WMTS.SW vs. IMEA.SW

Last updated Jun 4, 2026

WMTS.SW (iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD) and IMEA.SW (iShares Core MSCI Europe UCITS ETF EUR (Acc)) are both exchange-traded funds - WMTS.SW is a Industrials Equities fund tracking the MSCI World Materials Advanced Select 20 35 Capped Index, while IMEA.SW is a Europe Equities fund tracking the MSCI Europe Index. Both are passively managed. Over the past 3 years, WMTS.SW returned 11.93%/yr vs 16.41%/yr for IMEA.SW. At a 0.11 correlation, their price movements are largely independent. WMTS.SW charges 0.18%/yr vs 0.12%/yr for IMEA.SW.

Performance

WMTS.SW vs. IMEA.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD (WMTS.SW) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMEA.SW). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

WMTS.SW is traded in USD, while IMEA.SW is traded in CHF. To make them comparable, the IMEA.SW values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, WMTS.SW achieves a 12.59% return, which is significantly higher than IMEA.SW's 5.39% return.

WMTS.SW

• 1D: -0.79%
• 1M: 5.24%
• YTD: 12.59%
• 6M: 18.44%
• 1Y: 28.56%
• 3Y*: 11.93%
• 5Y*: —
• 10Y*: —

IMEA.SW

• 1D: -0.95%
• 1M: 3.19%
• YTD: 5.39%
• 6M: 9.16%
• 1Y: 18.71%
• 3Y*: 16.41%
• 5Y*: 8.86%
• 10Y*: 9.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WMTS.SW vs. IMEA.SW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WMTS.SW iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD	12.59%	25.78%	5.81%	-2.59%	5.88%
IMEA.SW iShares Core MSCI Europe UCITS ETF EUR (Acc)	5.39%	36.38%	1.91%	19.57%	7.98%

Correlation

The correlation between WMTS.SW and IMEA.SW is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jul 1, 2022	0.11

Return for Risk

WMTS.SW vs. IMEA.SW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WMTS.SW

WMTS.SW Risk / Return Rank: 80
WMTS.SW Sharpe Ratio Rank: 85
WMTS.SW Sortino Ratio Rank: 71
WMTS.SW Omega Ratio Rank: 74
WMTS.SW Calmar Ratio Rank: 89
WMTS.SW Martin Ratio Rank: 81

IMEA.SW

IMEA.SW Risk / Return Rank: 33
IMEA.SW Sharpe Ratio Rank: 33
IMEA.SW Sortino Ratio Rank: 32
IMEA.SW Omega Ratio Rank: 32
IMEA.SW Calmar Ratio Rank: 31
IMEA.SW Martin Ratio Rank: 36

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.

WMTS.SW vs. IMEA.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD (WMTS.SW) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMEA.SW). 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.

	WMTS.SW	IMEA.SW	Difference
Sharpe ratio: Return per unit of total volatility	2.77	1.30	+1.47
Sortino ratio: Return per unit of downside risk	3.20	1.91	+1.29
Omega ratio: Gain probability vs. loss probability	1.43	1.24	+0.19
Calmar ratio: Return relative to maximum drawdown	5.44	1.61	+3.83
Martin ratio: Return relative to average drawdown	15.88	5.87	+10.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WMTS.SW vs. IMEA.SW - Sharpe Ratio Comparison

The current WMTS.SW Sharpe Ratio is 2.77, which is higher than the IMEA.SW Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of WMTS.SW and IMEA.SW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WMTS.SW	IMEA.SW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.77	1.30	+1.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.49	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.56	0.42	+1.14

Drawdowns

WMTS.SW vs. IMEA.SW - Drawdown Comparison

The maximum WMTS.SW drawdown since its inception was -17.25%, smaller than the maximum IMEA.SW drawdown of -37.01%. Use the drawdown chart below to compare losses from any high point for WMTS.SW and IMEA.SW.

Drawdown Indicators

	WMTS.SW	IMEA.SW	Difference
Max Drawdown Largest peak-to-trough decline	-17.25%	-37.01%	+19.76%
Max Drawdown (1Y) Largest decline over 1 year	-15.60%	-11.79%	-3.81%
Max Drawdown (3Y) Largest decline over 3 years	-17.25%	-15.34%	-1.91%
Max Drawdown (5Y) Largest decline over 5 years	—	-30.88%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.01%	—
Current Drawdown Current decline from peak	-4.79%	-2.12%	-2.67%
Average Drawdown Average peak-to-trough decline	-4.30%	-7.84%	+3.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.22%	—

Volatility

WMTS.SW vs. IMEA.SW - Volatility Comparison

iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD (WMTS.SW) has a higher volatility of 8.27% compared to iShares Core MSCI Europe UCITS ETF EUR (Acc) (IMEA.SW) at 4.98%. This indicates that WMTS.SW's price experiences larger fluctuations and is considered to be riskier than IMEA.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WMTS.SW	IMEA.SW	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.27%	4.98%	+3.29%
Volatility (6M) Calculated over the trailing 6-month period	—	12.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	30.66%	14.69%	+15.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.79%	18.20%	+24.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.79%	18.39%	+24.40%

WMTS.SW vs. IMEA.SW - Expense Ratio Comparison

WMTS.SW has a 0.18% expense ratio, which is higher than IMEA.SW's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

WMTS.SW vs. IMEA.SW - Dividend Comparison

WMTS.SW's dividend yield for the trailing twelve months is around 1.36%, while IMEA.SW has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
IMEA.SW iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%
WMTS.SW iShares MSCI World Materials Sector ESG UCITS ETF USD Inc USD	1.36%	1.53%	2.40%	2.58%	0.98%

Frequently Asked Questions

Can I hold both WMTS.SW and IMEA.SW in my portfolio?

WMTS.SW and IMEA.SW have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WMTS.SW or IMEA.SW?

On fees, IMEA.SW is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WMTS.SW or IMEA.SW?

IMEA.SW is cheaper with a 0.12% expense ratio, compared with 0.18% for WMTS.SW.

What is the main difference between WMTS.SW and IMEA.SW?

WMTS.SW is categorized as Industrials Equities, while IMEA.SW is Europe Equities. WMTS.SW tracks MSCI World Materials Advanced Select 20 35 Capped Index, while IMEA.SW tracks MSCI Europe Index. Their fees differ too: 0.18% for WMTS.SW and 0.12% for IMEA.SW.