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WDMF.AX vs. HGEN.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WDMF.AX vs. HGEN.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in iShares World Equity Factor ETF (WDMF.AX) and Global X Hydrogen ETF (HGEN.AX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WDMF.AX achieves a 5.97% return, which is significantly lower than HGEN.AX's 43.83% return.


WDMF.AX

1D
0.13%
1M
1.90%
6M
5.26%
YTD
5.97%
1Y
15.21%
3Y*
18.79%
5Y*
12.38%
10Y*

HGEN.AX

1D
-3.10%
1M
-14.66%
6M
13.86%
YTD
43.83%
1Y
92.59%
3Y*
12.54%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDMF.AX vs. HGEN.AX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WDMF.AX
iShares World Equity Factor ETF
5.97%15.40%30.82%14.10%-8.56%8.95%
HGEN.AX
Global X Hydrogen ETF
43.83%43.64%-10.40%-20.10%-36.18%7.90%

Correlation

The correlation between WDMF.AX and HGEN.AX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.35

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2021

0.41

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iShares World Equity Factor ETF

Global X Hydrogen ETF

Return for Risk

WDMF.AX vs. HGEN.AX — Risk / Return Rank

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

WDMF.AX
WDMF.AX Risk / Return Rank: 5050
Overall Rank
WDMF.AX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
WDMF.AX Sortino Ratio Rank: 5858
Sortino Ratio Rank
WDMF.AX Omega Ratio Rank: 6262
Omega Ratio Rank
WDMF.AX Calmar Ratio Rank: 3838
Calmar Ratio Rank
WDMF.AX Martin Ratio Rank: 3838
Martin Ratio Rank

HGEN.AX
HGEN.AX Risk / Return Rank: 7171
Overall Rank
HGEN.AX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
HGEN.AX Sortino Ratio Rank: 6767
Sortino Ratio Rank
HGEN.AX Omega Ratio Rank: 6363
Omega Ratio Rank
HGEN.AX Calmar Ratio Rank: 8383
Calmar Ratio Rank
HGEN.AX Martin Ratio Rank: 6767
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.

WDMF.AX vs. HGEN.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity Factor ETF (WDMF.AX) and Global X Hydrogen ETF (HGEN.AX). 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.


WDMF.AXHGEN.AXDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratioReturn relative to maximum drawdown

1.59

3.61

-2.02

Martin ratioReturn relative to average drawdown

4.83

9.67

-4.83

WDMF.AX vs. HGEN.AX - Sharpe Ratio Comparison

The current WDMF.AX Sharpe Ratio is 1.58, which is comparable to the HGEN.AX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of WDMF.AX and HGEN.AX, 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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Drawdowns

WDMF.AX vs. HGEN.AX - Drawdown Comparison

The maximum WDMF.AX drawdown since its inception was -25.36%, smaller than the maximum HGEN.AX drawdown of -72.54%. Use the drawdown chart below to compare losses from any high point for WDMF.AX and HGEN.AX.


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Drawdown Indicators


WDMF.AXHGEN.AXDifference

Max Drawdown

Largest peak-to-trough decline

-25.36%

-72.54%

+47.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.72%

-25.14%

+15.42%

Max Drawdown (3Y)

Largest decline over 3 years

-13.37%

-49.84%

+36.47%

Max Drawdown (5Y)

Largest decline over 5 years

-17.44%

Current Drawdown

Current decline from peak

-0.04%

-25.22%

+25.18%

Average Drawdown

Average peak-to-trough decline

-3.96%

-47.63%

+43.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

9.50%

-6.26%

Volatility

WDMF.AX vs. HGEN.AX - Volatility Comparison

The current volatility for iShares World Equity Factor ETF (WDMF.AX) is 2.24%, while Global X Hydrogen ETF (HGEN.AX) has a volatility of 13.18%. This indicates that WDMF.AX experiences smaller price fluctuations and is considered to be less risky than HGEN.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WDMF.AXHGEN.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.24%

13.18%

-10.94%

Volatility (6M)

Calculated over the trailing 6-month period

7.76%

32.95%

-25.19%

Volatility (1Y)

Calculated over the trailing 1-year period

9.82%

46.74%

-36.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.36%

36.64%

-24.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.12%

36.64%

-23.52%

Dividends

WDMF.AX vs. HGEN.AX - Dividend Comparison

WDMF.AX's dividend yield for the trailing twelve months is around 3.02%, more than HGEN.AX's 0.78% yield.


PositionTTM202520242023202220212020201920182017
HGEN.AX
Global X Hydrogen ETF
0.78%0.34%0.60%0.17%0.09%0.00%0.00%0.00%0.00%0.00%
WDMF.AX
iShares World Equity Factor ETF
3.02%3.16%5.04%2.73%8.42%5.27%1.58%1.56%3.60%3.66%

Frequently Asked Questions


WDMF.AX and HGEN.AX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WDMF.AX tracks iShares World Equity Factor Index, while HGEN.AX tracks Global X Hydrogen Index. They also come from different issuers: iShares and Global X.

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