IBC3.DE vs. WTEI.DE
IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) and WTEI.DE (WisdomTree Emerging Markets Equity Income UCITS ETF) are both Emerging Markets Equities funds - IBC3.DE tracks the MSCI Emerging Markets Investable Market (IMI) while WTEI.DE tracks the WisdomTree Emerging Markets Equity Income. Both are passively managed. Over the past 5 years, IBC3.DE returned 8.85%/yr vs 10.93%/yr for WTEI.DE. A 0.78 correlation means they provide meaningful diversification when combined. IBC3.DE charges 0.18%/yr vs 0.46%/yr for WTEI.DE.
Performance
IBC3.DE vs. WTEI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBC3.DE achieves a 25.91% return, which is significantly higher than WTEI.DE's 19.49% return.
IBC3.DE
- 1D
- -1.44%
- 1M
- 5.28%
- YTD
- 25.91%
- 6M
- 27.63%
- 1Y
- 47.26%
- 3Y*
- 20.30%
- 5Y*
- 8.85%
- 10Y*
- —
WTEI.DE
- 1D
- -1.03%
- 1M
- 5.17%
- YTD
- 19.49%
- 6M
- 18.83%
- 1Y
- 26.79%
- 3Y*
- 15.85%
- 5Y*
- 10.93%
- 10Y*
- —
IBC3.DE vs. WTEI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 25.91% | 17.59% | 14.06% | 7.48% | -13.80% | 7.38% | 23.03% |
WTEI.DE WisdomTree Emerging Markets Equity Income UCITS ETF | 19.49% | 7.76% | 11.91% | 16.94% | -7.18% | 22.68% | 6.08% |
Correlation
The correlation between IBC3.DE and WTEI.DE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2020 | 0.78 |
The correlation between IBC3.DE and WTEI.DE has been stable across timeframes, ranging from 0.69 to 0.79 - a consistent structural relationship.
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Return for Risk
IBC3.DE vs. WTEI.DE — Risk / Return Rank
IBC3.DE
WTEI.DE
IBC3.DE vs. WTEI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) and WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE). 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.
| IBC3.DE | WTEI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.38 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 4.45 | +0.07 |
| Martin ratioReturn relative to average drawdown | 16.28 | 16.42 | -0.13 |
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
| IBC3.DE | WTEI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.71 | 2.11 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.78 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.89 | -0.42 |
Drawdowns
IBC3.DE vs. WTEI.DE - Drawdown Comparison
The maximum IBC3.DE drawdown since its inception was -31.89%, which is greater than WTEI.DE's maximum drawdown of -16.73%. Use the drawdown chart below to compare losses from any high point for IBC3.DE and WTEI.DE.
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Drawdown Indicators
| IBC3.DE | WTEI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.89% | -16.73% | -15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -6.00% | -4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -19.08% | -15.97% | -3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -16.73% | -5.22% |
Current DrawdownCurrent decline from peak | -2.52% | -1.51% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -4.01% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 1.63% | +1.26% |
Volatility
IBC3.DE vs. WTEI.DE - Volatility Comparison
iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a higher volatility of 7.06% compared to WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) at 4.57%. This indicates that IBC3.DE's price experiences larger fluctuations and is considered to be riskier than WTEI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBC3.DE | WTEI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 4.57% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.60% | 9.66% | +4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 12.64% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 13.86% | +2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 13.97% | +4.45% |
IBC3.DE vs. WTEI.DE - Expense Ratio Comparison
IBC3.DE has a 0.18% expense ratio, which is lower than WTEI.DE's 0.46% expense ratio.
Dividends
IBC3.DE vs. WTEI.DE - Dividend Comparison
IBC3.DE's dividend yield for the trailing twelve months is around 1.88%, less than WTEI.DE's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.88% | 2.26% | 2.44% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% |
WTEI.DE WisdomTree Emerging Markets Equity Income UCITS ETF | 3.73% | 4.52% | 7.52% | 6.96% | 7.43% | 3.95% | 1.46% | 0.00% | 0.00% |
Frequently Asked Questions
IBC3.DE and WTEI.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBC3.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBC3.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for WTEI.DE.
IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI), while WTEI.DE tracks WisdomTree Emerging Markets Equity Income. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.18% for IBC3.DE and 0.46% for WTEI.DE.
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