IBC4.DE vs. WTD8.DE
IBC4.DE (iShares MSCI South Africa UCITS ETF USD (Acc)) and WTD8.DE (WisdomTree Emerging Markets Equity Income UCITS ETF Acc) are both Emerging Markets Equities funds - IBC4.DE tracks the MSCI South Africa Capped Index while WTD8.DE tracks the WisdomTree Emerging Markets Equity Income. Both are passively managed. Over the past 5 years, IBC4.DE returned 11.49%/yr vs 11.10%/yr for WTD8.DE. A 0.65 correlation means they provide meaningful diversification when combined. IBC4.DE charges 0.65%/yr vs 0.46%/yr for WTD8.DE.
Performance
IBC4.DE vs. WTD8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBC4.DE achieves a -1.83% return, which is significantly lower than WTD8.DE's 21.29% return.
IBC4.DE
- 1D
- 0.65%
- 1M
- -0.00%
- 6M
- -2.26%
- YTD
- -1.83%
- 1Y
- 32.92%
- 3Y*
- 22.90%
- 5Y*
- 11.49%
- 10Y*
- 7.19%
WTD8.DE
- 1D
- 0.83%
- 1M
- 0.74%
- 6M
- 19.91%
- YTD
- 21.29%
- 1Y
- 25.66%
- 3Y*
- 16.13%
- 5Y*
- 11.10%
- 10Y*
- —
IBC4.DE vs. WTD8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBC4.DE iShares MSCI South Africa UCITS ETF USD (Acc) | -1.83% | 57.35% | 14.83% | -3.10% | 1.72% | 12.68% | -11.83% | 12.46% | -21.79% | 19.74% |
WTD8.DE WisdomTree Emerging Markets Equity Income UCITS ETF Acc | 21.29% | 7.57% | 11.55% | 17.18% | -7.38% | 23.16% | -15.38% | 22.99% | -4.26% | 10.97% |
Correlation
The correlation between IBC4.DE and WTD8.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2016 | 0.65 |
The correlation between IBC4.DE and WTD8.DE has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.
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Return for Risk
IBC4.DE vs. WTD8.DE — Risk / Return Rank
IBC4.DE
WTD8.DE
IBC4.DE vs. WTD8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI South Africa UCITS ETF USD (Acc) (IBC4.DE) and WisdomTree Emerging Markets Equity Income UCITS ETF Acc (WTD8.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.
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.
| IBC4.DE | WTD8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 4.15 | -2.63 |
| Martin ratioReturn relative to average drawdown | 3.57 | 13.75 | -10.18 |
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Drawdowns
IBC4.DE vs. WTD8.DE - Drawdown Comparison
The maximum IBC4.DE drawdown since its inception was -55.48%, which is greater than WTD8.DE's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for IBC4.DE and WTD8.DE.
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Drawdown Indicators
| IBC4.DE | WTD8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.48% | -34.97% | -20.51% |
Max Drawdown (1Y)Largest decline over 1 year | -21.54% | -6.15% | -15.39% |
Max Drawdown (3Y)Largest decline over 3 years | -21.54% | -16.81% | -4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -29.74% | -17.11% | -12.63% |
Max Drawdown (10Y)Largest decline over 10 years | -55.48% | — | — |
Current DrawdownCurrent decline from peak | -16.46% | -1.97% | -14.49% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -6.59% | -10.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.21% | 1.86% | +7.35% |
Volatility
IBC4.DE vs. WTD8.DE - Volatility Comparison
iShares MSCI South Africa UCITS ETF USD (Acc) (IBC4.DE) has a higher volatility of 8.06% compared to WisdomTree Emerging Markets Equity Income UCITS ETF Acc (WTD8.DE) at 4.22%. This indicates that IBC4.DE's price experiences larger fluctuations and is considered to be riskier than WTD8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBC4.DE | WTD8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 4.22% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 25.34% | 9.84% | +15.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.76% | 12.11% | +17.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.63% | 13.62% | +12.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.84% | 21.93% | +5.91% |
IBC4.DE vs. WTD8.DE - Expense Ratio Comparison
IBC4.DE has a 0.65% expense ratio, which is higher than WTD8.DE's 0.46% expense ratio.
Dividends
IBC4.DE vs. WTD8.DE - Dividend Comparison
Neither IBC4.DE nor WTD8.DE has paid dividends to shareholders.
Frequently Asked Questions
IBC4.DE and WTD8.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTD8.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTD8.DE is cheaper with a 0.46% expense ratio, compared with 0.65% for IBC4.DE.
IBC4.DE tracks MSCI South Africa Capped Index, while WTD8.DE tracks WisdomTree Emerging Markets Equity Income. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.65% for IBC4.DE and 0.46% for WTD8.DE.
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