IVRS vs. WTIU
IVRS (iShares Future Metaverse Tech And Communications ETF) and WTIU (MicroSectors Energy 3X Leveraged ETN) are both exchange-traded funds - IVRS is a Technology Equities fund tracking the Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while WTIU is a Leveraged Equities fund tracking the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). Both are passively managed. Over the past 3 years, IVRS returned 7.73%/yr vs -1.04%/yr for WTIU. Their 0.06 correlation means their historical movements had little consistent relationship. IVRS charges 0.47%/yr vs 0.95%/yr for WTIU.
Performance
IVRS vs. WTIU - Performance Comparison
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Returns By Period
In the year-to-date period, IVRS achieves a -7.07% return, which is significantly lower than WTIU's 95.37% return.
IVRS
- 1D
- 2.16%
- 1M
- 0.63%
- 6M
- -1.65%
- YTD
- -7.07%
- 1Y
- -11.56%
- 3Y*
- 7.73%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.16%
WTIU
- 1D
- -4.60%
- 1M
- 39.23%
- 6M
- 55.77%
- YTD
- 95.37%
- 1Y
- 104.76%
- 3Y*
- -1.04%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -5.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $45.64K | $34.99K | $21.63K | |
| $1.41M | $930.94K | $851.49K |
IVRS vs. WTIU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | -7.07% | 12.75% | 7.40% | 28.15% |
WTIU MicroSectors Energy 3X Leveraged ETN | 95.37% | -17.13% | -29.63% | -28.42% |
Correlation
The correlation between IVRS and WTIU is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 16, 2023 | 0.06 |
The correlation between IVRS and WTIU shifts across timeframes, from -0.20 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
IVRS vs. WTIU - Sectors Allocation Comparison
Sectors
IVRS
WTIU
Communication Services
-
Technology
-
Financial Services
-
Consumer Cyclical
-
Basic Materials
-
-
Consumer Defensive
-
-
Energy
-
Healthcare
-
-
Industrials
-
-
Real Estate
-
-
Utilities
-
-
Communication Services
IVRS
WTIU
-
Technology
IVRS
WTIU
-
Financial Services
IVRS
WTIU
-
Consumer Cyclical
IVRS
WTIU
-
Basic Materials
IVRS
-
WTIU
-
Consumer Defensive
IVRS
-
WTIU
-
Energy
IVRS
-
WTIU
Healthcare
IVRS
-
WTIU
-
Industrials
IVRS
-
WTIU
-
Real Estate
IVRS
-
WTIU
-
Utilities
IVRS
-
WTIU
-
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Return for Risk
IVRS vs. WTIU — Risk / Return Rank
IVRS
WTIU
IVRS vs. WTIU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future Metaverse Tech And Communications ETF (IVRS) and MicroSectors Energy 3X Leveraged ETN (WTIU). 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.
| IVRS | WTIU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.52 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.25 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 2.19 | -2.56 |
| Martin ratioReturn relative to average drawdown | -0.69 | 4.99 | -5.68 |
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Drawdowns
IVRS vs. WTIU - Drawdown Comparison
The maximum IVRS drawdown since its inception was -31.43%, smaller than the maximum WTIU drawdown of -75.73%. Use the drawdown chart below to compare losses from any high point for IVRS and WTIU.
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Drawdown Indicators
| IVRS | WTIU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.43% | -75.73% | +44.30% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -48.11% | +16.68% |
Max Drawdown (3Y)Largest decline over 3 years | -31.43% | -75.73% | +44.30% |
Current DrawdownCurrent decline from peak | -20.06% | -30.75% | +10.69% |
Average DrawdownAverage peak-to-trough decline | -6.51% | -39.20% | +32.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.79% | 21.07% | -4.28% |
Volatility
IVRS vs. WTIU - Volatility Comparison
The current volatility for iShares Future Metaverse Tech And Communications ETF (IVRS) is 7.97%, while MicroSectors Energy 3X Leveraged ETN (WTIU) has a volatility of 22.17%. This indicates that IVRS experiences smaller price fluctuations and is considered to be less risky than WTIU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVRS | WTIU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 22.17% | -14.20% |
Volatility (6M)Calculated over the trailing 6-month period | 19.96% | 57.97% | -38.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.89% | 69.79% | -45.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 70.86% | -49.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 70.86% | -49.98% |
IVRS vs. WTIU - Expense Ratio Comparison
IVRS has a 0.47% expense ratio, which is lower than WTIU's 0.95% expense ratio.
Dividends
IVRS vs. WTIU - Dividend Comparison
IVRS's dividend yield for the trailing twelve months is around 8.62%, while WTIU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | 8.62% | 7.88% | 6.65% | 0.48% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IVRS and WTIU have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTIU has higher volatility (22.17%) compared to IVRS (7.97%). In terms of maximum drawdown, IVRS dropped -31.43% vs WTIU's -75.73%.
On 3-year performance, IVRS leads with 7.73% vs -1.04% for WTIU. On fees, IVRS is cheaper at 0.47% per year. On volatility, IVRS has been the lower-risk option at 7.97%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IVRS has performed better with a 7.73% return vs -1.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IVRS is cheaper with a 0.47% expense ratio, compared with 0.95% for WTIU.
IVRS has the higher dividend yield at 8.62%, compared with 0.00% for WTIU.
IVRS is categorized as Technology Equities, while WTIU is Leveraged Equities. IVRS tracks Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while WTIU tracks Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). They also come from different issuers: iShares and REX. Their fees differ too: 0.47% for IVRS and 0.95% for WTIU.
WTIU currently has the higher Sharpe Ratio (1.51 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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