DSY.PA vs. WPEA.PA
DSY.PA (Dassault Systèmes SE) is a stock, while WPEA.PA (iShares MSCI World Swap PEA UCITS ETF) is Global Equities fund tracking the MSCI World NET TR EUR Index. Over the past year, DSY.PA returned -37.61% vs 23.56% for WPEA.PA. At a 0.39 correlation, their price movements are largely independent.
Performance
DSY.PA vs. WPEA.PA - Performance Comparison
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Returns By Period
In the year-to-date period, DSY.PA achieves a -14.30% return, which is significantly lower than WPEA.PA's 11.02% return.
DSY.PA
- 1D
- 5.94%
- 1M
- 3.35%
- YTD
- -14.30%
- 6M
- -14.08%
- 1Y
- -37.61%
- 3Y*
- -20.63%
- 5Y*
- -10.99%
- 10Y*
- 4.38%
WPEA.PA
- 1D
- -0.06%
- 1M
- 3.63%
- YTD
- 11.02%
- 6M
- 10.90%
- 1Y
- 23.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DSY.PA vs. WPEA.PA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DSY.PA Dassault Systèmes SE | -14.30% | -28.28% | -15.67% |
WPEA.PA iShares MSCI World Swap PEA UCITS ETF | 11.02% | 6.89% | 14.51% |
Correlation
The correlation between DSY.PA and WPEA.PA is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2024 | 0.39 |
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Return for Risk
DSY.PA vs. WPEA.PA — Risk / Return Rank
DSY.PA
WPEA.PA
DSY.PA vs. WPEA.PA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systèmes SE (DSY.PA) and iShares MSCI World Swap PEA UCITS ETF (WPEA.PA). 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.
| DSY.PA | WPEA.PA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.13 | ||
| Sortino ratioReturn per unit of downside risk | -4.20 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.40 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.57 | -4.30 |
| Martin ratioReturn relative to average drawdown | -1.27 | 14.20 | -15.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSY.PA | WPEA.PA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.99 | 2.14 | -3.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 1.03 | -0.74 |
Drawdowns
DSY.PA vs. WPEA.PA - Drawdown Comparison
The maximum DSY.PA drawdown since its inception was -86.77%, which is greater than WPEA.PA's maximum drawdown of -21.59%. Use the drawdown chart below to compare losses from any high point for DSY.PA and WPEA.PA.
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Drawdown Indicators
| DSY.PA | WPEA.PA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.77% | -21.59% | -65.18% |
Max Drawdown (1Y)Largest decline over 1 year | -50.76% | -6.53% | -44.23% |
Max Drawdown (3Y)Largest decline over 3 years | -66.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -70.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -70.94% | — | — |
Current DrawdownCurrent decline from peak | -62.80% | -0.37% | -62.43% |
Average DrawdownAverage peak-to-trough decline | -34.44% | -3.02% | -31.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.15% | 1.65% | +27.50% |
Volatility
DSY.PA vs. WPEA.PA - Volatility Comparison
Dassault Systèmes SE (DSY.PA) has a higher volatility of 13.75% compared to iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) at 2.59%. This indicates that DSY.PA's price experiences larger fluctuations and is considered to be riskier than WPEA.PA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSY.PA | WPEA.PA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.75% | 2.59% | +11.16% |
Volatility (6M)Calculated over the trailing 6-month period | 34.34% | 7.55% | +26.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.09% | 10.88% | +27.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.39% | 14.57% | +15.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.34% | 14.57% | +13.77% |
Dividends
DSY.PA vs. WPEA.PA - Dividend Comparison
DSY.PA's dividend yield for the trailing twelve months is around 1.34%, while WPEA.PA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSY.PA Dassault Systèmes SE | 1.34% | 1.09% | 0.69% | 0.47% | 0.51% | 0.21% | 0.42% | 0.44% | 0.56% | 0.60% | 0.65% | 0.58% |
WPEA.PA iShares MSCI World Swap PEA UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DSY.PA and WPEA.PA have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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