WLDS.L vs. WOSC.L
Compare and contrast key facts about iShares MSCI World Small Cap UCITS ETF (WLDS.L) and SPDR MSCI World Small Cap UCITS ETF (WOSC.L).
WLDS.L and WOSC.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WLDS.L is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap Inde. It was launched on Mar 27, 2018. WOSC.L is a passively managed fund by State Street that tracks the performance of the MSCI ACWI SMID NR USD. It was launched on Nov 25, 2013. Both WLDS.L and WOSC.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: WLDS.L or WOSC.L.
Key characteristics
| WLDS.L | WOSC.L | |
|---|---|---|
| YTD Return | 3.81% | 4.56% |
| 1Y Return | 15.07% | 14.97% |
| 3Y Return (Ann) | 4.27% | 4.04% |
| 5Y Return (Ann) | 7.88% | 7.80% |
| Sharpe Ratio | 0.49 | 1.14 |
| Daily Std Dev | 31.84% | 13.57% |
| Max Drawdown | -33.26% | -36.13% |
| Current Drawdown | -7.39% | -0.46% |
Correlation
The correlation between WLDS.L and WOSC.L is 0.94, 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
WLDS.L vs. WOSC.L - Performance Comparison
In the year-to-date period, WLDS.L achieves a 3.81% return, which is significantly lower than WOSC.L's 4.56% return. 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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WLDS.L vs. WOSC.L - Expense Ratio Comparison
WLDS.L has a 0.35% expense ratio, which is lower than WOSC.L's 0.45% expense ratio.
Risk-Adjusted Performance
WLDS.L vs. WOSC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (WLDS.L) and SPDR MSCI World Small Cap UCITS ETF (WOSC.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
WLDS.L vs. WOSC.L - Dividend Comparison
Neither WLDS.L nor WOSC.L has paid dividends to shareholders.
Drawdowns
WLDS.L vs. WOSC.L - Drawdown Comparison
The maximum WLDS.L drawdown since its inception was -33.26%, smaller than the maximum WOSC.L drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for WLDS.L and WOSC.L. For additional features, visit the drawdowns tool.
Volatility
WLDS.L vs. WOSC.L - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (WLDS.L) and SPDR MSCI World Small Cap UCITS ETF (WOSC.L) have volatilities of 4.68% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.