Correlation
The correlation between WPEA.PA and EXSH.DE is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
WPEA.PA vs. EXSH.DE
Compare and contrast key facts about iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE).
WPEA.PA and EXSH.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WPEA.PA is a passively managed fund by iShares that tracks the performance of the MSCI World NET TR EUR Index. It was launched on Mar 26, 2024. EXSH.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe Select Dividend 30. It was launched on May 3, 2005. Both WPEA.PA and EXSH.DE 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: WPEA.PA or EXSH.DE.
Performance
WPEA.PA vs. EXSH.DE - Performance Comparison
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Key characteristics
WPEA.PA:
0.48
EXSH.DE:
1.56
WPEA.PA:
0.73
EXSH.DE:
1.93
WPEA.PA:
1.12
EXSH.DE:
1.30
WPEA.PA:
0.41
EXSH.DE:
1.63
WPEA.PA:
1.43
EXSH.DE:
8.11
WPEA.PA:
6.24%
EXSH.DE:
2.89%
WPEA.PA:
18.04%
EXSH.DE:
15.25%
WPEA.PA:
-21.59%
EXSH.DE:
-70.20%
WPEA.PA:
-8.70%
EXSH.DE:
-0.74%
Returns By Period
In the year-to-date period, WPEA.PA achieves a -4.66% return, which is significantly lower than EXSH.DE's 24.72% return.
WPEA.PA
-4.66%
6.52%
-5.24%
8.76%
N/A
N/A
N/A
EXSH.DE
24.72%
6.09%
25.04%
23.91%
11.12%
15.02%
6.81%
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WPEA.PA vs. EXSH.DE - Expense Ratio Comparison
WPEA.PA has a 0.25% expense ratio, which is lower than EXSH.DE's 0.32% expense ratio.
Risk-Adjusted Performance
WPEA.PA vs. EXSH.DE — Risk-Adjusted Performance Rank
WPEA.PA
EXSH.DE
WPEA.PA vs. EXSH.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE). 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.
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Dividends
WPEA.PA vs. EXSH.DE - Dividend Comparison
WPEA.PA has not paid dividends to shareholders, while EXSH.DE's dividend yield for the trailing twelve months is around 4.94%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPEA.PA iShares MSCI World Swap PEA 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% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.94% | 5.86% | 6.39% | 6.06% | 3.75% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% | 4.35% |
Drawdowns
WPEA.PA vs. EXSH.DE - Drawdown Comparison
The maximum WPEA.PA drawdown since its inception was -21.59%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for WPEA.PA and EXSH.DE.
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Volatility
WPEA.PA vs. EXSH.DE - Volatility Comparison
iShares MSCI World Swap PEA UCITS ETF (WPEA.PA) has a higher volatility of 4.97% compared to iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) at 2.47%. This indicates that WPEA.PA's price experiences larger fluctuations and is considered to be riskier than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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