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WTEI.DE vs. IEDL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTEI.DE vs. IEDL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) (IEDL.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, WTEI.DE achieves a 19.49% return, which is significantly higher than IEDL.L's 14.02% return.


WTEI.DE

1D
-1.03%
1M
5.17%
YTD
19.49%
6M
18.83%
1Y
26.79%
3Y*
15.85%
5Y*
10.93%
10Y*

IEDL.L

1D
-0.09%
1M
4.62%
YTD
14.02%
6M
16.99%
1Y
32.74%
3Y*
21.57%
5Y*
14.46%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTEI.DE vs. IEDL.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
WTEI.DE
WisdomTree Emerging Markets Equity Income UCITS ETF
19.49%7.76%11.91%16.94%-7.18%22.68%6.08%
IEDL.L
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)
14.02%35.00%10.46%13.50%-3.75%26.71%14.07%

Correlation

The correlation between WTEI.DE and IEDL.L is 0.51, 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

0.51

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

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jun 15, 2020

0.51

The correlation between WTEI.DE and IEDL.L has been stable across timeframes, ranging from 0.50 to 0.51 - a consistent structural relationship.

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Return for Risk

WTEI.DE vs. IEDL.L — Risk / Return Rank

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

WTEI.DE
WTEI.DE Risk / Return Rank: 7272
Overall Rank
WTEI.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
WTEI.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
WTEI.DE Omega Ratio Rank: 6363
Omega Ratio Rank
WTEI.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
WTEI.DE Martin Ratio Rank: 8383
Martin Ratio Rank

IEDL.L
IEDL.L Risk / Return Rank: 7272
Overall Rank
IEDL.L Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
IEDL.L Sortino Ratio Rank: 7474
Sortino Ratio Rank
IEDL.L Omega Ratio Rank: 7575
Omega Ratio Rank
IEDL.L Calmar Ratio Rank: 6969
Calmar Ratio Rank
IEDL.L Martin Ratio Rank: 6868
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.

WTEI.DE vs. IEDL.L - 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 Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) (IEDL.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.


WTEI.DEIEDL.LDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.38

1.44

-0.06

Calmar ratioReturn relative to maximum drawdown

4.45

3.36

+1.08

Martin ratioReturn relative to average drawdown

16.42

12.50

+3.91

WTEI.DE vs. IEDL.L - Sharpe Ratio Comparison

The current WTEI.DE Sharpe Ratio is 2.11, which is comparable to the IEDL.L Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of WTEI.DE and IEDL.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


WTEI.DEIEDL.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

2.40

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.94

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.59

+0.30

Drawdowns

WTEI.DE vs. IEDL.L - Drawdown Comparison

The maximum WTEI.DE drawdown since its inception was -16.73%, smaller than the maximum IEDL.L drawdown of -39.74%. Use the drawdown chart below to compare losses from any high point for WTEI.DE and IEDL.L.


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Drawdown Indicators


WTEI.DEIEDL.LDifference

Max Drawdown

Largest peak-to-trough decline

-16.73%

-39.74%

+23.01%

Max Drawdown (1Y)

Largest decline over 1 year

-6.00%

-9.70%

+3.70%

Max Drawdown (3Y)

Largest decline over 3 years

-15.97%

-17.52%

+1.55%

Max Drawdown (5Y)

Largest decline over 5 years

-16.73%

-19.57%

+2.84%

Current Drawdown

Current decline from peak

-1.51%

-0.75%

-0.76%

Average Drawdown

Average peak-to-trough decline

-4.01%

-6.19%

+2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

2.61%

-0.98%

Volatility

WTEI.DE vs. IEDL.L - Volatility Comparison

WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) and iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist) (IEDL.L) have volatilities of 4.57% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTEI.DEIEDL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.57%

4.76%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

9.66%

10.95%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

12.64%

13.60%

-0.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.86%

15.42%

-1.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.97%

17.97%

-4.00%

WTEI.DE vs. IEDL.L - Expense Ratio Comparison

WTEI.DE has a 0.46% expense ratio, which is higher than IEDL.L's 0.25% expense ratio.


Dividends

WTEI.DE vs. IEDL.L - Dividend Comparison

WTEI.DE's dividend yield for the trailing twelve months is around 3.73%, more than IEDL.L's 3.01% yield.


PositionTTM20252024202320222021202020192018
IEDL.L
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)
3.01%3.44%4.22%4.76%4.23%3.56%2.32%3.86%3.19%
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 IEDL.L have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEDL.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEDL.L is cheaper with a 0.25% expense ratio, compared with 0.46% for WTEI.DE.

WTEI.DE is categorized as Emerging Markets Equities, while IEDL.L is Europe Equities. WTEI.DE tracks WisdomTree Emerging Markets Equity Income, while IEDL.L tracks MSCI Europe Value NR EUR. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.46% for WTEI.DE and 0.25% for IEDL.L.

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