WNRG.L vs. USDV.L
WNRG.L (State Street SPDR MSCI World Energy UCITS ETF) and USDV.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) are both exchange-traded funds - WNRG.L is a Global Equities fund tracking the State Street SPDR MSCI World Energy UCITS ETF, while USDV.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index. Both are passively managed. Over the past 10 years, WNRG.L returned 8.57%/yr vs 8.75%/yr for USDV.L. At a 0.49 correlation, their price movements are largely independent. WNRG.L charges 0.30%/yr vs 0.35%/yr for USDV.L.
Performance
WNRG.L vs. USDV.L - Performance Comparison
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Different Trading Currencies
WNRG.L is traded in USD, while USDV.L is traded in GBP. To make them comparable, the USDV.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, WNRG.L achieves a 25.26% return, which is significantly higher than USDV.L's 10.91% return. Both investments have delivered pretty close results over the past 10 years, with WNRG.L having a 8.57% annualized return and USDV.L not far ahead at 8.75%.
WNRG.L
- 1D
- 0.34%
- 1M
- 1.22%
- 6M
- 19.05%
- YTD
- 25.26%
- 1Y
- 33.56%
- 3Y*
- 16.08%
- 5Y*
- 20.08%
- 10Y*
- 8.57%
USDV.L
- 1D
- 0.47%
- 1M
- 1.45%
- 6M
- 6.68%
- YTD
- 10.91%
- 1Y
- 14.18%
- 3Y*
- 10.25%
- 5Y*
- 6.99%
- 10Y*
- 8.75%
WNRG.L vs. USDV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WNRG.L State Street SPDR MSCI World Energy UCITS ETF | 25.26% | 14.83% | 2.07% | 3.52% | 46.61% | 38.74% | -30.35% | 9.89% | -14.99% | 4.80% |
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 10.91% | 8.78% | 7.52% | 1.58% | -0.37% | 25.59% | 0.26% | 23.70% | -4.23% | 15.39% |
Correlation
The correlation between WNRG.L and USDV.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2011 | 0.49 |
Over the past year, the correlation between WNRG.L and USDV.L has dropped to 0.17 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.
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Return for Risk
WNRG.L vs. USDV.L — Risk / Return Rank
WNRG.L
USDV.L
WNRG.L vs. USDV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR MSCI World Energy UCITS ETF (WNRG.L) and SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.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.
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.
| WNRG.L | USDV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.03 | +0.12 |
| Martin ratioReturn relative to average drawdown | 6.18 | 5.00 | +1.18 |
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Drawdowns
WNRG.L vs. USDV.L - Drawdown Comparison
The maximum WNRG.L drawdown since its inception was -68.72%, which is greater than USDV.L's maximum drawdown of -38.11%. Use the drawdown chart below to compare losses from any high point for WNRG.L and USDV.L.
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Drawdown Indicators
| WNRG.L | USDV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.72% | -38.11% | -30.61% |
Max Drawdown (1Y)Largest decline over 1 year | -15.98% | -6.96% | -9.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.94% | -15.12% | -3.82% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -15.12% | -11.43% |
Max Drawdown (10Y)Largest decline over 10 years | -63.92% | -35.73% | -28.19% |
Current DrawdownCurrent decline from peak | -9.97% | -1.32% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -17.54% | -6.59% | -10.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 2.83% | +2.72% |
Volatility
WNRG.L vs. USDV.L - Volatility Comparison
State Street SPDR MSCI World Energy UCITS ETF (WNRG.L) has a higher volatility of 6.79% compared to SPDR S&P US Dividend Aristocrats UCITS ETF Dis (USDV.L) at 2.85%. This indicates that WNRG.L's price experiences larger fluctuations and is considered to be riskier than USDV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WNRG.L | USDV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 2.85% | +3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.77% | 6.78% | +10.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.58% | 9.40% | +11.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.34% | 13.80% | +10.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.35% | 15.71% | +17.64% |
WNRG.L vs. USDV.L - Expense Ratio Comparison
WNRG.L has a 0.30% expense ratio, which is lower than USDV.L's 0.35% expense ratio.
Dividends
WNRG.L vs. USDV.L - Dividend Comparison
WNRG.L has not paid dividends to shareholders, while USDV.L's dividend yield for the trailing twelve months is around 2.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDV.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.04% | 2.20% | 1.99% | 2.28% | 2.11% | 2.13% | 2.57% | 2.07% | 2.19% | 1.85% | 1.65% | 2.00% |
WNRG.L State Street SPDR MSCI World Energy UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WNRG.L and USDV.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WNRG.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WNRG.L is cheaper with a 0.30% expense ratio, compared with 0.35% for USDV.L.
WNRG.L is categorized as Global Equities, while USDV.L is Large Cap Blend Equities. WNRG.L tracks State Street SPDR MSCI World Energy UCITS ETF, while USDV.L tracks S&P High Yield Dividend Aristocrats Index. Their fees differ too: 0.30% for WNRG.L and 0.35% for USDV.L.
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