DBSDY vs. WINC.AS
DBSDY (DBS Group Holdings Ltd ADR) is a stock, while WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) is Global Equity Income fund actively managed by iShares. Over the past year, DBSDY returned 52.08% vs 20.24% for WINC.AS. At a 0.22 correlation, their price movements are largely independent.
Performance
DBSDY vs. WINC.AS - Performance Comparison
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Returns By Period
In the year-to-date period, DBSDY achieves a 18.81% return, which is significantly higher than WINC.AS's 7.31% return.
DBSDY
- 1D
- 0.74%
- 1M
- 4.02%
- YTD
- 18.81%
- 6M
- 19.14%
- 1Y
- 52.08%
- 3Y*
- 41.40%
- 5Y*
- 26.90%
- 10Y*
- 23.18%
WINC.AS
- 1D
- 0.00%
- 1M
- -1.00%
- YTD
- 7.31%
- 6M
- 7.78%
- 1Y
- 20.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DBSDY vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DBSDY DBS Group Holdings Ltd ADR | 18.81% | 44.73% | 40.51% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.31% | 21.56% | 8.10% |
Correlation
The correlation between DBSDY and WINC.AS is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.22 |
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Return for Risk
DBSDY vs. WINC.AS — Risk / Return Rank
DBSDY
WINC.AS
DBSDY vs. WINC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DBS Group Holdings Ltd ADR (DBSDY) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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.
| DBSDY | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.34 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.53 | 2.95 | +2.58 |
| Martin ratioReturn relative to average drawdown | 16.52 | 12.16 | +4.36 |
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Drawdowns
DBSDY vs. WINC.AS - Drawdown Comparison
The maximum DBSDY drawdown since its inception was -74.39%, which is greater than WINC.AS's maximum drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for DBSDY and WINC.AS.
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Drawdown Indicators
| DBSDY | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -14.81% | -59.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.46% | -6.77% | -2.69% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.94% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | -2.10% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -14.93% | -1.47% | -13.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 1.65% | +1.51% |
Volatility
DBSDY vs. WINC.AS - Volatility Comparison
DBS Group Holdings Ltd ADR (DBSDY) has a higher volatility of 5.82% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 3.62%. This indicates that DBSDY's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBSDY | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 3.62% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 8.78% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.57% | 10.79% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 12.60% | +6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 12.60% | +9.00% |
Dividends
DBSDY vs. WINC.AS - Dividend Comparison
DBSDY's dividend yield for the trailing twelve months is around 4.07%, less than WINC.AS's 9.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBSDY DBS Group Holdings Ltd ADR | 4.07% | 4.42% | 4.94% | 6.76% | 4.09% | 3.11% | 2.55% | 6.59% | 7.22% | 3.53% | 7.42% | 3.77% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.78% | 9.38% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DBSDY and WINC.AS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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