IESU.L vs. WRDA.L
IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) and WRDA.L (UBS Core MSCI World UCITS ETF USD Acc) are both Global Equities funds - IESU.L tracks the iShares S&P 500 Energy Sector UCITS ETF USD (Acc) while WRDA.L tracks the MSCI World Index. Both are passively managed. Over the past year, IESU.L returned 30.64% vs 22.06% for WRDA.L. At a 0.16 correlation, their price movements are largely independent. IESU.L charges 0.15%/yr vs 0.06%/yr for WRDA.L.
Performance
IESU.L vs. WRDA.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IESU.L achieves a 25.22% return, which is significantly higher than WRDA.L's 10.72% return.
IESU.L
- 1D
- 0.70%
- 1M
- 1.19%
- 6M
- 16.95%
- YTD
- 25.22%
- 1Y
- 30.64%
- 3Y*
- 13.17%
- 5Y*
- 22.17%
- 10Y*
- 8.35%
WRDA.L
- 1D
- 0.00%
- 1M
- 0.47%
- 6M
- 9.40%
- YTD
- 10.72%
- 1Y
- 22.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IESU.L vs. WRDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 25.22% | 2.26% | 4.90% |
WRDA.L UBS Core MSCI World UCITS ETF USD Acc | 10.72% | 12.77% | 20.02% |
Correlation
The correlation between IESU.L and WRDA.L is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2024 | 0.16 |
The correlation between IESU.L and WRDA.L shifts across timeframes, from -0.14 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IESU.L vs. WRDA.L — Risk / Return Rank
IESU.L
WRDA.L
IESU.L vs. WRDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) and UBS Core MSCI World UCITS ETF USD Acc (WRDA.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.
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.
| IESU.L | WRDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.81 | +1.11 |
| Martin ratioReturn relative to average drawdown | 4.65 | 1.18 | +3.47 |
Loading charts...
Drawdowns
IESU.L vs. WRDA.L - Drawdown Comparison
The maximum IESU.L drawdown since its inception was -63.88%, which is greater than WRDA.L's maximum drawdown of -27.39%. Use the drawdown chart below to compare losses from any high point for IESU.L and WRDA.L.
Loading charts...
Drawdown Indicators
| IESU.L | WRDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.88% | -27.39% | -36.49% |
Max Drawdown (1Y)Largest decline over 1 year | -17.34% | -27.39% | +10.05% |
Max Drawdown (3Y)Largest decline over 3 years | -26.36% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | — | — |
Current DrawdownCurrent decline from peak | -13.00% | -15.98% | +2.98% |
Average DrawdownAverage peak-to-trough decline | -20.51% | -8.18% | -12.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.14% | 18.75% | -11.61% |
Volatility
IESU.L vs. WRDA.L - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a higher volatility of 7.43% compared to UBS Core MSCI World UCITS ETF USD Acc (WRDA.L) at 2.72%. This indicates that IESU.L's price experiences larger fluctuations and is considered to be riskier than WRDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IESU.L | WRDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 2.72% | +4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 21.63% | 7.90% | +13.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 43.22% | -18.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.07% | 29.46% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 29.46% | -0.31% |
IESU.L vs. WRDA.L - Expense Ratio Comparison
IESU.L has a 0.15% expense ratio, which is higher than WRDA.L's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IESU.L vs. WRDA.L - Dividend Comparison
Neither IESU.L nor WRDA.L has paid dividends to shareholders.
Frequently Asked Questions
IESU.L and WRDA.L have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WRDA.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WRDA.L is cheaper with a 0.06% expense ratio, compared with 0.15% for IESU.L.
IESU.L tracks iShares S&P 500 Energy Sector UCITS ETF USD (Acc), while WRDA.L tracks MSCI World Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.15% for IESU.L and 0.06% for WRDA.L.
Find the right allocation for IESU.L and WRDA.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer