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WINC.L vs. DEMD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WINC.L vs. DEMD.L

Last updated Jul 16, 2026
Documentation

WINC.L (iShares World Equity High Income Active UCITS ETF USD Inc) and DEMD.L (WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist)) are both exchange-traded funds - WINC.L is a Dividend fund actively managed by iShares, while DEMD.L is a Emerging Markets Equities fund tracking the WisdomTree Emerging Markets High Dividend UCITS Index. WINC.L is actively managed, while DEMD.L is passively managed. Over the past year, WINC.L returned 22.30% vs 20.79% for DEMD.L. At a 0.46 correlation, their price movements are largely independent.

Performance

WINC.L vs. DEMD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) and WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist) (DEMD.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WINC.L is traded in GBP, while DEMD.L is traded in USD. To make them comparable, the DEMD.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, WINC.L achieves a 10.93% return, which is significantly lower than DEMD.L's 16.34% return.

WINC.L

1D
0.55%
1M
0.55%
6M
9.36%
YTD
10.93%
1Y
22.30%
3Y*
—
5Y*
—
10Y*
—

DEMD.L

1D
0.00%
1M
-4.50%
6M
13.81%
YTD
16.34%
1Y
20.79%
3Y*
15.48%
5Y*
10.55%
10Y*
8.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WINC.L vs. DEMD.L - Yearly Performance Comparison

2026 (YTD)20252024
WINC.L
iShares World Equity High Income Active UCITS ETF USD Inc		10.93%11.87%9.73%
DEMD.L
WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist)		16.34%12.30%3.93%

Correlation

The correlation between WINC.L and DEMD.L is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.46

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2024

0.46

Compare stocks, funds, or ETFs

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iShares World Equity High Income Active UCITS ETF USD Inc

WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist)

Return for Risk

WINC.L vs. DEMD.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WINC.L
WINC.L Risk / Return Rank: 8888
Overall Rank
WINC.L Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
WINC.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
WINC.L Omega Ratio Rank: 8787
Omega Ratio Rank
WINC.L Calmar Ratio Rank: 9090
Calmar Ratio Rank
WINC.L Martin Ratio Rank: 9090
Martin Ratio Rank
DEMD.L
DEMD.L Risk / Return Rank: 5757
Overall Rank
DEMD.L Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
DEMD.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
DEMD.L Omega Ratio Rank: 5151
Omega Ratio Rank
DEMD.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
DEMD.L Martin Ratio Rank: 5858
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.

WINC.L vs. DEMD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) and WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist) (DEMD.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.

WINC.LDEMD.LDifference
Sharpe ratioReturn per unit of total volatility
2.30
1.55

+0.74

Sortino ratioReturn per unit of downside risk
3.20
2.25

+0.95

Omega ratioGain probability vs. loss probability

1.42

1.27

+0.15

Calmar ratioReturn relative to maximum drawdown

4.31

2.98

+1.33

Martin ratioReturn relative to average drawdown

16.01

9.65

+6.36

WINC.L vs. DEMD.L - Sharpe Ratio Comparison

The current WINC.L Sharpe Ratio is 2.30, which is higher than the DEMD.L Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of WINC.L and DEMD.L, 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

WINC.L vs. DEMD.L - Drawdown Comparison

The maximum WINC.L drawdown since its inception was -16.51%, smaller than the maximum DEMD.L drawdown of -36.00%. Use the drawdown chart below to compare losses from any high point for WINC.L and DEMD.L.

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Drawdown Indicators

WINC.LDEMD.LDifference

Max Drawdown

Largest peak-to-trough decline

-16.51%

-36.00%

+19.49%

Max Drawdown (1Y)

Largest decline over 1 year

-5.36%

-6.99%

+1.63%

Max Drawdown (3Y)

Largest decline over 3 years

—

-12.66%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-14.49%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-29.55%

—

Current Drawdown

Current decline from peak

-0.58%

-5.31%

+4.73%

Average Drawdown

Average peak-to-trough decline

-2.06%

-6.75%

+4.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

2.17%

-0.72%

Volatility

WINC.L vs. DEMD.L - Volatility Comparison

The current volatility for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) is 3.06%, while WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist) (DEMD.L) has a volatility of 4.16%. This indicates that WINC.L experiences smaller price fluctuations and is considered to be less risky than DEMD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WINC.LDEMD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.06%

4.16%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

7.17%

11.16%

-3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

10.11%

13.43%

-3.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.57%

13.72%

-2.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.57%

16.33%

-4.76%

Dividends

WINC.L vs. DEMD.L - Dividend Comparison

WINC.L's dividend yield for the trailing twelve months is around 12.81%, more than DEMD.L's 3.70% yield.

PositionTTM20252024202320222021202020192018201720162015
DEMD.L
WisdomTree Emerging Markets High Dividend UCITS ETF USD (Dist)		3.70%4.42%7.88%6.68%7.48%4.20%4.51%4.13%4.39%1.98%1.68%4.75%
WINC.L
iShares World Equity High Income Active UCITS ETF USD Inc		12.81%9.75%4.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WINC.L and DEMD.L have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WINC.L is categorized as Dividend, while DEMD.L is Emerging Markets Equities. They also come from different issuers: iShares and WisdomTree.

Portfolio Optimizer

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