WCBR vs. XDAT
Compare and contrast key facts about WisdomTree Cybersecurity Fund (WCBR) and Franklin Exponential Data ETF (XDAT).
WCBR and XDAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021. XDAT is an actively managed fund by Franklin Templeton. It was launched on Jan 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCBR or XDAT.
Key characteristics
| WCBR | XDAT | |
|---|---|---|
| YTD Return | -2.48% | -2.39% |
| 1Y Return | 48.32% | 32.16% |
| 3Y Return (Ann) | 3.06% | -5.15% |
| Sharpe Ratio | 1.85 | 1.51 |
| Daily Std Dev | 25.34% | 20.66% |
| Max Drawdown | -52.25% | -54.87% |
| Current Drawdown | -18.24% | -31.22% |
Correlation
The correlation between WCBR and XDAT is 0.91, 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
WCBR vs. XDAT - Performance Comparison
The year-to-date returns for both investments are quite close, with WCBR having a -2.48% return and XDAT slightly higher at -2.39%. 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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WCBR vs. XDAT - Expense Ratio Comparison
WCBR has a 0.45% expense ratio, which is lower than XDAT's 0.50% expense ratio.
Risk-Adjusted Performance
WCBR vs. XDAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) and Franklin Exponential Data ETF (XDAT). 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
WCBR vs. XDAT - Dividend Comparison
Neither WCBR nor XDAT has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.03% | 0.43% |
XDAT Franklin Exponential Data ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WCBR vs. XDAT - Drawdown Comparison
The maximum WCBR drawdown since its inception was -52.25%, roughly equal to the maximum XDAT drawdown of -54.87%. Use the drawdown chart below to compare losses from any high point for WCBR and XDAT. For additional features, visit the drawdowns tool.
Volatility
WCBR vs. XDAT - Volatility Comparison
WisdomTree Cybersecurity Fund (WCBR) has a higher volatility of 6.64% compared to Franklin Exponential Data ETF (XDAT) at 6.12%. This indicates that WCBR's price experiences larger fluctuations and is considered to be riskier than XDAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.