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WSML vs BRTR

Comparison between ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF) and BlackRock Total Return ETF (BRTR, ETF).

WSML vs BRTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
WSML
$663M
BRTR
$663M
Expense Ratio
Winner
WSML
0.30%
BRTR
0.38%
Max Drawdown
WSML
99.98%
Winner
BRTR
7.15%
Sharpe Ratio
Winner
WSML
1.71
BRTR
0.51
5Y Beta
WSML
0.89
Winner
BRTR
0.06
P/E Ratio
WSML
N/A
BRTR
0.11
Forward P/E
WSML
N/A
BRTR
384.62
PEG Ratio
WSML
N/A
BRTR
0.94
Debt to Equity
WSML
N/A
BRTR
73.31%
P/S Ratio
WSML
N/A
BRTR
6.05
P/B Ratio
WSML
N/A
BRTR
4.68

WSML vs BRTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WSML
+4.61%
BRTR
+1.31%
3M
Winner
WSML
+13.07%
BRTR
+0.80%
6M
Winner
WSML
+15.62%
BRTR
+0.63%
1Y
Winner
WSML
+33.05%
BRTR
+5.59%
5Y(CAGR)
WSML
+733.20%
BRTR
N/A
10Y(CAGR)
WSML
+165.13%
BRTR
N/A
Max(CAGR)
Winner
WSML
+57.07%
BRTR
+4.16%

WSML vs BRTR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearWSMLBRTR
2026+14.53%+0.78%
2025+29.11%+8.01%
2024N/A+1.78%
2023N/A+0.43%
2022+0.00%N/A
2021+800.00%N/A
2020+0.00%N/A
2019+0.00%N/A
2018-90.91%N/A
2017-47.62%N/A
2016-22.22%N/A
2015+35.00%N/A
2014-60.00%N/A
2013-94.12%N/A

WSML vs BRTR Drawdown Comparison

The maximum drawdown for WSML was -99.98%, occurring on Dec 26, 2018. Recovery took 469 trading sessions.

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The current WSML drawdown is -0.37%. The current BRTR drawdown is -1.35%.

RankWSMLBRTR
#1-99.98%
May 29, 2018 - Apr 3, 2025
-5.07%
Sep 16, 2024 - Jun 26, 2025
#2-98.95%
Jan 31, 2013 - Apr 2, 2018
-3.43%
Feb 1, 2024 - Jun 13, 2024
#3-75.56%
Apr 9, 2018 - May 29, 2018
-3.26%
Feb 27, 2026 - Mar 27, 2026
#4-10.70%
Feb 26, 2026 - Apr 17, 2026
-1.82%
Dec 28, 2023 - Feb 1, 2024
#5-8.00%
Apr 3, 2025 - Apr 17, 2025
-1.40%
Jun 25, 2024 - Jul 8, 2024
#6-6.46%
Oct 27, 2025 - Nov 28, 2025
-1.21%
Jun 30, 2025 - Aug 1, 2025
#7-3.68%
Jul 23, 2025 - Aug 13, 2025
-1.13%
Aug 5, 2024 - Aug 14, 2024
#8-3.48%
Oct 6, 2025 - Oct 24, 2025
-1.05%
Oct 28, 2025 - Jan 9, 2026
#9-3.47%
May 6, 2026 - May 26, 2026
-0.81%
Sep 16, 2025 - Oct 14, 2025
#10-3.13%
May 28, 2026 - Jun 12, 2026
-0.76%
Jul 17, 2024 - Jul 30, 2024
#11-2.50%
Apr 17, 2026 - May 5, 2026
-0.68%
Jan 14, 2026 - Feb 5, 2026
#12-2.45%
Dec 11, 2025 - Jan 5, 2026
-0.58%
Aug 27, 2024 - Sep 4, 2024
#13-2.13%
Sep 18, 2025 - Oct 3, 2025
-0.56%
Aug 13, 2025 - Aug 26, 2025
#14-1.99%
May 16, 2025 - Jun 3, 2025
-0.41%
Aug 21, 2024 - Aug 27, 2024
#15-1.95%
Jul 10, 2025 - Jul 22, 2025
-0.38%
Aug 5, 2025 - Aug 13, 2025

Correlation

Correlation between WSML and BRTR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2023 - 2026)

WSML vs BRTR dividend yield comparison.

YearWSMLBRTR
20260.83%1.82%
20252.53%4.86%
20240.00%5.58%
20230.00%0.22%

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