WFIN.AS vs. UIFS.L
Compare and contrast key facts about SPDR MSCI World Financials UCITS ETF (WFIN.AS) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L).
WFIN.AS and UIFS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WFIN.AS is a passively managed fund by State Street that tracks the performance of the MSCI World/Financials NR USD. It was launched on Apr 29, 2016. UIFS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 20, 2015. Both WFIN.AS and UIFS.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: WFIN.AS or UIFS.L.
Key characteristics
| WFIN.AS | UIFS.L | |
|---|---|---|
| YTD Return | 34.58% | 33.12% |
| 1Y Return | 45.51% | 43.30% |
| 3Y Return (Ann) | 12.12% | 11.11% |
| 5Y Return (Ann) | 12.36% | 13.06% |
| Sharpe Ratio | 3.46 | 3.05 |
| Sortino Ratio | 4.57 | 4.63 |
| Omega Ratio | 1.70 | 1.59 |
| Calmar Ratio | 4.86 | 5.20 |
| Martin Ratio | 24.99 | 23.33 |
| Ulcer Index | 1.78% | 1.83% |
| Daily Std Dev | 12.82% | 13.93% |
| Max Drawdown | -42.00% | -35.31% |
| Current Drawdown | -0.70% | 0.00% |
Correlation
The correlation between WFIN.AS and UIFS.L is 0.88, 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
WFIN.AS vs. UIFS.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with WFIN.AS having a 34.58% return and UIFS.L slightly lower at 33.12%. 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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WFIN.AS vs. UIFS.L - Expense Ratio Comparison
WFIN.AS has a 0.30% expense ratio, which is higher than UIFS.L's 0.15% expense ratio.
Risk-Adjusted Performance
WFIN.AS vs. UIFS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Financials UCITS ETF (WFIN.AS) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.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
WFIN.AS vs. UIFS.L - Dividend Comparison
Neither WFIN.AS nor UIFS.L has paid dividends to shareholders.
Drawdowns
WFIN.AS vs. UIFS.L - Drawdown Comparison
The maximum WFIN.AS drawdown since its inception was -42.00%, which is greater than UIFS.L's maximum drawdown of -35.31%. Use the drawdown chart below to compare losses from any high point for WFIN.AS and UIFS.L. For additional features, visit the drawdowns tool.
Volatility
WFIN.AS vs. UIFS.L - Volatility Comparison
The current volatility for SPDR MSCI World Financials UCITS ETF (WFIN.AS) is 4.38%, while iShares S&P 500 Financials Sector UCITS ETF (Acc) (UIFS.L) has a volatility of 6.11%. This indicates that WFIN.AS experiences smaller price fluctuations and is considered to be less risky than UIFS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.