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SC0J.DE vs. WDTE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SC0J.DE vs. WDTE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco MSCI World UCITS ETF Acc (SC0J.DE) and Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SC0J.DE achieves a 10.95% return, which is significantly lower than WDTE.DE's 18.32% return.


SC0J.DE

1D
-0.02%
1M
4.89%
YTD
10.95%
6M
11.36%
1Y
23.93%
3Y*
17.62%
5Y*
12.96%
10Y*
12.86%

WDTE.DE

1D
-2.54%
1M
12.94%
YTD
18.32%
6M
18.30%
1Y
36.88%
3Y*
25.83%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SC0J.DE vs. WDTE.DE - Yearly Performance Comparison


2026 (YTD)202520242023
SC0J.DE
Invesco MSCI World UCITS ETF Acc
10.95%7.78%26.07%12.84%
WDTE.DE
Invesco S&P World Information Technology ESG UCITS ETF Acc
18.32%6.19%42.11%32.17%

Correlation

The correlation between SC0J.DE and WDTE.DE is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.82

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Apr 18, 2023

0.81

The correlation between SC0J.DE and WDTE.DE has been stable across timeframes, ranging from 0.81 to 0.82 - a consistent structural relationship.

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Return for Risk

SC0J.DE vs. WDTE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SC0J.DE
SC0J.DE Risk / Return Rank: 7070
Overall Rank
SC0J.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SC0J.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
SC0J.DE Omega Ratio Rank: 6969
Omega Ratio Rank
SC0J.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
SC0J.DE Martin Ratio Rank: 7777
Martin Ratio Rank

WDTE.DE
WDTE.DE Risk / Return Rank: 5050
Overall Rank
WDTE.DE Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
WDTE.DE Sortino Ratio Rank: 5252
Sortino Ratio Rank
WDTE.DE Omega Ratio Rank: 5252
Omega Ratio Rank
WDTE.DE Calmar Ratio Rank: 4848
Calmar Ratio Rank
WDTE.DE Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SC0J.DE vs. WDTE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI World UCITS ETF Acc (SC0J.DE) and Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.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.


SC0J.DEWDTE.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.26

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.40

1.32

+0.08

Calmar ratioReturn relative to maximum drawdown

3.66

2.33

+1.33

Martin ratioReturn relative to average drawdown

14.66

6.14

+8.52

SC0J.DE vs. WDTE.DE - Sharpe Ratio Comparison

The current SC0J.DE Sharpe Ratio is 2.14, which is comparable to the WDTE.DE Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of SC0J.DE and WDTE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SC0J.DEWDTE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

1.88

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

1.44

-0.57

Drawdowns

SC0J.DE vs. WDTE.DE - Drawdown Comparison

The maximum SC0J.DE drawdown since its inception was -33.91%, which is greater than WDTE.DE's maximum drawdown of -28.19%. Use the drawdown chart below to compare losses from any high point for SC0J.DE and WDTE.DE.


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Drawdown Indicators


SC0J.DEWDTE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.91%

-28.19%

-5.72%

Max Drawdown (1Y)

Largest decline over 1 year

-6.52%

-15.79%

+9.27%

Max Drawdown (3Y)

Largest decline over 3 years

-21.66%

-28.19%

+6.53%

Max Drawdown (5Y)

Largest decline over 5 years

-21.66%

Max Drawdown (10Y)

Largest decline over 10 years

-33.91%

Current Drawdown

Current decline from peak

-0.33%

-3.63%

+3.30%

Average Drawdown

Average peak-to-trough decline

-4.23%

-4.97%

+0.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

5.99%

-4.36%

Volatility

SC0J.DE vs. WDTE.DE - Volatility Comparison

The current volatility for Invesco MSCI World UCITS ETF Acc (SC0J.DE) is 2.62%, while Invesco S&P World Information Technology ESG UCITS ETF Acc (WDTE.DE) has a volatility of 8.26%. This indicates that SC0J.DE experiences smaller price fluctuations and is considered to be less risky than WDTE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SC0J.DEWDTE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.62%

8.26%

-5.64%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

15.09%

-7.31%

Volatility (1Y)

Calculated over the trailing 1-year period

11.15%

19.51%

-8.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

21.74%

-7.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

21.74%

-6.65%

SC0J.DE vs. WDTE.DE - Expense Ratio Comparison

SC0J.DE has a 0.19% expense ratio, which is higher than WDTE.DE's 0.18% 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

SC0J.DE vs. WDTE.DE - Dividend Comparison

Neither SC0J.DE nor WDTE.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SC0J.DE and WDTE.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WDTE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WDTE.DE is cheaper with a 0.18% expense ratio, compared with 0.19% for SC0J.DE.

SC0J.DE is categorized as Global Equities, while WDTE.DE is Technology Equities. SC0J.DE tracks MSCI World, while WDTE.DE tracks S&P Developed Ex-Korea LargeMidCap ESG Enhanced Information Technology. Their fees differ too: 0.19% for SC0J.DE and 0.18% for WDTE.DE.

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