CHRG.L vs. MINV.L
CHRG.L (WisdomTree Battery Solutions UCITS ETF - USD Acc) and MINV.L (iShares Edge MSCI World Minimum Volatility UCITS ETF) are both exchange-traded funds - CHRG.L is a Lithium & Battery Metals fund tracking the WisdomTree Battery Solutions Index, while MINV.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 6.13%/yr for MINV.L. At a 0.28 correlation, their price movements are largely independent. CHRG.L charges 0.40%/yr vs 0.35%/yr for MINV.L.
Performance
CHRG.L vs. MINV.L - Performance Comparison
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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%
CHRG.L vs. MINV.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% |
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
Basic Materials
Consumer Cyclical
Technology
Energy
Utilities
Consumer Defensive
Communication Services
-
Financial Services
-
Healthcare
-
Real Estate
-
Industrials
CHRG.L
MINV.L
Basic Materials
CHRG.L
MINV.L
Consumer Cyclical
CHRG.L
MINV.L
Technology
CHRG.L
MINV.L
Energy
CHRG.L
MINV.L
Utilities
CHRG.L
MINV.L
Consumer Defensive
CHRG.L
MINV.L
Communication Services
CHRG.L
-
MINV.L
Financial Services
CHRG.L
-
MINV.L
Healthcare
CHRG.L
-
MINV.L
Real Estate
CHRG.L
-
MINV.L
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Return for Risk
CHRG.L vs. MINV.L — Risk / Return Rank
CHRG.L
MINV.L
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.L | MINV.L | Difference | |
|---|---|---|---|
| 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 |
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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.L | MINV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -11.10% | -2.45% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -21.14% | -8.65% | -12.49% |
Ulcer IndexDepth 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.L | MINV.L | Difference | |
|---|---|---|---|
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.
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.
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