage peak-to-trough decline | -26.10% | -67.05% | +40.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.24% | 14.94% | -6.70% |
Volatility
3VT.L vs. 3BAL.L - Volatility Comparison
The current volatility for Leverage Shares 3x Long Total World ETP Securities GBP (3VT.L) is 14.51%, while WisdomTree EURO STOXX Banks 3x Daily Leveraged (3BAL.L) has a volatility of 29.98%. This indicates that 3VT.L experiences smaller price fluctuations and is considered to be less risky than 3BAL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 3VT.L | 3BAL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.51% | 29.98% | -15.47% |
Volatility (6M)Calculated over the trailing 6-month period | 27.29% | 49.34% | -22.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.10% | 74.86% | -29.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.93% | 74.24% | -26.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.93% | 82.86% | -34.93% |