UIFS.L vs. WFIN.AS
Compare and contrast key facts about iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) and SPDR MSCI World Financials UCITS ETF (WFIN.AS).
UIFS.L and WFIN.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIFS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 20, 2015. WFIN.AS is a passively managed fund by State Street that tracks the performance of the MSCI World/Financials NR USD. It was launched on Apr 29, 2016. Both UIFS.L and WFIN.AS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIFS.L or WFIN.AS.
Key characteristics
| UIFS.L | WFIN.AS | |
|---|---|---|
| YTD Return | 17.19% | 20.13% |
| 1Y Return | 24.42% | 26.95% |
| 3Y Return (Ann) | 9.67% | 10.98% |
| 5Y Return (Ann) | 10.33% | 10.55% |
| Sharpe Ratio | 1.97 | 2.33 |
| Daily Std Dev | 12.46% | 12.10% |
| Max Drawdown | -35.31% | -42.00% |
| Current Drawdown | -0.69% | -0.59% |
Correlation
The correlation between UIFS.L and WFIN.AS is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UIFS.L vs. WFIN.AS - Performance Comparison
In the year-to-date period, UIFS.L achieves a 17.19% return, which is significantly lower than WFIN.AS's 20.13% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UIFS.L vs. WFIN.AS - Expense Ratio Comparison
UIFS.L has a 0.15% expense ratio, which is lower than WFIN.AS's 0.30% expense ratio.
Risk-Adjusted Performance
UIFS.L vs. WFIN.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) and SPDR MSCI World Financials UCITS ETF (WFIN.AS). 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.
Dividends
UIFS.L vs. WFIN.AS - Dividend Comparison
Neither UIFS.L nor WFIN.AS has paid dividends to shareholders.
Drawdowns
UIFS.L vs. WFIN.AS - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -35.31%, smaller than the maximum WFIN.AS drawdown of -42.00%. Use the drawdown chart below to compare losses from any high point for UIFS.L and WFIN.AS. For additional features, visit the drawdowns tool.
Volatility
UIFS.L vs. WFIN.AS - Volatility Comparison
iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) has a higher volatility of 4.53% compared to SPDR MSCI World Financials UCITS ETF (WFIN.AS) at 4.07%. This indicates that UIFS.L's price experiences larger fluctuations and is considered to be riskier than WFIN.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.