WTEF.DE vs. IS3S.DE
Compare and contrast key facts about WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE).
WTEF.DE and IS3S.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTEF.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree US Efficient Core UCITS. It was launched on Oct 10, 2023. IS3S.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Enhanced Value. It was launched on Oct 3, 2014. Both WTEF.DE and IS3S.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: WTEF.DE or IS3S.DE.
Correlation
The correlation between WTEF.DE and IS3S.DE is 0.57, 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
WTEF.DE vs. IS3S.DE - Performance Comparison
Key characteristics
WTEF.DE:
2.01
IS3S.DE:
1.39
WTEF.DE:
2.73
IS3S.DE:
1.84
WTEF.DE:
1.39
IS3S.DE:
1.27
WTEF.DE:
4.24
IS3S.DE:
1.68
WTEF.DE:
14.17
IS3S.DE:
6.79
WTEF.DE:
1.85%
IS3S.DE:
2.35%
WTEF.DE:
13.03%
IS3S.DE:
11.48%
WTEF.DE:
-6.31%
IS3S.DE:
-35.18%
WTEF.DE:
-0.12%
IS3S.DE:
0.00%
Returns By Period
In the year-to-date period, WTEF.DE achieves a 4.42% return, which is significantly lower than IS3S.DE's 6.05% return.
WTEF.DE
4.42%
2.44%
14.18%
26.04%
N/A
N/A
IS3S.DE
6.05%
3.03%
11.70%
14.67%
7.97%
N/A
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WTEF.DE vs. IS3S.DE - Expense Ratio Comparison
WTEF.DE has a 0.20% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.
Risk-Adjusted Performance
WTEF.DE vs. IS3S.DE — Risk-Adjusted Performance Rank
WTEF.DE
IS3S.DE
WTEF.DE vs. IS3S.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) and iShares Edge MSCI World Value Factor UCITS ETF (IS3S.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.
Dividends
WTEF.DE vs. IS3S.DE - Dividend Comparison
Neither WTEF.DE nor IS3S.DE has paid dividends to shareholders.
Drawdowns
WTEF.DE vs. IS3S.DE - Drawdown Comparison
The maximum WTEF.DE drawdown since its inception was -6.31%, smaller than the maximum IS3S.DE drawdown of -35.18%. Use the drawdown chart below to compare losses from any high point for WTEF.DE and IS3S.DE. For additional features, visit the drawdowns tool.
Volatility
WTEF.DE vs. IS3S.DE - Volatility Comparison
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) has a higher volatility of 4.43% compared to iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) at 2.62%. This indicates that WTEF.DE's price experiences larger fluctuations and is considered to be riskier than IS3S.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.