WTI2.DE vs. EXV1.DE
Compare and contrast key facts about WisdomTree Artificial Intelligence UCITS ETF USD Acc (WTI2.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE).
WTI2.DE and EXV1.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTI2.DE is a passively managed fund by WisdomTree that tracks the performance of the Nasdaq CTA Artificial Intelligence. It was launched on Nov 30, 2018. EXV1.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Banks. It was launched on Apr 25, 2001. Both WTI2.DE and EXV1.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: WTI2.DE or EXV1.DE.
Key characteristics
| WTI2.DE | EXV1.DE | |
|---|---|---|
| YTD Return | -3.67% | 25.16% |
| 1Y Return | 8.04% | 35.51% |
| 3Y Return (Ann) | -0.11% | 19.73% |
| 5Y Return (Ann) | 13.84% | 12.69% |
| Sharpe Ratio | 0.51 | 1.99 |
| Daily Std Dev | 22.14% | 16.10% |
| Max Drawdown | -40.18% | -82.30% |
| Current Drawdown | -10.97% | -33.53% |
Correlation
The correlation between WTI2.DE and EXV1.DE is 0.48, 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
WTI2.DE vs. EXV1.DE - Performance Comparison
In the year-to-date period, WTI2.DE achieves a -3.67% return, which is significantly lower than EXV1.DE's 25.16% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WTI2.DE vs. EXV1.DE - Expense Ratio Comparison
WTI2.DE has a 0.40% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Risk-Adjusted Performance
WTI2.DE vs. EXV1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence UCITS ETF USD Acc (WTI2.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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
WTI2.DE vs. EXV1.DE - Dividend Comparison
WTI2.DE has not paid dividends to shareholders, while EXV1.DE's dividend yield for the trailing twelve months is around 5.78%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTI2.DE WisdomTree Artificial Intelligence 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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 5.78% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% | 2.54% | 3.68% |
Drawdowns
WTI2.DE vs. EXV1.DE - Drawdown Comparison
The maximum WTI2.DE drawdown since its inception was -40.18%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for WTI2.DE and EXV1.DE. For additional features, visit the drawdowns tool.
Volatility
WTI2.DE vs. EXV1.DE - Volatility Comparison
WisdomTree Artificial Intelligence UCITS ETF USD Acc (WTI2.DE) has a higher volatility of 7.40% compared to iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) at 5.17%. This indicates that WTI2.DE's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.