IUSW.DE vs. WTED.DE
IUSW.DE (iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)) and WTED.DE (WisdomTree Emerging Markets SmallCap Dividend UCITS ETF) are both Emerging Markets Equities funds - IUSW.DE tracks the MSCI Saudi Arabia 20/35 Index while WTED.DE tracks the WisdomTree Emerging Markets SmallCap Dividend. Both are passively managed. Over the past 5 years, IUSW.DE returned 2.61%/yr vs 8.12%/yr for WTED.DE. At a 0.38 correlation, their price movements are largely independent. IUSW.DE charges 0.60%/yr vs 0.54%/yr for WTED.DE.
Performance
IUSW.DE vs. WTED.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSW.DE achieves a 8.49% return, which is significantly lower than WTED.DE's 15.58% return.
IUSW.DE
- 1D
- 0.44%
- 1M
- 0.44%
- 6M
- 7.23%
- YTD
- 8.49%
- 1Y
- 4.49%
- 3Y*
- -1.13%
- 5Y*
- 2.61%
- 10Y*
- —
WTED.DE
- 1D
- 1.12%
- 1M
- 3.06%
- 6M
- 14.62%
- YTD
- 15.58%
- 1Y
- 22.22%
- 3Y*
- 12.84%
- 5Y*
- 8.12%
- 10Y*
- 9.05%
IUSW.DE vs. WTED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 8.49% | -15.93% | 5.30% | 5.93% | 0.43% | 46.72% | -7.49% | -22.80% |
WTED.DE WisdomTree Emerging Markets SmallCap Dividend UCITS ETF | 15.58% | 6.38% | 8.38% | 15.71% | -5.53% | 21.92% | -3.85% | 2.71% |
Correlation
The correlation between IUSW.DE and WTED.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2019 | 0.38 |
Over the past year, the correlation between IUSW.DE and WTED.DE has dropped to 0.12 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
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Return for Risk
IUSW.DE vs. WTED.DE — Risk / Return Rank
IUSW.DE
WTED.DE
IUSW.DE vs. WTED.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) and WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (WTED.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.
| IUSW.DE | WTED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.31 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 3.12 | -2.74 |
| Martin ratioReturn relative to average drawdown | 0.96 | 9.59 | -8.63 |
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Drawdowns
IUSW.DE vs. WTED.DE - Drawdown Comparison
The maximum IUSW.DE drawdown since its inception was -47.12%, which is greater than WTED.DE's maximum drawdown of -36.92%. Use the drawdown chart below to compare losses from any high point for IUSW.DE and WTED.DE.
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Drawdown Indicators
| IUSW.DE | WTED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -36.92% | -10.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -7.10% | -4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.61% | -19.61% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.40% | -19.61% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.92% | — |
Current DrawdownCurrent decline from peak | -24.34% | -0.27% | -24.07% |
Average DrawdownAverage peak-to-trough decline | -20.34% | -8.38% | -11.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 2.31% | +2.34% |
Volatility
IUSW.DE vs. WTED.DE - Volatility Comparison
The current volatility for iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) (IUSW.DE) is 3.32%, while WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (WTED.DE) has a volatility of 5.21%. This indicates that IUSW.DE experiences smaller price fluctuations and is considered to be less risky than WTED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSW.DE | WTED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 5.21% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 10.66% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.08% | 13.25% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 13.30% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.69% | 22.25% | -2.56% |
IUSW.DE vs. WTED.DE - Expense Ratio Comparison
IUSW.DE has a 0.60% expense ratio, which is higher than WTED.DE's 0.54% expense ratio.
Dividends
IUSW.DE vs. WTED.DE - Dividend Comparison
IUSW.DE's dividend yield for the trailing twelve months is around 3.21%, less than WTED.DE's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSW.DE iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | 3.21% | 3.79% | 2.60% | 2.13% | 1.81% | 1.21% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTED.DE WisdomTree Emerging Markets SmallCap Dividend UCITS ETF | 3.84% | 2.95% | 4.72% | 3.50% | 4.17% | 2.79% | 3.04% | 3.11% | 3.11% | 2.37% | 0.43% | 3.30% |
Frequently Asked Questions
IUSW.DE and WTED.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTED.DE is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTED.DE is cheaper with a 0.54% expense ratio, compared with 0.60% for IUSW.DE.
IUSW.DE tracks MSCI Saudi Arabia 20/35 Index, while WTED.DE tracks WisdomTree Emerging Markets SmallCap Dividend. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.60% for IUSW.DE and 0.54% for WTED.DE.
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