5MVW.DE vs. WDEE.DE
Compare and contrast key facts about iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and Invesco S&P World Energy ESG UCITS ETF Acc (WDEE.DE).
5MVW.DE and WDEE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 5MVW.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Energy. It was launched on Oct 17, 2019. WDEE.DE is a passively managed fund by Invesco that tracks the performance of the S&P Developed Ex-Korea LargeMidCap ESG Enhanced Energy. It was launched on Apr 12, 2023. Both 5MVW.DE and WDEE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
5MVW.DE vs. WDEE.DE - Performance Comparison
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5MVW.DE vs. WDEE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 34.40% | 1.68% | 7.36% | 0.10% |
WDEE.DE Invesco S&P World Energy ESG UCITS ETF Acc | 31.15% | -2.96% | 9.29% | 6.37% |
Returns By Period
In the year-to-date period, 5MVW.DE achieves a 34.40% return, which is significantly higher than WDEE.DE's 31.15% return.
5MVW.DE
- 1D
- -5.48%
- 1M
- 6.52%
- YTD
- 34.40%
- 6M
- 36.31%
- 1Y
- 26.13%
- 3Y*
- 15.28%
- 5Y*
- 21.84%
- 10Y*
- —
WDEE.DE
- 1D
- -4.99%
- 1M
- 6.11%
- YTD
- 31.15%
- 6M
- 30.17%
- 1Y
- 18.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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5MVW.DE vs. WDEE.DE - Expense Ratio Comparison
Both 5MVW.DE and WDEE.DE have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
5MVW.DE vs. WDEE.DE — Risk / Return Rank
5MVW.DE
WDEE.DE
5MVW.DE vs. WDEE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and Invesco S&P World Energy ESG UCITS ETF Acc (WDEE.DE). 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.
| 5MVW.DE | WDEE.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.83 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.15 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.21 | +0.57 |
Martin ratioReturn relative to average drawdown | 5.94 | 3.40 | +2.54 |
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
| 5MVW.DE | WDEE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.83 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.73 | -0.28 |
Correlation
The correlation between 5MVW.DE and WDEE.DE is 0.95, 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.
Dividends
5MVW.DE vs. WDEE.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.10%, while WDEE.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.10% | 2.82% | 3.34% | 3.33% | 3.22% | 3.01% | 4.34% | 0.57% |
WDEE.DE Invesco S&P World Energy ESG UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
5MVW.DE vs. WDEE.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, which is greater than WDEE.DE's maximum drawdown of -23.77%. Use the drawdown chart below to compare losses from any high point for 5MVW.DE and WDEE.DE.
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Drawdown Indicators
| 5MVW.DE | WDEE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -23.77% | -33.10% |
Max Drawdown (1Y)Largest decline over 1 year | -20.30% | -20.26% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | — | — |
Current DrawdownCurrent decline from peak | -6.37% | -5.92% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -13.87% | -7.24% | -6.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 5.41% | -0.85% |
Volatility
5MVW.DE vs. WDEE.DE - Volatility Comparison
iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) and Invesco S&P World Energy ESG UCITS ETF Acc (WDEE.DE) have volatilities of 8.74% and 8.71%, 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.
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Volatility by Period
| 5MVW.DE | WDEE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.74% | 8.71% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 14.05% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 22.25% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.77% | 19.28% | +4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.19% | 19.28% | +9.91% |