WEXU.L vs. WLDS.L
WEXU.L (Amundi MSCI World Ex USA UCITS ETF Acc) and WLDS.L (iShares MSCI World Small Cap UCITS ETF) are both exchange-traded funds - WEXU.L is a Foreign Large Cap Equities fund tracking the MSCI World ex USA Index, while WLDS.L is a Small Cap Blend Equities fund tracking the MSCI World Small Cap Inde. Both are passively managed. WEXU.L charges 0.15%/yr vs 0.35%/yr for WLDS.L.
Performance
WEXU.L vs. WLDS.L - Performance Comparison
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Returns By Period
WEXU.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WLDS.L
- 1D
- -1.29%
- 1M
- 1.46%
- YTD
- 13.19%
- 6M
- 13.02%
- 1Y
- 31.95%
- 3Y*
- 14.05%
- 5Y*
- 7.97%
- 10Y*
- —
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Return for Risk
WEXU.L vs. WLDS.L — Risk / Return Rank
WEXU.L
WLDS.L
WEXU.L vs. WLDS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Ex USA UCITS ETF Acc (WEXU.L) and iShares MSCI World Small Cap UCITS ETF (WLDS.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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| WEXU.L | WLDS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.50 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.23 | — |
Drawdowns
WEXU.L vs. WLDS.L - Drawdown Comparison
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Drawdown Indicators
| WEXU.L | WLDS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -43.18% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.53% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.53% | — |
Current DrawdownCurrent decline from peak | — | -1.29% | — |
Average DrawdownAverage peak-to-trough decline | — | -12.31% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.09% | — |
Volatility
WEXU.L vs. WLDS.L - Volatility Comparison
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Volatility by Period
| WEXU.L | WLDS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.49% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 12.72% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 20.28% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 22.47% | — |
WEXU.L vs. WLDS.L - Expense Ratio Comparison
WEXU.L has a 0.15% expense ratio, which is lower than WLDS.L's 0.35% expense ratio.
Dividends
WEXU.L vs. WLDS.L - Dividend Comparison
Neither WEXU.L nor WLDS.L has paid dividends to shareholders.
Frequently Asked Questions
On fees, WEXU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WEXU.L is cheaper with a 0.15% expense ratio, compared with 0.35% for WLDS.L.
WEXU.L is categorized as Foreign Large Cap Equities, while WLDS.L is Small Cap Blend Equities. WEXU.L tracks MSCI World ex USA Index, while WLDS.L tracks MSCI World Small Cap Inde. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.15% for WEXU.L and 0.35% for WLDS.L.
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