WTEI.DE vs. IBC3.DE
WTEI.DE (WisdomTree Emerging Markets Equity Income UCITS ETF) and IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) are both Emerging Markets Equities funds - WTEI.DE tracks the WisdomTree Emerging Markets Equity Income while IBC3.DE tracks the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 5 years, WTEI.DE returned 10.93%/yr vs 8.85%/yr for IBC3.DE. A 0.78 correlation means they provide meaningful diversification when combined. WTEI.DE charges 0.46%/yr vs 0.18%/yr for IBC3.DE.
Performance
WTEI.DE vs. IBC3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTEI.DE achieves a 19.49% return, which is significantly lower than IBC3.DE's 25.91% return.
WTEI.DE
- 1D
- -1.03%
- 1M
- 4.16%
- YTD
- 19.49%
- 6M
- 19.16%
- 1Y
- 27.05%
- 3Y*
- 15.85%
- 5Y*
- 10.93%
- 10Y*
- —
IBC3.DE
- 1D
- -1.44%
- 1M
- 3.09%
- YTD
- 25.91%
- 6M
- 26.49%
- 1Y
- 46.24%
- 3Y*
- 20.30%
- 5Y*
- 8.85%
- 10Y*
- —
WTEI.DE vs. IBC3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WTEI.DE WisdomTree Emerging Markets Equity Income UCITS ETF | 19.49% | 7.76% | 11.91% | 16.94% | -7.18% | 22.68% | 6.08% |
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 25.91% | 17.59% | 14.06% | 7.48% | -13.80% | 7.38% | 23.03% |
Correlation
The correlation between WTEI.DE and IBC3.DE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2020 | 0.78 |
The correlation between WTEI.DE and IBC3.DE has been stable across timeframes, ranging from 0.69 to 0.79 - a consistent structural relationship.
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Return for Risk
WTEI.DE vs. IBC3.DE — Risk / Return Rank
WTEI.DE
IBC3.DE
WTEI.DE vs. IBC3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) and iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.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.
| WTEI.DE | IBC3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.49 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 4.51 | -0.07 |
| Martin ratioReturn relative to average drawdown | 16.42 | 16.28 | +0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTEI.DE | IBC3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 2.71 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.54 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.47 | +0.42 |
Drawdowns
WTEI.DE vs. IBC3.DE - Drawdown Comparison
The maximum WTEI.DE drawdown since its inception was -16.73%, smaller than the maximum IBC3.DE drawdown of -31.89%. Use the drawdown chart below to compare losses from any high point for WTEI.DE and IBC3.DE.
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Drawdown Indicators
| WTEI.DE | IBC3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.73% | -31.89% | +15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.00% | -10.42% | +4.42% |
Max Drawdown (3Y)Largest decline over 3 years | -15.97% | -19.08% | +3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -16.73% | -21.95% | +5.22% |
Current DrawdownCurrent decline from peak | -1.51% | -2.52% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -7.84% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.89% | -1.26% |
Volatility
WTEI.DE vs. IBC3.DE - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) is 4.57%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a volatility of 7.06%. This indicates that WTEI.DE experiences smaller price fluctuations and is considered to be less risky than IBC3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTEI.DE | IBC3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 7.06% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 14.60% | -4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 17.37% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.86% | 16.23% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.97% | 18.42% | -4.45% |
WTEI.DE vs. IBC3.DE - Expense Ratio Comparison
WTEI.DE has a 0.46% expense ratio, which is higher than IBC3.DE's 0.18% expense ratio.
Dividends
WTEI.DE vs. IBC3.DE - Dividend Comparison
WTEI.DE's dividend yield for the trailing twelve months is around 3.73%, more than IBC3.DE's 1.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.88% | 2.26% | 2.44% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% |
WTEI.DE WisdomTree Emerging Markets Equity Income UCITS ETF | 3.73% | 4.52% | 7.52% | 6.96% | 7.43% | 3.95% | 1.46% | 0.00% | 0.00% |
Frequently Asked Questions
WTEI.DE and IBC3.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBC3.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBC3.DE is cheaper with a 0.18% expense ratio, compared with 0.46% for WTEI.DE.
WTEI.DE tracks WisdomTree Emerging Markets Equity Income, while IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.46% for WTEI.DE and 0.18% for IBC3.DE.
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