WLDS.L vs. XRSG.L
Compare and contrast key facts about iShares MSCI World Small Cap UCITS ETF (WLDS.L) and Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L).
WLDS.L and XRSG.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. XRSG.L is a passively managed fund by Xtrackers that tracks the performance of the Russell 2000 TR USD. It was launched on Mar 6, 2015. Both WLDS.L and XRSG.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.
Performance
WLDS.L vs. XRSG.L - Performance Comparison
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WLDS.L vs. XRSG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WLDS.L iShares MSCI World Small Cap UCITS ETF | 4.53% | 11.86% | 8.58% | 11.22% | -8.89% | 16.71% | 12.54% | 20.41% | -4.07% |
XRSG.L Xtrackers Russell 2000 UCITS ETF 1C | 2.66% | 4.65% | 11.80% | 12.16% | -11.47% | 15.43% | 15.81% | 20.64% | -2.67% |
Different Trading Currencies
WLDS.L is traded in GBP, while XRSG.L is traded in GBp. To make them comparable, the XRSG.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, WLDS.L achieves a 4.53% return, which is significantly higher than XRSG.L's 2.66% return.
WLDS.L
- 1D
- 2.59%
- 1M
- -3.95%
- YTD
- 4.53%
- 6M
- 7.99%
- 1Y
- 24.74%
- 3Y*
- 11.47%
- 5Y*
- 6.66%
- 10Y*
- —
XRSG.L
- 1D
- 2.42%
- 1M
- -3.15%
- YTD
- 2.66%
- 6M
- 5.66%
- 1Y
- 22.80%
- 3Y*
- 10.35%
- 5Y*
- 4.20%
- 10Y*
- 10.20%
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WLDS.L vs. XRSG.L - Expense Ratio Comparison
WLDS.L has a 0.35% expense ratio, which is higher than XRSG.L's 0.30% expense ratio.
Return for Risk
WLDS.L vs. XRSG.L — Risk / Return Rank
WLDS.L
XRSG.L
WLDS.L vs. XRSG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (WLDS.L) and Xtrackers Russell 2000 UCITS ETF 1C (XRSG.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.
| WLDS.L | XRSG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.13 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.60 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 2.62 | +0.56 |
Martin ratioReturn relative to average drawdown | 11.59 | 7.40 | +4.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WLDS.L | XRSG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.13 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.21 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.43 | +0.07 |
Correlation
The correlation between WLDS.L and XRSG.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.
Dividends
WLDS.L vs. XRSG.L - Dividend Comparison
Neither WLDS.L nor XRSG.L has paid dividends to shareholders.
Drawdowns
WLDS.L vs. XRSG.L - Drawdown Comparison
The maximum WLDS.L drawdown since its inception was -33.26%, smaller than the maximum XRSG.L drawdown of -35.31%. Use the drawdown chart below to compare losses from any high point for WLDS.L and XRSG.L.
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Drawdown Indicators
| WLDS.L | XRSG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.26% | -35.31% | +2.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -12.72% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -21.55% | -30.09% | +8.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.31% | — |
Current DrawdownCurrent decline from peak | -4.33% | -5.81% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -8.84% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 3.05% | -0.91% |
Volatility
WLDS.L vs. XRSG.L - Volatility Comparison
The current volatility for iShares MSCI World Small Cap UCITS ETF (WLDS.L) is 5.57%, while Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L) has a volatility of 6.01%. This indicates that WLDS.L experiences smaller price fluctuations and is considered to be less risky than XRSG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLDS.L | XRSG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.01% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 12.76% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.52% | 20.06% | -4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 20.15% | -4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 20.90% | -3.52% |