CHRG.L vs. GEND.L
CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) and GEND.L (Lyxor Global Gender Equality DR UCITS) are both exchange-traded funds - CHRG.L is a Lithium & Battery Metals fund tracking the WisdomTree Battery Solutions Index, while GEND.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. Over the past 5 years, CHRG.L returned 3.81%/yr vs 7.63%/yr for GEND.L. A 0.58 correlation means they provide meaningful diversification when combined. CHRG.L charges 0.40%/yr vs 0.20%/yr for GEND.L.
Performance
CHRG.L vs. GEND.L - Performance Comparison
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Different Trading Currencies
CHRG.L is traded in GBp, while GEND.L is traded in GBP. To make them comparable, the GEND.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHRG.L achieves a 23.07% return, which is significantly higher than GEND.L's 6.51% return.
CHRG.L
- 1D
- -1.36%
- 1M
- -9.26%
- YTD
- 23.07%
- 6M
- 21.43%
- 1Y
- 83.63%
- 3Y*
- 12.82%
- 5Y*
- 3.81%
- 10Y*
- —
GEND.L
- 1D
- 1.18%
- 1M
- 2.53%
- YTD
- 6.51%
- 6M
- 6.88%
- 1Y
- 19.13%
- 3Y*
- 13.68%
- 5Y*
- 7.63%
- 10Y*
- —
CHRG.L vs. GEND.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CHRG.L WisdomTree Battery Solutions UCITS ETF - USD Acc | 23.07% | 44.29% | -11.91% | -9.67% | -19.10% | 14.89% | 12,965.37% |
GEND.L Lyxor Global Gender Equality DR UCITS | 6.51% | 14.60% | 9.00% | 10.74% | -5.64% | 17.68% | 8.06% |
Correlation
The correlation between CHRG.L and GEND.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2020 | 0.58 |
Over the past year, the correlation between CHRG.L and GEND.L has dropped to 0.30 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
CHRG.L vs. GEND.L - Sectors Allocation Comparison
Sectors
CHRG.L
GEND.L
Industrials
Basic Materials
Consumer Cyclical
Technology
Energy
-
Utilities
Consumer Defensive
Communication Services
-
Financial Services
-
Healthcare
-
Real Estate
-
Industrials
CHRG.L
GEND.L
Basic Materials
CHRG.L
GEND.L
Consumer Cyclical
CHRG.L
GEND.L
Technology
CHRG.L
GEND.L
Energy
CHRG.L
GEND.L
-
Utilities
CHRG.L
GEND.L
Consumer Defensive
CHRG.L
GEND.L
Communication Services
CHRG.L
-
GEND.L
Financial Services
CHRG.L
-
GEND.L
Healthcare
CHRG.L
-
GEND.L
Real Estate
CHRG.L
-
GEND.L
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Return for Risk
CHRG.L vs. GEND.L — Risk / Return Rank
CHRG.L
GEND.L
CHRG.L vs. GEND.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and Lyxor Global Gender Equality DR UCITS (GEND.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.
| CHRG.L | GEND.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.36 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 6.23 | 2.44 | +3.79 |
| Martin ratioReturn relative to average drawdown | 18.20 | 8.20 | +10.00 |
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Drawdowns
CHRG.L vs. GEND.L - Drawdown Comparison
The maximum CHRG.L drawdown since its inception was -52.64%, which is greater than GEND.L's maximum drawdown of -39.19%. Use the drawdown chart below to compare losses from any high point for CHRG.L and GEND.L.
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Drawdown Indicators
| CHRG.L | GEND.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.64% | -39.19% | -13.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -7.81% | -5.54% |
Max Drawdown (3Y)Largest decline over 3 years | -39.93% | -19.44% | -20.49% |
Max Drawdown (5Y)Largest decline over 5 years | -52.64% | -19.44% | -33.20% |
Current DrawdownCurrent decline from peak | -11.10% | 0.00% | -11.10% |
Average DrawdownAverage peak-to-trough decline | -21.14% | -11.68% | -9.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 2.33% | +2.25% |
Volatility
CHRG.L vs. GEND.L - Volatility Comparison
WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) has a higher volatility of 8.69% compared to Lyxor Global Gender Equality DR UCITS (GEND.L) at 2.26%. This indicates that CHRG.L's price experiences larger fluctuations and is considered to be riskier than GEND.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHRG.L | GEND.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.69% | 2.26% | +6.43% |
Volatility (6M)Calculated over the trailing 6-month period | 20.12% | 7.34% | +12.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.36% | 9.39% | +18.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 18.34% | +7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3,147.98% | 19.86% | +3,128.12% |
CHRG.L vs. GEND.L - Expense Ratio Comparison
CHRG.L has a 0.40% expense ratio, which is higher than GEND.L's 0.20% expense ratio.
Dividends
CHRG.L vs. GEND.L - Dividend Comparison
Neither CHRG.L nor GEND.L has paid dividends to shareholders.
Frequently Asked Questions
CHRG.L and GEND.L have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GEND.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GEND.L is cheaper with a 0.20% expense ratio, compared with 0.40% for CHRG.L.
CHRG.L is categorized as Lithium & Battery Metals, while GEND.L is Global Equities. CHRG.L tracks WisdomTree Battery Solutions Index, while GEND.L tracks MSCI ACWI NR USD. They also come from different issuers: WisdomTree and Amundi. Their fees differ too: 0.40% for CHRG.L and 0.20% for GEND.L.
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