WCBR vs. XLK
Compare and contrast key facts about WisdomTree Cybersecurity Fund (WCBR) and Technology Select Sector SPDR Fund (XLK).
WCBR and XLK 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. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998. Both WCBR and XLK 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: WCBR or XLK.
Key characteristics
| WCBR | XLK | |
|---|---|---|
| YTD Return | -2.48% | 2.14% |
| 1Y Return | 48.32% | 31.11% |
| 3Y Return (Ann) | 3.06% | 12.99% |
| Sharpe Ratio | 1.85 | 1.75 |
| Daily Std Dev | 25.34% | 17.83% |
| Max Drawdown | -52.25% | -82.05% |
| Current Drawdown | -18.24% | -6.84% |
Correlation
The correlation between WCBR and XLK is 0.71, 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. XLK - Performance Comparison
In the year-to-date period, WCBR achieves a -2.48% return, which is significantly lower than XLK's 2.14% 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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WCBR vs. XLK - Expense Ratio Comparison
WCBR has a 0.45% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
WCBR vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) and Technology Select Sector SPDR Fund (XLK). 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. XLK - Dividend Comparison
WCBR has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.03% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.76% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% | 1.70% |
Drawdowns
WCBR vs. XLK - Drawdown Comparison
The maximum WCBR drawdown since its inception was -52.25%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for WCBR and XLK. For additional features, visit the drawdowns tool.
Volatility
WCBR vs. XLK - Volatility Comparison
WisdomTree Cybersecurity Fund (WCBR) has a higher volatility of 6.64% compared to Technology Select Sector SPDR Fund (XLK) at 5.84%. This indicates that WCBR's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.