CCASX vs. WLDS.L
Compare and contrast key facts about Conestoga Small Cap (CCASX) and iShares MSCI World Small Cap UCITS ETF (WLDS.L).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002. WLDS.L is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap Inde. It was launched on Mar 27, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCASX or WLDS.L.
Key characteristics
| CCASX | WLDS.L | |
|---|---|---|
| YTD Return | 0.85% | 3.99% |
| 1Y Return | 12.76% | 15.72% |
| 3Y Return (Ann) | -0.10% | 4.32% |
| 5Y Return (Ann) | 7.69% | 7.94% |
| Sharpe Ratio | 0.66 | 0.48 |
| Daily Std Dev | 17.69% | 31.83% |
| Max Drawdown | -47.99% | -33.26% |
| Current Drawdown | -16.30% | -7.23% |
Correlation
The correlation between CCASX and WLDS.L is 0.58, 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.
Performance
CCASX vs. WLDS.L - Performance Comparison
In the year-to-date period, CCASX achieves a 0.85% return, which is significantly lower than WLDS.L's 3.99% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CCASX vs. WLDS.L - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is higher than WLDS.L's 0.35% expense ratio.
Risk-Adjusted Performance
CCASX vs. WLDS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and iShares MSCI World Small Cap UCITS ETF (WLDS.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.
Dividends
CCASX vs. WLDS.L - Dividend Comparison
CCASX's dividend yield for the trailing twelve months is around 0.85%, while WLDS.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.85% | 0.86% | 4.12% | 5.27% | 0.00% | 2.14% | 1.46% | 5.63% | 1.18% | 1.88% | 0.00% | 1.73% |
WLDS.L iShares MSCI World Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCASX vs. WLDS.L - Drawdown Comparison
The maximum CCASX drawdown since its inception was -47.99%, which is greater than WLDS.L's maximum drawdown of -33.26%. Use the drawdown chart below to compare losses from any high point for CCASX and WLDS.L. For additional features, visit the drawdowns tool.
Volatility
CCASX vs. WLDS.L - Volatility Comparison
Conestoga Small Cap (CCASX) and iShares MSCI World Small Cap UCITS ETF (WLDS.L) have volatilities of 3.97% and 3.88%, 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.