PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
WITS.AS vs. WINC.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WITS.AS vs. WINC.AS

Last updated Jun 5, 2026

WITS.AS (iShares MSCI World Information Technology Sector ESG UCITS ETF) and WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) are both exchange-traded funds - WITS.AS is a Technology Equities fund tracking the MSCI World/Information Tech NR USD, while WINC.AS is a Global Equity Income fund actively managed by iShares. WITS.AS is passively managed, while WINC.AS is actively managed. Over the past year, WITS.AS returned 47.95% vs 24.54% for WINC.AS. A 0.64 correlation means they provide meaningful diversification when combined. WITS.AS charges 0.25%/yr vs 0.35%/yr for WINC.AS.

Performance

WITS.AS vs. WINC.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, WITS.AS achieves a 23.70% return, which is significantly higher than WINC.AS's 8.88% return.

WITS.AS

1D
-1.52%
1M
14.43%
YTD
23.70%
6M
23.08%
1Y
47.95%
3Y*
31.66%
5Y*
20.38%
10Y*
—

WINC.AS

1D
0.63%
1M
3.18%
YTD
8.88%
6M
10.52%
1Y
24.54%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

WITS.AS vs. WINC.AS - Yearly Performance Comparison

2026 (YTD)20252024
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF		23.70%22.39%10.93%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		8.88%21.56%8.92%

Correlation

The correlation between WITS.AS and WINC.AS is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.73

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2024

0.64

The correlation between WITS.AS and WINC.AS has been stable across timeframes, ranging from 0.64 to 0.73 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI World Information Technology Sector ESG UCITS ETF

iShares World Equity High Income UCITS ETF USD Inc

Often compared with WITS.AS:
WITS.AS vs. XDWT.LWITS.AS vs. IUIT.LWITS.AS vs. JEPQWITS.AS vs. AYEW.DEWITS.AS vs. FIKHXWITS.AS vs. MSFTWITS.AS vs. BRK-A
Often compared with WINC.AS:
WINC.AS vs. JEPQWINC.AS vs. JEPG.LWINC.AS vs. JEQP.LWINC.AS vs. VWRL.ASWINC.AS vs. SWDA.LWINC.AS vs. TDGB.LWINC.AS vs. QQQI

Return for Risk

WITS.AS vs. WINC.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WITS.AS
WITS.AS Risk / Return Rank: 6666
Overall Rank
WITS.AS Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
WITS.AS Sortino Ratio Rank: 7272
Sortino Ratio Rank
WITS.AS Omega Ratio Rank: 6767
Omega Ratio Rank
WITS.AS Calmar Ratio Rank: 6060
Calmar Ratio Rank
WITS.AS Martin Ratio Rank: 5454
Martin Ratio Rank
WINC.AS
WINC.AS Risk / Return Rank: 7575
Overall Rank
WINC.AS Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7979
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7171
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7373
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 7979
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.

WITS.AS vs. WINC.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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.

WITS.ASWINC.ASDifference
Sharpe ratioReturn per unit of total volatility
2.39
2.32

+0.07

Sortino ratioReturn per unit of downside risk
3.20
3.49

-0.29

Omega ratioGain probability vs. loss probability

1.40

1.42

-0.02

Calmar ratioReturn relative to maximum drawdown

2.94

3.61

-0.67

Martin ratioReturn relative to average drawdown

9.14

15.27

-6.14

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WITS.AS vs. WINC.AS - Sharpe Ratio Comparison

The current WITS.AS Sharpe Ratio is 2.39, which is comparable to the WINC.AS Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of WITS.AS and WINC.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

WITS.ASWINC.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.39

2.32

+0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

1.61

-0.60

Drawdowns

WITS.AS vs. WINC.AS - Drawdown Comparison

The maximum WITS.AS drawdown since its inception was -39.08%, which is greater than WINC.AS's maximum drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for WITS.AS and WINC.AS.

Loading charts...

Drawdown Indicators

WITS.ASWINC.ASDifference

Max Drawdown

Largest peak-to-trough decline

-39.08%

-14.81%

-24.27%

Max Drawdown (1Y)

Largest decline over 1 year

-16.07%

-6.77%

-9.30%

Max Drawdown (3Y)

Largest decline over 3 years

-25.21%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-39.08%

—

—

Current Drawdown

Current decline from peak

-2.12%

-0.35%

-1.77%

Average Drawdown

Average peak-to-trough decline

-8.50%

-1.53%

-6.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.20%

1.60%

+3.60%

Volatility

WITS.AS vs. WINC.AS - Volatility Comparison

iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) has a higher volatility of 7.12% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 3.03%. This indicates that WITS.AS's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

WITS.ASWINC.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.12%

3.03%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

15.52%

8.26%

+7.26%

Volatility (1Y)

Calculated over the trailing 1-year period

19.78%

10.59%

+9.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.75%

13.84%

+9.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.61%

13.84%

+10.77%

WITS.AS vs. WINC.AS - Expense Ratio Comparison

WITS.AS has a 0.25% expense ratio, which is lower than WINC.AS's 0.35% expense ratio.

Dividends

WITS.AS vs. WINC.AS - Dividend Comparison

WITS.AS's dividend yield for the trailing twelve months is around 0.25%, less than WINC.AS's 9.64% yield.

PositionTTM2025202420232022202120202019
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.64%9.38%4.88%0.00%0.00%0.00%0.00%0.00%
WITS.AS
iShares MSCI World Information Technology Sector ESG UCITS ETF		0.25%0.31%0.38%0.46%0.81%0.41%0.73%0.12%

Frequently Asked Questions

WITS.AS and WINC.AS have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WITS.AS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WITS.AS is cheaper with a 0.25% expense ratio, compared with 0.35% for WINC.AS.

WITS.AS is categorized as Technology Equities, while WINC.AS is Global Equity Income. Their fees differ too: 0.25% for WITS.AS and 0.35% for WINC.AS.

Portfolio Optimizer

Find the right allocation for WITS.AS and WINC.AS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer