WENS.L vs. URNU.L
Compare and contrast key facts about iShares MSCI World Energy Sector UCITS ETF USD (Dist) (WENS.L) and Global X Uranium UCITS ETF USD Acc (URNU.L).
WENS.L and URNU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WENS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Energy NR USD. It was launched on Oct 17, 2019. URNU.L is a passively managed fund by Global X that tracks the performance of the Solactive Global Uranium & Nuclear Components Total Return v2 Index. It was launched on Apr 22, 2022. Both WENS.L and URNU.L 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: WENS.L or URNU.L.
Key characteristics
| WENS.L | URNU.L | |
|---|---|---|
| YTD Return | 7.63% | 10.71% |
| 1Y Return | 2.78% | 17.44% |
| Sharpe Ratio | 0.22 | 0.43 |
| Sortino Ratio | 0.40 | 0.88 |
| Omega Ratio | 1.05 | 1.10 |
| Calmar Ratio | 0.18 | 0.48 |
| Martin Ratio | 0.44 | 1.22 |
| Ulcer Index | 8.27% | 12.80% |
| Daily Std Dev | 16.81% | 36.29% |
| Max Drawdown | -23.13% | -32.40% |
| Current Drawdown | -9.77% | -10.06% |
Correlation
The correlation between WENS.L and URNU.L is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WENS.L vs. URNU.L - Performance Comparison
In the year-to-date period, WENS.L achieves a 7.63% return, which is significantly lower than URNU.L's 10.71% 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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WENS.L vs. URNU.L - Expense Ratio Comparison
WENS.L has a 0.25% expense ratio, which is lower than URNU.L's 0.65% expense ratio.
Risk-Adjusted Performance
WENS.L vs. URNU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (WENS.L) and Global X Uranium UCITS ETF USD Acc (URNU.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.
Dividends
WENS.L vs. URNU.L - Dividend Comparison
WENS.L's dividend yield for the trailing twelve months is around 3.24%, while URNU.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | |
|---|---|---|---|
WENS.L iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 3.24% | 3.61% | 1.77% |
URNU.L Global X Uranium UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% |
Drawdowns
WENS.L vs. URNU.L - Drawdown Comparison
The maximum WENS.L drawdown since its inception was -23.13%, smaller than the maximum URNU.L drawdown of -32.40%. Use the drawdown chart below to compare losses from any high point for WENS.L and URNU.L. For additional features, visit the drawdowns tool.
Volatility
WENS.L vs. URNU.L - Volatility Comparison
The current volatility for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (WENS.L) is 4.33%, while Global X Uranium UCITS ETF USD Acc (URNU.L) has a volatility of 11.55%. This indicates that WENS.L experiences smaller price fluctuations and is considered to be less risky than URNU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.