WSML vs NML

Comparison between ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF) and Neuberger Berman Energy Infrastructure and Income Fund Inc (NML, ETF).

5-Year PerformanceWSML has outperformed NML, delivering a return of +731.9% compared to +26.6%

WSML vs NML - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSML(ETF)	NML(ETF)
Net Assets	$670M	$671M
Expense Ratio	0.30%	N/A
Max Drawdown	99.98%	94.21%
Sharpe Ratio	1.32	1.38
5Y Beta	0.89	0.54
P/E Ratio	50.93	N/A
Forward P/E	17.08	N/A
5Y Dividends CAGR	N/A	36.31%
P/S Ratio	1.62	N/A
P/B Ratio	2.62	N/A

Net Assets

WSML

$670M

Winner

NML

$671M

Expense Ratio

WSML

0.30%

NML

N/A

Max Drawdown

WSML

99.98%

Winner

NML

94.21%

Sharpe Ratio

WSML

1.32

Winner

NML

1.38

5Y Beta

WSML

0.89

Winner

NML

0.54

P/E Ratio

WSML

50.93

NML

N/A

Forward P/E

WSML

17.08

NML

N/A

5Y Dividends CAGR

WSML

N/A

NML

36.31%

P/S Ratio

WSML

1.62

NML

N/A

P/B Ratio

WSML

2.62

NML

N/A

WSML vs NML - Historical Returns

Returns include dividend reinvestment.

Period	WSML	NML
1 month	-0.96%	+8.70%
3 months	+4.45%	+8.06%
6 months	+7.44%	+23.80%
1 year	+25.88%	+31.88%
5 years(CAGR)	+731.88%	+26.57%
10 years(CAGR)	+163.76%	+10.09%
Max(CAGR)	+56.50%	+2.83%

WSML

-0.96%

Winner

NML

+8.70%

WSML

+4.45%

Winner

NML

+8.06%

WSML

+7.44%

Winner

NML

+23.80%

WSML

+25.88%

Winner

NML

+31.88%

5Y(CAGR)

Winner

WSML

+731.88%

NML

+26.57%

10Y(CAGR)

Winner

WSML

+163.76%

NML

+10.09%

Max(CAGR)

Winner

WSML

+56.50%

NML

+2.83%

WSML vs NML - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	WSML	NML
2026	+13.62%	+27.85%
2025	+29.11%	+3.66%
2024	N/A	+40.37%
2023	N/A	+17.73%
2022	+0.00%	+30.79%
2021	+800.00%	+59.38%
2020	+0.00%	-46.35%
2019	+0.00%	+9.79%
2018	-90.91%	-25.16%
2017	-47.62%	+5.97%
2016	-22.22%	+24.35%
2015	+35.00%	-50.36%
2014	-60.00%	-0.77%
2013	-94.12%	-0.94%

WSML vs NML Drawdown Comparison

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

The maximum drawdown for NML was -90.47%, occurring on Mar 18, 2020. Recovery took 2842 trading sessions.

The current WSML drawdown is -1.83%.

Rank	WSML	NML
#1	-99.98% May 29, 2018 - Apr 3, 2025	-90.47% Oct 3, 2014 - Jan 23, 2026
#2	-98.95% Jan 31, 2013 - Apr 2, 2018	-16.89% Apr 23, 2013 - Jul 1, 2014
#3	-75.56% Apr 9, 2018 - May 29, 2018	-8.73% May 18, 2026 - Jul 21, 2026
#4	-10.70% Feb 26, 2026 - Apr 17, 2026	-7.18% Mar 27, 2026 - May 15, 2026
#5	-8.00% Apr 3, 2025 - Apr 17, 2025	-4.84% Jul 22, 2014 - Aug 11, 2014
#6	-6.46% Oct 27, 2025 - Nov 28, 2025	-4.82% Sep 2, 2014 - Sep 30, 2014
#7	-3.68% Jul 23, 2025 - Aug 13, 2025	-3.38% Mar 2, 2026 - Mar 25, 2026
#8	-3.48% Oct 6, 2025 - Oct 24, 2025	-2.98% Jan 30, 2026 - Feb 9, 2026
#9	-3.47% May 6, 2026 - May 26, 2026	-2.43% Aug 11, 2014 - Aug 15, 2014
#10	-3.17% Jun 30, 2026 - Jul 20, 2026	-1.83% Aug 15, 2014 - Aug 19, 2014
#11	-3.13% May 28, 2026 - Jun 12, 2026	-1.82% Jul 1, 2014 - Jul 9, 2014
#12	-2.50% Apr 17, 2026 - May 5, 2026	-1.43% Feb 13, 2026 - Feb 25, 2026
#13	-2.45% Dec 11, 2025 - Jan 5, 2026	-1.40% Mar 28, 2013 - Apr 10, 2013
#14	-2.13% Sep 18, 2025 - Oct 3, 2025	-1.34% Sep 30, 2014 - Oct 3, 2014
#15	-1.99% May 16, 2025 - Jun 3, 2025	-0.95% Apr 11, 2013 - Apr 15, 2013

Correlation

Correlation between WSML and NML is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2013 - 2026)

WSML vs NML dividend yield comparison.

Year	WSML	NML
2026	0.84%	4.36%
2025	2.53%	8.24%
2024	0.00%	7.94%
2023	0.00%	10.19%
2022	0.00%	4.26%
2021	0.00%	3.54%
2020	0.00%	8.34%
2019	0.00%	9.76%
2018	0.00%	9.87%
2017	0.00%	7.04%
2016	0.00%	8.63%
2015	0.00%	15.44%
2014	0.00%	7.16%
2013	0.00%	4.40%