CHRG.L vs. GENE.L

Last updated Jun 25, 2026

CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) and GENE.L (UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc) are both exchange-traded funds - CHRG.L is a Lithium & Battery Metals fund tracking the WisdomTree Battery Solutions Index, while GENE.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 8.99%/yr for GENE.L. A 0.54 correlation means they provide meaningful diversification when combined. CHRG.L charges 0.40%/yr vs 0.20%/yr for GENE.L.

Performance

CHRG.L vs. GENE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) and UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHRG.L achieves a 23.07% return, which is significantly higher than GENE.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*: —

GENE.L

• 1D: 1.08%
• 1M: 2.36%
• YTD: 6.51%
• 6M: 6.80%
• 1Y: 19.74%
• 3Y*: 14.50%
• 5Y*: 8.99%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRG.L vs. GENE.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%
GENE.L UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc	6.51%	14.86%	10.70%	11.06%	-1.37%	17.63%	8.21%

Correlation

The correlation between CHRG.L and GENE.L is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.51
Correlation (All Time) Calculated using the full available price history since Feb 26, 2020	0.54

Over the past year, the correlation between CHRG.L and GENE.L has dropped to 0.27 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.

CHRG.L vs. GENE.L - Sectors Allocation Comparison

Sectors	CHRG.L	GENE.L
Industrials	47.5%	5.6%
Basic Materials	21.8%	6.0%
Consumer Cyclical	14.6%	11.5%
Technology	8.5%	5.3%
Energy	6.2%	-
Utilities	1.4%	8.0%
Consumer Defensive	0.0%	10.1%
Communication Services	-	7.6%
Financial Services	-	26.1%
Healthcare	-	13.2%
Real Estate	-	6.6%

Return for Risk

CHRG.L vs. GENE.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHRG.L

CHRG.L Risk / Return Rank: 90
CHRG.L Sharpe Ratio Rank: 93
CHRG.L Sortino Ratio Rank: 88
CHRG.L Omega Ratio Rank: 85
CHRG.L Calmar Ratio Rank: 94
CHRG.L Martin Ratio Rank: 90

GENE.L

GENE.L Risk / Return Rank: 65
GENE.L Sharpe Ratio Rank: 66
GENE.L Sortino Ratio Rank: 67
GENE.L Omega Ratio Rank: 62
GENE.L Calmar Ratio Rank: 67
GENE.L Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHRG.L vs. GENE.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 UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.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	GENE.L	Difference
Sharpe ratio: Return per unit of total volatility	2.94	1.87	+1.07
Sortino ratio: Return per unit of downside risk	3.52	2.67	+0.85
Omega ratio: Gain probability vs. loss probability	1.45	1.33	+0.12
Calmar ratio: Return relative to maximum drawdown	6.23	2.90	+3.34
Martin ratio: Return relative to average drawdown	18.20	9.98	+8.22

CHRG.L vs. GENE.L - Sharpe Ratio Comparison

The current CHRG.L Sharpe Ratio is 2.94, which is higher than the GENE.L Sharpe Ratio of 1.87. The chart below compares the historical Sharpe Ratios of CHRG.L and GENE.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CHRG.L vs. GENE.L - Drawdown Comparison

The maximum CHRG.L drawdown since its inception was -52.64%, which is greater than GENE.L's maximum drawdown of -36.84%. Use the drawdown chart below to compare losses from any high point for CHRG.L and GENE.L.

Drawdown Indicators

	CHRG.L	GENE.L	Difference
Max Drawdown Largest peak-to-trough decline	-52.64%	-36.84%	-15.80%
Max Drawdown (1Y) Largest decline over 1 year	-13.35%	-6.79%	-6.56%
Max Drawdown (3Y) Largest decline over 3 years	-39.93%	-19.69%	-20.24%
Max Drawdown (5Y) Largest decline over 5 years	-52.64%	-19.69%	-32.95%
Current Drawdown Current decline from peak	-11.10%	0.00%	-11.10%
Average Drawdown Average peak-to-trough decline	-21.14%	-9.36%	-11.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.58%	1.97%	+2.61%

Volatility

CHRG.L vs. GENE.L - Volatility Comparison

WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) has a higher volatility of 8.69% compared to UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc (GENE.L) at 2.29%. This indicates that CHRG.L's price experiences larger fluctuations and is considered to be riskier than GENE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHRG.L	GENE.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.69%	2.29%	+6.40%
Volatility (6M) Calculated over the trailing 6-month period	20.12%	7.70%	+12.42%
Volatility (1Y) Calculated over the trailing 1-year period	28.36%	10.55%	+17.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.21%	18.73%	+7.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3,147.98%	19.48%	+3,128.50%

CHRG.L vs. GENE.L - Expense Ratio Comparison

CHRG.L has a 0.40% expense ratio, which is higher than GENE.L's 0.20% expense ratio.

Dividends

CHRG.L vs. GENE.L - Dividend Comparison

Neither CHRG.L nor GENE.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both CHRG.L and GENE.L in my portfolio?

CHRG.L and GENE.L have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CHRG.L or GENE.L?

On fees, GENE.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHRG.L or GENE.L?

GENE.L is cheaper with a 0.20% expense ratio, compared with 0.40% for CHRG.L.

What is the main difference between CHRG.L and GENE.L?

CHRG.L is categorized as Lithium & Battery Metals, while GENE.L is Global Equities. CHRG.L tracks WisdomTree Battery Solutions Index, while GENE.L tracks MSCI ACWI NR USD. They also come from different issuers: WisdomTree and UBS. Their fees differ too: 0.40% for CHRG.L and 0.20% for GENE.L.