BNKU.L vs. WDFE.L
BNKU.L (Lyxor S&P 500 Banks UCITS ETF - Acc) and WDFE.L (Invesco S&P World Financials ESG UCITS ETF Acc) are both Financials Equities funds - BNKU.L tracks the S&P 500 Capped 35/20 Banks and Diversified Financials Select Index while WDFE.L tracks the S&P World ESG Enhanced Financials Index. Both are passively managed. BNKU.L charges 0.20%/yr vs 0.18%/yr for WDFE.L.
Performance
BNKU.L vs. WDFE.L - Performance Comparison
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Returns By Period
BNKU.L
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
WDFE.L
- 1D
- 0.96%
- 1M
- 6.93%
- 6M
- 10.04%
- YTD
- 9.92%
- 1Y
- 19.91%
- 3Y*
- 23.57%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 24.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $209.59 | $2.54K |
BNKU.L vs. WDFE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BNKU.L Lyxor S&P 500 Banks UCITS ETF - Acc | 0.00% | 0.00% | 0.00% | 0.00% |
WDFE.L Invesco S&P World Financials ESG UCITS ETF Acc | 9.92% | 27.03% | 25.78% | 17.26% |
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Return for Risk
BNKU.L vs. WDFE.L — Risk / Return Rank
BNKU.L
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WDFE.L
BNKU.L vs. WDFE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor S&P 500 Banks UCITS ETF - Acc (BNKU.L) and Invesco S&P World Financials ESG UCITS ETF Acc (WDFE.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.
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.
| BNKU.L | WDFE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.88 | — |
| Martin ratioReturn relative to average drawdown | — | 6.39 | — |
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Drawdowns
BNKU.L vs. WDFE.L - Drawdown Comparison
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Drawdown Indicators
| BNKU.L | WDFE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -16.10% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.26% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.10% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | -2.10% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.02% | — |
Volatility
BNKU.L vs. WDFE.L - Volatility Comparison
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Volatility by Period
| BNKU.L | WDFE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.12% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.37% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 13.96% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 15.25% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 15.25% | — |
BNKU.L vs. WDFE.L - Expense Ratio Comparison
BNKU.L has a 0.20% expense ratio, which is higher than WDFE.L's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BNKU.L vs. WDFE.L - Dividend Comparison
Neither BNKU.L nor WDFE.L has paid dividends to shareholders.
Frequently Asked Questions
On fees, WDFE.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WDFE.L is cheaper with a 0.18% expense ratio, compared with 0.20% for BNKU.L.
BNKU.L tracks S&P 500 Capped 35/20 Banks and Diversified Financials Select Index, while WDFE.L tracks S&P World ESG Enhanced Financials Index. They also come from different issuers: Amundi and Invesco. Their fees differ too: 0.20% for BNKU.L and 0.18% for WDFE.L.
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