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WSCR.L vs. INFR.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WSCR.L vs. INFR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis (WSCR.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WSCR.L achieves a 6.37% return, which is significantly lower than INFR.L's 10.90% return.


WSCR.L

1D
-0.29%
1M
2.46%
YTD
6.37%
6M
7.15%
1Y
20.91%
3Y*
10.09%
5Y*
10Y*

INFR.L

1D
1.36%
1M
-0.94%
YTD
10.90%
6M
10.08%
1Y
17.53%
3Y*
10.01%
5Y*
7.88%
10Y*
8.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WSCR.L vs. INFR.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WSCR.L
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis
6.37%8.66%5.56%10.48%-8.17%1.32%
INFR.L
iShares Global Infrastructure UCITS ETF USD (Dist)
10.90%5.90%11.49%-4.96%5.77%9.12%

Correlation

The correlation between WSCR.L and INFR.L is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2021

0.45

Over the past year, the correlation between WSCR.L and INFR.L has dropped to 0.13 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

WSCR.L vs. INFR.L - Sectors Allocation Comparison


Sectors
WSCR.L
INFR.L

Industrials

21.1%
20.8%

Financial Services

14.1%
0.0%

Technology

12.9%
0.7%

Consumer Cyclical

11.2%

-

Healthcare

10.0%

-

Real Estate

8.8%
5.0%

Basic Materials

8.4%

-

Consumer Defensive

4.5%

-

Energy

4.0%
16.4%

Communication Services

3.2%
1.0%

Utilities

1.9%
56.0%

Industrials

WSCR.L
21.1%
INFR.L
20.8%

Financial Services

WSCR.L
14.1%
INFR.L
0.0%

Technology

WSCR.L
12.9%
INFR.L
0.7%

Consumer Cyclical

WSCR.L
11.2%
INFR.L

-

Healthcare

WSCR.L
10.0%
INFR.L

-

Real Estate

WSCR.L
8.8%
INFR.L
5.0%

Basic Materials

WSCR.L
8.4%
INFR.L

-

Consumer Defensive

WSCR.L
4.5%
INFR.L

-

Energy

WSCR.L
4.0%
INFR.L
16.4%

Communication Services

WSCR.L
3.2%
INFR.L
1.0%

Utilities

WSCR.L
1.9%
INFR.L
56.0%

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Return for Risk

WSCR.L vs. INFR.L — Risk / Return Rank

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

WSCR.L
WSCR.L Risk / Return Rank: 5050
Overall Rank
WSCR.L Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
WSCR.L Sortino Ratio Rank: 5151
Sortino Ratio Rank
WSCR.L Omega Ratio Rank: 4747
Omega Ratio Rank
WSCR.L Calmar Ratio Rank: 4949
Calmar Ratio Rank
WSCR.L Martin Ratio Rank: 5252
Martin Ratio Rank

INFR.L
INFR.L Risk / Return Rank: 5353
Overall Rank
INFR.L Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
INFR.L Sortino Ratio Rank: 4949
Sortino Ratio Rank
INFR.L Omega Ratio Rank: 4646
Omega Ratio Rank
INFR.L Calmar Ratio Rank: 6969
Calmar Ratio Rank
INFR.L Martin Ratio Rank: 5252
Martin Ratio Rank
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.

WSCR.L vs. INFR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis (WSCR.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.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.


WSCR.LINFR.LDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.30

1.29

+0.01

Calmar ratioReturn relative to maximum drawdown

2.38

3.37

-0.98

Martin ratioReturn relative to average drawdown

8.82

8.61

+0.20

WSCR.L vs. INFR.L - Sharpe Ratio Comparison

The current WSCR.L Sharpe Ratio is 1.70, which is comparable to the INFR.L Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of WSCR.L and INFR.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WSCR.LINFR.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

1.68

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.52

-0.20

Drawdowns

WSCR.L vs. INFR.L - Drawdown Comparison

The maximum WSCR.L drawdown since its inception was -22.10%, smaller than the maximum INFR.L drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for WSCR.L and INFR.L.


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Drawdown Indicators


WSCR.LINFR.LDifference

Max Drawdown

Largest peak-to-trough decline

-22.10%

-34.25%

+12.15%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

-5.19%

-3.71%

Max Drawdown (3Y)

Largest decline over 3 years

-22.10%

-11.08%

-11.02%

Max Drawdown (5Y)

Largest decline over 5 years

-22.87%

Max Drawdown (10Y)

Largest decline over 10 years

-26.75%

Current Drawdown

Current decline from peak

-0.51%

-2.49%

+1.98%

Average Drawdown

Average peak-to-trough decline

-6.79%

-6.12%

-0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.39%

2.03%

+0.36%

Volatility

WSCR.L vs. INFR.L - Volatility Comparison

The current volatility for UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis (WSCR.L) is 3.08%, while iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L) has a volatility of 3.73%. This indicates that WSCR.L experiences smaller price fluctuations and is considered to be less risky than INFR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WSCR.LINFR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

3.73%

-0.65%

Volatility (6M)

Calculated over the trailing 6-month period

8.97%

8.85%

+0.12%

Volatility (1Y)

Calculated over the trailing 1-year period

12.51%

10.42%

+2.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.79%

12.25%

+3.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.79%

14.09%

+1.70%

WSCR.L vs. INFR.L - Expense Ratio Comparison

WSCR.L has a 0.23% expense ratio, which is lower than INFR.L's 0.65% expense ratio.


Dividends

WSCR.L vs. INFR.L - Dividend Comparison

WSCR.L's dividend yield for the trailing twelve months is around 0.75%, less than INFR.L's 2.78% yield.


PositionTTM20252024202320222021202020192018201720162015
INFR.L
iShares Global Infrastructure UCITS ETF USD (Dist)
2.78%2.97%2.96%3.02%2.54%2.60%2.84%2.70%2.99%3.51%3.45%4.75%
WSCR.L
UBS ETF (IE) MSCI World Small Cap Socially Responsible UCITS ETF (USD) A-dis
0.75%0.79%1.82%1.59%1.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


WSCR.L and INFR.L have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WSCR.L is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WSCR.L is cheaper with a 0.23% expense ratio, compared with 0.65% for INFR.L.

WSCR.L is categorized as Global Equities, while INFR.L is Utilities Equities. WSCR.L tracks MSCI ACWI SMID NR USD, while INFR.L tracks FTSE Global Core Infrastructure Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.23% for WSCR.L and 0.65% for INFR.L.

Portfolio Optimizer

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