WLDR vs. RPHS
WLDR (Affinity World Leaders Equity ETF) and RPHS (Regents Park Hedged Market Strategy ETF) are both exchange-traded funds - WLDR is a Global Equities fund tracking the Thomson Reuters StarMine Affinity World Leaders Index, while RPHS is a Diversified Portfolio fund actively managed by Regents Park. WLDR is passively managed, while RPHS is actively managed. Over the past 3 years, WLDR returned 30.33%/yr vs 13.17%/yr for RPHS. Their 0.59 correlation means they have sometimes moved together and sometimes differently. WLDR charges 0.67%/yr vs 0.75%/yr for RPHS.
Performance
WLDR vs. RPHS - Performance Comparison
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Returns By Period
In the year-to-date period, WLDR achieves a 29.98% return, which is significantly higher than RPHS's 5.19% return.
WLDR
- 1D
- 1.15%
- 1M
- 3.17%
- 6M
- 21.17%
- YTD
- 29.98%
- 1Y
- 49.01%
- 3Y*
- 30.33%
- 5Y*
- 18.04%
- 10Y*
- —
- ALL TIME*
- 12.57%
RPHS
- 1D
- 0.00%
- 1M
- -0.05%
- 6M
- 4.07%
- YTD
- 5.19%
- 1Y
- 13.74%
- 3Y*
- 13.17%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.08M | $815.02K | $665.85K |
WLDR vs. RPHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WLDR Affinity World Leaders Equity ETF | 29.98% | 31.24% | 22.74% | 18.93% | -8.68% |
RPHS Regents Park Hedged Market Strategy ETF | 5.19% | 11.74% | 17.84% | 11.36% | -15.25% |
Correlation
The correlation between WLDR and RPHS is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2022 | 0.59 |
The correlation between WLDR and RPHS has been stable across timeframes, ranging from 0.59 to 0.66 - a consistent structural relationship.
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Return for Risk
WLDR vs. RPHS — Risk / Return Rank
WLDR
RPHS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WLDR vs. RPHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affinity World Leaders Equity ETF (WLDR) and Regents Park Hedged Market Strategy ETF (RPHS). 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.
| WLDR | RPHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.23 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 5.56 | 1.68 | +3.87 |
| Martin ratioReturn relative to average drawdown | 19.28 | 6.35 | +12.93 |
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Drawdowns
WLDR vs. RPHS - Drawdown Comparison
The maximum WLDR drawdown since its inception was -44.69%, which is greater than RPHS's maximum drawdown of -16.51%. Use the drawdown chart below to compare losses from any high point for WLDR and RPHS.
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Drawdown Indicators
| WLDR | RPHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.69% | -16.51% | -28.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -7.81% | -1.05% |
Max Drawdown (3Y)Largest decline over 3 years | -20.30% | -10.84% | -9.46% |
Max Drawdown (5Y)Largest decline over 5 years | -23.77% | — | — |
Current DrawdownCurrent decline from peak | -2.20% | -1.94% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -6.21% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.07% | +0.48% |
Volatility
WLDR vs. RPHS - Volatility Comparison
Affinity World Leaders Equity ETF (WLDR) has a higher volatility of 6.61% compared to Regents Park Hedged Market Strategy ETF (RPHS) at 2.90%. This indicates that WLDR's price experiences larger fluctuations and is considered to be riskier than RPHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLDR | RPHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.61% | 2.90% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.90% | 7.69% | +7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 10.57% | +7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.57% | 11.39% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 11.39% | +9.65% |
WLDR vs. RPHS - Expense Ratio Comparison
WLDR has a 0.67% expense ratio, which is lower than RPHS's 0.75% expense ratio.
Dividends
WLDR vs. RPHS - Dividend Comparison
WLDR's dividend yield for the trailing twelve months is around 7.16%, while RPHS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
RPHS Regents Park Hedged Market Strategy ETF | 34.69% | 11.13% | 3.68% | 5.23% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
WLDR Affinity World Leaders Equity ETF | 7.16% | 9.01% | 13.99% | 2.28% | 2.10% | 7.55% | 1.80% | 2.48% | 2.82% |
Frequently Asked Questions
WLDR and RPHS have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLDR has higher volatility (6.61%) compared to RPHS (2.90%). In terms of maximum drawdown, WLDR dropped -44.69% vs RPHS's -16.51%.
On 3-year performance, WLDR leads with 30.33% vs 13.17% for RPHS. On fees, WLDR is cheaper at 0.67% per year. On volatility, RPHS has been the lower-risk option at 2.90%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WLDR has performed better with a 30.33% return vs 13.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WLDR is cheaper with a 0.67% expense ratio, compared with 0.75% for RPHS.
RPHS has the higher dividend yield at 34.69%, compared with 7.16% for WLDR.
WLDR is categorized as Global Equities, while RPHS is Diversified Portfolio. Their fees differ too: 0.67% for WLDR and 0.75% for RPHS.
WLDR currently has the higher Sharpe Ratio (2.80 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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