FDLS vs. WCBR
Compare and contrast key facts about Inspire Fidelis Multi Factor ETF (FDLS) and WisdomTree Cybersecurity Fund (WCBR).
FDLS and WCBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDLS is a passively managed fund by Inspire that tracks the performance of the WI Fidelis Multi-Cap, Multi-Factor Index - Benchmark TR Gross. It was launched on Aug 23, 2022. WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021. Both FDLS and WCBR 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: FDLS or WCBR.
Correlation
The correlation between FDLS and WCBR is 0.59, 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.
Performance
FDLS vs. WCBR - Performance Comparison
Key characteristics
FDLS:
0.57
WCBR:
0.66
FDLS:
0.88
WCBR:
1.03
FDLS:
1.11
WCBR:
1.13
FDLS:
1.07
WCBR:
0.63
FDLS:
3.07
WCBR:
1.43
FDLS:
3.08%
WCBR:
10.88%
FDLS:
16.64%
WCBR:
23.51%
FDLS:
-15.20%
WCBR:
-52.25%
FDLS:
-8.53%
WCBR:
-5.11%
Returns By Period
In the year-to-date period, FDLS achieves a 7.53% return, which is significantly lower than WCBR's 14.23% return.
FDLS
7.53%
-5.01%
7.31%
8.00%
N/A
N/A
WCBR
14.23%
1.29%
21.66%
13.20%
N/A
N/A
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FDLS vs. WCBR - Expense Ratio Comparison
FDLS has a 0.76% expense ratio, which is higher than WCBR's 0.45% expense ratio.
Risk-Adjusted Performance
FDLS vs. WCBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Fidelis Multi Factor ETF (FDLS) and WisdomTree Cybersecurity Fund (WCBR). 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.
Dividends
FDLS vs. WCBR - Dividend Comparison
FDLS's dividend yield for the trailing twelve months is around 7.25%, while WCBR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
FDLS Inspire Fidelis Multi Factor ETF | 7.25% | 0.97% | 0.31% | 0.00% |
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.03% | 0.43% |
Drawdowns
FDLS vs. WCBR - Drawdown Comparison
The maximum FDLS drawdown since its inception was -15.20%, smaller than the maximum WCBR drawdown of -52.25%. Use the drawdown chart below to compare losses from any high point for FDLS and WCBR. For additional features, visit the drawdowns tool.
Volatility
FDLS vs. WCBR - Volatility Comparison
The current volatility for Inspire Fidelis Multi Factor ETF (FDLS) is 5.38%, while WisdomTree Cybersecurity Fund (WCBR) has a volatility of 8.90%. This indicates that FDLS experiences smaller price fluctuations and is considered to be less risky than WCBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.