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CHRG.L vs. MINV.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CHRG.L vs. MINV.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 iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CHRG.L achieves a 23.07% return, which is significantly higher than MINV.L's 2.22% 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*

MINV.L

1D
1.09%
1M
0.32%
YTD
2.22%
6M
2.67%
1Y
4.96%
3Y*
7.64%
5Y*
6.13%
10Y*
7.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRG.L vs. MINV.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CHRG.L
WisdomTree Battery Solutions UCITS ETF - USD Acc
23.07%44.29%-11.91%-9.67%-19.10%14.89%12,965.37%
MINV.L
iShares Edge MSCI World Minimum Volatility UCITS ETF
2.22%3.37%12.86%1.50%1.23%15.98%-3.49%

Correlation

The correlation between CHRG.L and MINV.L is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2020

0.28

The correlation between CHRG.L and MINV.L shifts across timeframes, from -0.11 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

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


Sectors
CHRG.L
MINV.L

Industrials

47.5%
8.9%

Basic Materials

21.8%
0.9%

Consumer Cyclical

14.6%
5.4%

Technology

8.5%
23.6%

Energy

6.2%
3.9%

Utilities

1.4%
7.6%

Consumer Defensive

0.0%
10.4%

Communication Services

-

11.1%

Financial Services

-

13.3%

Healthcare

-

14.0%

Real Estate

-

1.1%

Industrials

CHRG.L
47.5%
MINV.L
8.9%

Basic Materials

CHRG.L
21.8%
MINV.L
0.9%

Consumer Cyclical

CHRG.L
14.6%
MINV.L
5.4%

Technology

CHRG.L
8.5%
MINV.L
23.6%

Energy

CHRG.L
6.2%
MINV.L
3.9%

Utilities

CHRG.L
1.4%
MINV.L
7.6%

Consumer Defensive

CHRG.L
0.0%
MINV.L
10.4%

Communication Services

CHRG.L

-

MINV.L
11.1%

Financial Services

CHRG.L

-

MINV.L
13.3%

Healthcare

CHRG.L

-

MINV.L
14.0%

Real Estate

CHRG.L

-

MINV.L
1.1%

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Return for Risk

CHRG.L vs. MINV.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: 9090
Overall Rank
CHRG.L Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
CHRG.L Sortino Ratio Rank: 8888
Sortino Ratio Rank
CHRG.L Omega Ratio Rank: 8585
Omega Ratio Rank
CHRG.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
CHRG.L Martin Ratio Rank: 9090
Martin Ratio Rank

MINV.L
MINV.L Risk / Return Rank: 1919
Overall Rank
MINV.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
MINV.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
MINV.L Omega Ratio Rank: 1717
Omega Ratio Rank
MINV.L Calmar Ratio Rank: 1919
Calmar Ratio Rank
MINV.L Martin Ratio Rank: 1919
Martin Ratio Rank
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. MINV.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 iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.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.LMINV.LDifference
Sharpe ratioReturn per unit of total volatility

+2.32

Sortino ratioReturn per unit of downside risk

+2.56

Omega ratioGain probability vs. loss probability

1.45

1.11

+0.34

Calmar ratioReturn relative to maximum drawdown

6.23

0.78

+5.45

Martin ratioReturn relative to average drawdown

18.20

2.02

+16.18

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

The current CHRG.L Sharpe Ratio is 2.94, which is higher than the MINV.L Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of CHRG.L and MINV.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.


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Drawdowns

CHRG.L vs. MINV.L - Drawdown Comparison

The maximum CHRG.L drawdown since its inception was -52.64%, which is greater than MINV.L's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for CHRG.L and MINV.L.


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Drawdown Indicators


CHRG.LMINV.LDifference

Max Drawdown

Largest peak-to-trough decline

-52.64%

-39.64%

-13.00%

Max Drawdown (1Y)

Largest decline over 1 year

-13.35%

-6.31%

-7.04%

Max Drawdown (3Y)

Largest decline over 3 years

-39.93%

-20.10%

-19.83%

Max Drawdown (5Y)

Largest decline over 5 years

-52.64%

-20.10%

-32.54%

Max Drawdown (10Y)

Largest decline over 10 years

-20.38%

Current Drawdown

Current decline from peak

-11.10%

-2.45%

-8.65%

Average Drawdown

Average peak-to-trough decline

-21.14%

-8.65%

-12.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.58%

2.45%

+2.13%

Volatility

CHRG.L vs. MINV.L - Volatility Comparison

WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG.L) has a higher volatility of 8.69% compared to iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.L) at 1.88%. This indicates that CHRG.L's price experiences larger fluctuations and is considered to be riskier than MINV.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.LMINV.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.69%

1.88%

+6.81%

Volatility (6M)

Calculated over the trailing 6-month period

20.12%

5.97%

+14.15%

Volatility (1Y)

Calculated over the trailing 1-year period

28.36%

8.00%

+20.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.21%

16.98%

+9.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3,147.98%

15.23%

+3,132.75%

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

CHRG.L has a 0.40% expense ratio, which is higher than MINV.L's 0.35% expense ratio.


Dividends

CHRG.L vs. MINV.L - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


CHRG.L and MINV.L have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MINV.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MINV.L is cheaper with a 0.35% expense ratio, compared with 0.40% for CHRG.L.

CHRG.L is categorized as Lithium & Battery Metals, while MINV.L is Global Equities. CHRG.L tracks WisdomTree Battery Solutions Index, while MINV.L tracks MSCI ACWI NR USD. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.40% for CHRG.L and 0.35% for MINV.L.

Portfolio Optimizer

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