WWJD vs. BLES
Compare and contrast key facts about Inspire International ESG ETF (WWJD) and Inspire Global Hope ETF (BLES).
WWJD and BLES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WWJD is a passively managed fund by Inspire that tracks the performance of the Inspire Global Hope Ex-US Index. It was launched on Sep 30, 2019. BLES is a passively managed fund by Inspire that tracks the performance of the Inspire Global Hope Large Cap Equal Weight Index. It was launched on Feb 28, 2017. Both WWJD and BLES 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: WWJD or BLES.
Key characteristics
WWJD | BLES | |
---|---|---|
YTD Return | 3.07% | 9.39% |
1Y Return | 12.18% | 19.82% |
3Y Return (Ann) | 0.42% | 2.41% |
5Y Return (Ann) | 7.05% | 9.21% |
Sharpe Ratio | 1.16 | 1.76 |
Sortino Ratio | 1.70 | 2.41 |
Omega Ratio | 1.21 | 1.32 |
Calmar Ratio | 1.48 | 2.15 |
Martin Ratio | 5.65 | 11.08 |
Ulcer Index | 2.78% | 2.13% |
Daily Std Dev | 13.52% | 13.46% |
Max Drawdown | -35.76% | -40.35% |
Current Drawdown | -8.54% | -3.27% |
Correlation
The correlation between WWJD and BLES is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WWJD vs. BLES - Performance Comparison
In the year-to-date period, WWJD achieves a 3.07% return, which is significantly lower than BLES's 9.39% 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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WWJD vs. BLES - Expense Ratio Comparison
WWJD has a 0.80% expense ratio, which is higher than BLES's 0.52% expense ratio.
Risk-Adjusted Performance
WWJD vs. BLES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire International ESG ETF (WWJD) and Inspire Global Hope ETF (BLES). 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
WWJD vs. BLES - Dividend Comparison
WWJD's dividend yield for the trailing twelve months is around 2.73%, more than BLES's 1.95% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
Inspire International ESG ETF | 2.73% | 2.56% | 2.09% | 15.21% | 1.22% | 0.00% | 0.00% | 0.00% |
Inspire Global Hope ETF | 1.95% | 1.81% | 1.64% | 9.28% | 1.61% | 2.15% | 2.39% | 1.99% |
Drawdowns
WWJD vs. BLES - Drawdown Comparison
The maximum WWJD drawdown since its inception was -35.76%, smaller than the maximum BLES drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for WWJD and BLES. For additional features, visit the drawdowns tool.
Volatility
WWJD vs. BLES - Volatility Comparison
Inspire International ESG ETF (WWJD) has a higher volatility of 3.98% compared to Inspire Global Hope ETF (BLES) at 3.13%. This indicates that WWJD's price experiences larger fluctuations and is considered to be riskier than BLES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.