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IVOL vs WCLD

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and WISDOMTREE CLOUD COMPUTING FUND (WCLD, ETF).

5-Year PerformanceIVOL has outperformed WCLD, delivering a return of -5.5% compared to -7.4%

IVOL vs WCLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOL
$272M
Winner
WCLD
$272M
Expense Ratio
IVOL
0.98%
Winner
WCLD
0.45%
Max Drawdown
Winner
IVOL
40.71%
WCLD
64.90%
Sharpe Ratio
IVOL
-1.79
Winner
WCLD
0.57
5Y Beta
Winner
IVOL
-0.19
WCLD
1.20
P/E Ratio
IVOL
N/A
WCLD
317.38
Forward P/E
IVOL
N/A
WCLD
30.28
5Y Dividends CAGR
IVOL
-6.18%
WCLD
N/A
Debt to Equity
IVOL
N/A
WCLD
8.73%
P/S Ratio
IVOL
N/A
WCLD
5.36
P/B Ratio
IVOL
N/A
WCLD
6.62

IVOL vs WCLD - Historical Returns

Returns include dividend reinvestment.

1M
IVOL
+1.61%
Winner
WCLD
+24.53%
3M
IVOL
-1.52%
Winner
WCLD
+33.76%
6M
IVOL
-6.68%
Winner
WCLD
+54.65%
1Y
IVOL
-8.63%
Winner
WCLD
+17.71%
5Y(CAGR)
Winner
IVOL
-5.53%
WCLD
-7.43%
Max(CAGR)
IVOL
-1.37%
Winner
WCLD
+6.94%

IVOL vs WCLD - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIVOLWCLD
2026-6.55%+19.39%
2025+12.03%-6.71%
2024-10.51%+11.40%
2023-4.63%+40.53%
2022-12.97%-51.11%
2021-0.69%-1.48%
2020+14.96%+105.20%
2019+3.23%+0.91%

IVOL vs WCLD Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for WCLD was -64.90%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The current IVOL drawdown is -26.83%. The current WCLD drawdown is -38.14%.

RankIVOLWCLD
#1-31.17%
May 10, 2021 - Dec 18, 2024
-64.90%
Nov 9, 2021 - Nov 9, 2022
#2-8.02%
Mar 6, 2020 - Mar 26, 2020
-33.71%
Feb 19, 2020 - May 7, 2020
#3-3.93%
Mar 26, 2020 - Apr 8, 2020
-26.32%
Feb 12, 2021 - Aug 27, 2021
#4-3.23%
Jun 6, 2019 - Feb 28, 2020
-15.43%
Sep 1, 2020 - Oct 12, 2020
#5-2.52%
Apr 13, 2020 - May 8, 2020
-13.70%
Oct 13, 2020 - Nov 27, 2020
#6-2.26%
Feb 16, 2021 - May 5, 2021
-11.83%
Sep 13, 2019 - Nov 19, 2019
#7-1.94%
Aug 31, 2020 - Dec 2, 2020
-11.69%
Sep 3, 2021 - Oct 21, 2021
#8-1.50%
May 16, 2019 - May 30, 2019
-11.22%
Aug 5, 2020 - Aug 26, 2020
#9-1.37%
May 8, 2020 - Jun 4, 2020
-10.12%
Dec 22, 2020 - Feb 4, 2021
#10-1.22%
Jun 5, 2020 - Aug 5, 2020
-9.40%
Jul 9, 2020 - Aug 3, 2020
#11-0.51%
Aug 17, 2020 - Aug 25, 2020
-6.27%
Jun 3, 2020 - Jun 16, 2020
#12-0.47%
Jan 21, 2021 - Feb 3, 2021
-6.26%
Nov 27, 2019 - Jan 6, 2020
#13-0.39%
Dec 21, 2020 - Jan 4, 2021
-4.34%
Sep 6, 2019 - Sep 13, 2019
#14-0.39%
Jan 7, 2021 - Jan 14, 2021
-3.12%
Dec 8, 2020 - Dec 11, 2020
#15-0.31%
Feb 8, 2021 - Feb 12, 2021
-3.01%
Oct 21, 2021 - Nov 4, 2021

Correlation

Correlation between IVOL and WCLD is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

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