WSML.L vs. VBR
Compare and contrast key facts about iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L) and Vanguard Small-Cap Value ETF (VBR).
WSML.L and VBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WSML.L is a passively managed fund by iShares that tracks the performance of the MSCI World Small Cap Index. It was launched on Mar 27, 2018. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004. Both WSML.L and VBR 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: WSML.L or VBR.
Correlation
The correlation between WSML.L and VBR is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WSML.L vs. VBR - Performance Comparison
Key characteristics
WSML.L:
0.73
VBR:
0.79
WSML.L:
1.09
VBR:
1.21
WSML.L:
1.13
VBR:
1.15
WSML.L:
0.88
VBR:
1.30
WSML.L:
3.49
VBR:
3.16
WSML.L:
3.20%
VBR:
3.98%
WSML.L:
15.34%
VBR:
15.96%
WSML.L:
-41.14%
VBR:
-62.01%
WSML.L:
-4.07%
VBR:
-8.52%
Returns By Period
In the year-to-date period, WSML.L achieves a 2.17% return, which is significantly higher than VBR's -0.25% return.
WSML.L
2.17%
-0.93%
1.31%
11.40%
7.05%
N/A
VBR
-0.25%
-4.15%
0.94%
11.69%
9.96%
8.37%
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WSML.L vs. VBR - Expense Ratio Comparison
WSML.L has a 0.35% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
WSML.L vs. VBR — Risk-Adjusted Performance Rank
WSML.L
VBR
WSML.L vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L) and Vanguard Small-Cap Value ETF (VBR). 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.
Dividends
WSML.L vs. VBR - Dividend Comparison
WSML.L has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.98%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSML.L iShares MSCI World Small Cap UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.98% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
WSML.L vs. VBR - Drawdown Comparison
The maximum WSML.L drawdown since its inception was -41.14%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for WSML.L and VBR. For additional features, visit the drawdowns tool.
Volatility
WSML.L vs. VBR - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L) has a higher volatility of 3.99% compared to Vanguard Small-Cap Value ETF (VBR) at 3.70%. This indicates that WSML.L's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.