Correlation
The correlation between EXUS.L and WLDS.L is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
EXUS.L vs. WLDS.L
Compare and contrast key facts about Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.L).
EXUS.L and WLDS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXUS.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World ex USA index. It was launched on Mar 6, 2024. WLDS.L is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap Inde. It was launched on Mar 27, 2018. Both EXUS.L and WLDS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXUS.L or WLDS.L.
Performance
EXUS.L vs. WLDS.L - Performance Comparison
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Key characteristics
EXUS.L:
0.86
WLDS.L:
0.10
EXUS.L:
1.17
WLDS.L:
0.26
EXUS.L:
1.16
WLDS.L:
1.04
EXUS.L:
1.02
WLDS.L:
0.08
EXUS.L:
3.09
WLDS.L:
0.26
EXUS.L:
4.24%
WLDS.L:
7.00%
EXUS.L:
16.64%
WLDS.L:
16.83%
EXUS.L:
-12.85%
WLDS.L:
-33.26%
EXUS.L:
-0.74%
WLDS.L:
-10.51%
Returns By Period
In the year-to-date period, EXUS.L achieves a 16.19% return, which is significantly higher than WLDS.L's -4.95% return.
EXUS.L
16.19%
5.30%
13.03%
14.45%
N/A
N/A
N/A
WLDS.L
-4.95%
5.07%
-9.40%
1.64%
4.28%
8.67%
N/A
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EXUS.L vs. WLDS.L - Expense Ratio Comparison
EXUS.L has a 0.15% expense ratio, which is lower than WLDS.L's 0.35% expense ratio.
Risk-Adjusted Performance
EXUS.L vs. WLDS.L — Risk-Adjusted Performance Rank
EXUS.L
WLDS.L
EXUS.L vs. WLDS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.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.
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Dividends
EXUS.L vs. WLDS.L - Dividend Comparison
Neither EXUS.L nor WLDS.L has paid dividends to shareholders.
Drawdowns
EXUS.L vs. WLDS.L - Drawdown Comparison
The maximum EXUS.L drawdown since its inception was -12.85%, smaller than the maximum WLDS.L drawdown of -33.26%. Use the drawdown chart below to compare losses from any high point for EXUS.L and WLDS.L.
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Volatility
EXUS.L vs. WLDS.L - Volatility Comparison
The current volatility for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.L) is 2.86%, while iShares MSCI World Small Cap UCITS ETF (WLDS.L) has a volatility of 4.42%. This indicates that EXUS.L experiences smaller price fluctuations and is considered to be less risky than WLDS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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