WTKWY vs. IGSB
WTKWY (Wolters Kluwer NV) is a stock, while IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) is Corporate Bonds fund tracking the ICE BofA 1-5 Year US Corporate Index. Over the past 10 years, WTKWY returned 8.42%/yr vs 2.70%/yr for IGSB. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
WTKWY vs. IGSB - Performance Comparison
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Returns By Period
In the year-to-date period, WTKWY achieves a -22.49% return, which is significantly lower than IGSB's 0.91% return. Over the past 10 years, WTKWY has outperformed IGSB with an annualized return of 8.42%, while IGSB has yielded a comparatively lower 2.70% annualized return.
WTKWY
- 1D
- -1.28%
- 1M
- 18.62%
- 6M
- -14.17%
- YTD
- -22.49%
- 1Y
- -47.44%
- 3Y*
- -12.58%
- 5Y*
- -5.62%
- 10Y*
- 8.42%
- ALL TIME*
- 7.17%
IGSB
- 1D
- -0.04%
- 1M
- -0.17%
- 6M
- 0.47%
- YTD
- 0.91%
- 1Y
- 3.16%
- 3Y*
- 5.60%
- 5Y*
- 2.41%
- 10Y*
- 2.70%
- ALL TIME*
- 2.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $137.50M | $132.28M | $161.41M | |
WTKWY Wolters Kluwer NV | $6.64M | $7.50M | $6.60M |
WTKWY vs. IGSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTKWY Wolters Kluwer NV | -22.49% | -36.20% | 17.53% | 36.95% | -9.84% | 43.14% | 17.24% | 25.81% | 14.47% | 48.79% |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 0.91% | 6.96% | 4.97% | 6.40% | -5.63% | -0.56% | 5.37% | 7.11% | 1.25% | 1.27% |
Correlation
The correlation between WTKWY and IGSB is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.12 |
The correlation between WTKWY and IGSB shifts across timeframes, from 0.12 (all time) to 0.23 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
WTKWY vs. IGSB — Risk / Return Rank
WTKWY
IGSB
WTKWY vs. IGSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wolters Kluwer NV (WTKWY) and iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTKWY | IGSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.15 | ||
| Sortino ratioReturn per unit of downside risk | -4.85 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.37 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | 2.56 | -3.39 |
| Martin ratioReturn relative to average drawdown | -1.20 | 10.07 | -11.26 |
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Drawdowns
WTKWY vs. IGSB - Drawdown Comparison
The maximum WTKWY drawdown since its inception was -65.12%, which is greater than IGSB's maximum drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for WTKWY and IGSB.
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Drawdown Indicators
| WTKWY | IGSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -13.38% | -51.74% |
Max Drawdown (1Y)Largest decline over 1 year | -57.76% | -1.46% | -56.30% |
Max Drawdown (3Y)Largest decline over 3 years | -65.12% | -1.46% | -63.66% |
Max Drawdown (5Y)Largest decline over 5 years | -65.12% | -9.41% | -55.71% |
Max Drawdown (10Y)Largest decline over 10 years | -65.12% | -13.38% | -51.74% |
Current DrawdownCurrent decline from peak | -56.88% | -0.23% | -56.65% |
Average DrawdownAverage peak-to-trough decline | -16.79% | -0.85% | -15.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.33% | 0.37% | +39.96% |
Volatility
WTKWY vs. IGSB - Volatility Comparison
Wolters Kluwer NV (WTKWY) has a higher volatility of 14.87% compared to iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) at 0.51%. This indicates that WTKWY's price experiences larger fluctuations and is considered to be riskier than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTKWY | IGSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.87% | 0.51% | +14.36% |
Volatility (6M)Calculated over the trailing 6-month period | 32.50% | 1.57% | +30.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.85% | 1.95% | +36.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 2.95% | +23.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.11% | 3.47% | +20.64% |
Dividends
WTKWY vs. IGSB - Dividend Comparison
WTKWY's dividend yield for the trailing twelve months is around 3.76%, less than IGSB's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 4.23% | 4.44% | 4.02% | 3.26% | 2.07% | 1.82% | 2.36% | 3.06% | 2.46% | 1.65% | 1.45% | 1.18% |
WTKWY Wolters Kluwer NV | 3.76% | 2.56% | 1.43% | 0.55% | 1.64% | 1.43% | 1.54% | 1.35% | 1.72% | 2.82% | 4.55% | 2.98% |
Frequently Asked Questions
WTKWY and IGSB have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTKWY has higher volatility (14.87%) compared to IGSB (0.51%). In terms of maximum drawdown, WTKWY dropped -65.12% vs IGSB's -13.38%.
IGSB currently has the higher Sharpe Ratio (1.91 vs -1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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