CHDVD.SW vs. WMTS.SW
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and WMTS.SW (iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while WMTS.SW is a Industrials Equities fund tracking the MSCI World Materials Advanced Select 20 35 Capped Index. Both are passively managed. Over the past 3 years, CHDVD.SW returned 9.25%/yr vs 7.87%/yr for WMTS.SW. At a 0.03 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.18%/yr for WMTS.SW.
Performance
CHDVD.SW vs. WMTS.SW - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while WMTS.SW is traded in USD. To make them comparable, the WMTS.SW values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 0.24% return, which is significantly lower than WMTS.SW's 12.50% return.
CHDVD.SW
- 1D
- -0.28%
- 1M
- 0.20%
- YTD
- 0.24%
- 6M
- 2.97%
- 1Y
- 7.40%
- 3Y*
- 9.25%
- 5Y*
- 6.70%
- 10Y*
- 9.54%
WMTS.SW
- 1D
- -0.19%
- 1M
- 6.54%
- YTD
- 12.50%
- 6M
- 16.73%
- 1Y
- 23.43%
- 3Y*
- 7.87%
- 5Y*
- —
- 10Y*
- —
CHDVD.SW vs. WMTS.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 0.24% | 18.82% | 8.79% | 9.62% | 1.42% |
WMTS.SW iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD | 12.50% | 10.19% | 6.31% | -7.68% | 5.30% |
Correlation
The correlation between CHDVD.SW and WMTS.SW is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2022 | 0.03 |
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Return for Risk
CHDVD.SW vs. WMTS.SW — Risk / Return Rank
CHDVD.SW
WMTS.SW
CHDVD.SW vs. WMTS.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) and iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD (WMTS.SW). 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.
| CHDVD.SW | WMTS.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.38 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 4.86 | -4.07 |
| Martin ratioReturn relative to average drawdown | 2.48 | 15.37 | -12.89 |
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
| CHDVD.SW | WMTS.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 2.33 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.86 | -0.30 |
Drawdowns
CHDVD.SW vs. WMTS.SW - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, which is greater than WMTS.SW's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and WMTS.SW.
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Drawdown Indicators
| CHDVD.SW | WMTS.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -23.11% | -6.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -13.85% | +4.36% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -23.11% | +8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | — | — |
Current DrawdownCurrent decline from peak | -4.84% | -2.48% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -5.76% | +1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | — | — |
Volatility
CHDVD.SW vs. WMTS.SW - Volatility Comparison
The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 4.10%, while iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD (WMTS.SW) has a volatility of 8.04%. This indicates that CHDVD.SW experiences smaller price fluctuations and is considered to be less risky than WMTS.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHDVD.SW | WMTS.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 8.04% | -3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 28.87% | -17.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 39.38% | -26.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 39.38% | -24.76% |
CHDVD.SW vs. WMTS.SW - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than WMTS.SW's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CHDVD.SW vs. WMTS.SW - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.26%, more than WMTS.SW's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.26% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
WMTS.SW iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD | 1.36% | 1.53% | 2.40% | 2.58% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CHDVD.SW and WMTS.SW have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.18% for WMTS.SW.
CHDVD.SW is categorized as Europe Equities, while WMTS.SW is Industrials Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while WMTS.SW tracks MSCI World Materials Advanced Select 20 35 Capped Index. Their fees differ too: 0.15% for CHDVD.SW and 0.18% for WMTS.SW.
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