WENS.L vs. IMSU.L
WENS.L (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and IMSU.L (iShares S&P 500 Materials Sector UCITS ETF USD (Acc)) are both exchange-traded funds - WENS.L is a Energy Equities fund tracking the MSCI World/Energy NR USD, while IMSU.L is a Materials fund tracking the MSCI World/Materials NR USD. Both are passively managed. Over the past 3 years, WENS.L returned 15.52%/yr vs 7.91%/yr for IMSU.L. At a 0.34 correlation, their price movements are largely independent. WENS.L charges 0.25%/yr vs 0.15%/yr for IMSU.L.
Performance
WENS.L vs. IMSU.L - Performance Comparison
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Different Trading Currencies
WENS.L is traded in GBP, while IMSU.L is traded in GBp. To make them comparable, the IMSU.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, WENS.L achieves a 31.68% return, which is significantly higher than IMSU.L's 13.42% return.
WENS.L
- 1D
- 0.00%
- 1M
- 2.79%
- YTD
- 31.68%
- 6M
- 31.58%
- 1Y
- 43.09%
- 3Y*
- 15.52%
- 5Y*
- —
- 10Y*
- —
IMSU.L
- 1D
- 3.01%
- 1M
- 0.18%
- YTD
- 13.42%
- 6M
- 14.88%
- 1Y
- 20.12%
- 3Y*
- 7.91%
- 5Y*
- 6.55%
- 10Y*
- —
WENS.L vs. IMSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WENS.L iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 31.68% | 6.73% | 3.85% | -2.00% | 17.73% |
IMSU.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 13.42% | 3.37% | 0.69% | 6.26% | 7.12% |
Correlation
The correlation between WENS.L and IMSU.L is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2022 | 0.34 |
Over the past year, the correlation between WENS.L and IMSU.L has dropped to 0.06 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
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Return for Risk
WENS.L vs. IMSU.L — Risk / Return Rank
WENS.L
IMSU.L
WENS.L vs. IMSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (WENS.L) and iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L). 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.
| WENS.L | IMSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.23 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.86 | +1.10 |
| Martin ratioReturn relative to average drawdown | 9.41 | 6.07 | +3.34 |
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Drawdowns
WENS.L vs. IMSU.L - Drawdown Comparison
The maximum WENS.L drawdown since its inception was -21.15%, smaller than the maximum IMSU.L drawdown of -33.22%. Use the drawdown chart below to compare losses from any high point for WENS.L and IMSU.L.
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Drawdown Indicators
| WENS.L | IMSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.15% | -33.22% | +12.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -10.76% | -3.87% |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | -25.16% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.16% | — |
Current DrawdownCurrent decline from peak | -7.41% | -2.70% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -8.42% | -11.19% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.59% | 3.31% | +1.28% |
Volatility
WENS.L vs. IMSU.L - Volatility Comparison
iShares MSCI World Energy Sector UCITS ETF USD (Dist) (WENS.L) has a higher volatility of 6.58% compared to iShares S&P 500 Materials Sector UCITS ETF USD (Acc) (IMSU.L) at 5.66%. This indicates that WENS.L's price experiences larger fluctuations and is considered to be riskier than IMSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WENS.L | IMSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.66% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 18.29% | 12.26% | +6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.38% | 15.12% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.46% | 21.54% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 24.98% | -3.52% |
WENS.L vs. IMSU.L - Expense Ratio Comparison
WENS.L has a 0.25% expense ratio, which is higher than IMSU.L's 0.15% 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
WENS.L vs. IMSU.L - Dividend Comparison
WENS.L's dividend yield for the trailing twelve months is around 1.28%, while IMSU.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IMSU.L iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WENS.L iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 1.28% | 3.25% | 3.52% | 3.61% | 1.77% |
Frequently Asked Questions
WENS.L and IMSU.L have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMSU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMSU.L is cheaper with a 0.15% expense ratio, compared with 0.25% for WENS.L.
WENS.L is categorized as Energy Equities, while IMSU.L is Materials. WENS.L tracks MSCI World/Energy NR USD, while IMSU.L tracks MSCI World/Materials NR USD. Their fees differ too: 0.25% for WENS.L and 0.15% for IMSU.L.
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