IS3T.DE vs. WRLD.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and WRLD.DE (Rize Environmental Impact 100 UCITS ETF) are both Global Equities funds - IS3T.DE tracks the MSCI World Mid Cap Equal Weighted while WRLD.DE tracks the Foxberry SMS Environmental Impact 100. Both are passively managed. Over the past 3 years, IS3T.DE returned 11.56%/yr vs 10.05%/yr for WRLD.DE. Their correlation of 0.84 suggests significant overlap in exposure. IS3T.DE charges 0.30%/yr vs 0.55%/yr for WRLD.DE.
Performance
IS3T.DE vs. WRLD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 6.98% return, which is significantly lower than WRLD.DE's 18.45% return.
IS3T.DE
- 1D
- 0.30%
- 1M
- 0.74%
- YTD
- 6.98%
- 6M
- 8.06%
- 1Y
- 15.24%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
WRLD.DE
- 1D
- -0.10%
- 1M
- 1.13%
- YTD
- 18.45%
- 6M
- 18.65%
- 1Y
- 26.89%
- 3Y*
- 10.05%
- 5Y*
- —
- 10Y*
- —
IS3T.DE vs. WRLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 4.97% |
WRLD.DE Rize Environmental Impact 100 UCITS ETF | 18.45% | 11.71% | 1.59% | 11.63% | -16.39% | 8.00% |
Correlation
The correlation between IS3T.DE and WRLD.DE is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2021 | 0.84 |
The correlation between IS3T.DE and WRLD.DE shifts across timeframes, from 0.72 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3T.DE vs. WRLD.DE — Risk / Return Rank
IS3T.DE
WRLD.DE
IS3T.DE vs. WRLD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and Rize Environmental Impact 100 UCITS ETF (WRLD.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.
| IS3T.DE | WRLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.34 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.57 | -1.43 |
| Martin ratioReturn relative to average drawdown | 8.02 | 11.33 | -3.31 |
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
| IS3T.DE | WRLD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.91 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.38 | +0.15 |
Drawdowns
IS3T.DE vs. WRLD.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than WRLD.DE's maximum drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and WRLD.DE.
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Drawdown Indicators
| IS3T.DE | WRLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -23.55% | -13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -7.90% | +0.81% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -19.51% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | -0.38% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -9.51% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.50% | -0.60% |
Volatility
IS3T.DE vs. WRLD.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.77%, while Rize Environmental Impact 100 UCITS ETF (WRLD.DE) has a volatility of 4.50%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than WRLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3T.DE | WRLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 4.50% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 11.34% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 14.81% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 16.98% | -3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.25% | 16.98% | -1.73% |
IS3T.DE vs. WRLD.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is lower than WRLD.DE's 0.55% expense ratio.
Dividends
IS3T.DE vs. WRLD.DE - Dividend Comparison
Neither IS3T.DE nor WRLD.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3T.DE and WRLD.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3T.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3T.DE is cheaper with a 0.30% expense ratio, compared with 0.55% for WRLD.DE.
IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while WRLD.DE tracks Foxberry SMS Environmental Impact 100. They also come from different issuers: iShares and Goldman Sachs. Their fees differ too: 0.30% for IS3T.DE and 0.55% for WRLD.DE.
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