WSML vs SFY
Comparison between ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceWSML has outperformed SFY, delivering a return of +731.9% compared to +14.3%
WSML vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WSML
$670M
SFY
$670M
Expense Ratio
WSML
0.30%
Winner
SFY
0.05%
Max Drawdown
WSML
99.98%
Winner
SFY
33.25%
Sharpe Ratio
Winner
WSML
1.32
SFY
1.17
5Y Beta
Winner
WSML
0.89
SFY
1.15
P/E Ratio
WSML
50.93
Winner
SFY
31.95
Forward P/E
Winner
WSML
17.08
SFY
20.81
5Y Dividends CAGR
WSML
N/A
SFY
9.58%
5Y EPS CAGR
WSML
N/A
SFY
35.72%
Debt to Equity
WSML
N/A
SFY
35.15%
P/S Ratio
Winner
WSML
1.62
SFY
4.58
P/B Ratio
Winner
WSML
2.62
SFY
6.69
WSML vs SFY - Holdings Comparison
WSML and SFY have 10 common holdings. Overlap is 0.71%
WSML's top 25 holdings weight is 8.01%. SFY's top 25 holdings weight is 56.03%.
| Rank | WSML | SFY |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.70% | NVIDIA CORP (NVDA) - 15.05% |
| #2 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.33% | APPLE INC (AAPL) - 4.90% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 0.27% | BROADCOM INC (AVGO) - 3.97% |
| #4 | MKS INC (MKSI) - 0.26% | MICROSOFT CORP (MSFT) - 3.90% |
| #5 | SEMTECH CORP (SMTC) - 0.24% | MICRON TECHNOLOGY INC (MU) - 3.49% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.24% | AMAZON.COM INC (AMZN) - 2.96% |
| #7 | ATI INC (ATI) - 0.24% | ELI LILLY AND CO (LLY) - 2.42% |
| #8 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.24% | ALPHABET INC CLASS A (GOOGL) - 2.27% |
| #9 | WOODWARD INC (WWD) - 0.23% | META PLATFORMS INC CLASS A (META) - 2.23% |
| #10 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.22% | ALPHABET INC CLASS C (GOOG) - 2.12% |
| #11 | MODERNA INC (MRNA) - 0.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 0.21% | TESLA INC (TSLA) - 1.33% |
| #13 | US FOODS HOLDING CORP (USFD) - 0.21% | INTEL CORP (INTC) - 1.13% |
| #14 | BIO-TECHNE CORP (TECH) - 0.20% | n/a (PLTR) - 1.12% |
| #15 | ESSENTIAL UTILITIES INC (WTRG) - 0.20% | WALMART INC (WMT) - 0.88% |
| #16 | FORMFACTOR INC (FORM) - 0.20% | JPMORGAN CHASE & CO (JPM) - 0.85% |
| #17 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 0.20% | ABBVIE INC (ABBV) - 0.78% |
| #18 | YASKAWA ELECTRIC CORP (n/a) - 0.20% | LAM RESEARCH CORP (LRCX) - 0.77% |
| #19 | ANTERO RESOURCES CORP (AR) - 0.20% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 0.20% | VISA INC CLASS A (V) - 0.66% |
| #21 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.20% | MASTERCARD INC CLASS A (MA) - 0.61% |
| #22 | BAXTER INTERNATIONAL INC (BAX) - 0.20% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.57% |
| #23 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.20% | MARVELL TECHNOLOGY INC (MRVL) - 0.56% |
| #24 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.20% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.56% |
| #25 | ACUITY INC (AYI) - 0.20% | GE AEROSPACE (GE) - 0.53% |
| Total Holdings | 2425 | 506 |
WSML vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
WSML
-0.96%
Winner
SFY
-0.86%
3M
WSML
+4.45%
Winner
SFY
+7.69%
6M
WSML
+7.44%
Winner
SFY
+11.75%
1Y
Winner
WSML
+25.88%
SFY
+23.34%
5Y(CAGR)
Winner
WSML
+731.88%
SFY
+14.27%
10Y(CAGR)
WSML
+163.76%
SFY
N/A
Max(CAGR)
Winner
WSML
+56.50%
SFY
+17.45%
WSML vs SFY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | WSML | SFY |
|---|---|---|
| 2026 | +13.62% | +11.75% |
| 2025 | +29.11% | +22.30% |
| 2024 | N/A | +30.66% |
| 2023 | N/A | +30.52% |
| 2022 | +0.00% | -23.41% |
| 2021 | +800.00% | +29.52% |
| 2020 | +0.00% | +23.52% |
| 2019 | +0.00% | +13.37% |
| 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 SFY Drawdown Comparison
The maximum drawdown for WSML was -99.98%, occurring on Dec 26, 2018. Recovery took 469 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current WSML drawdown is -1.83%. The current SFY drawdown is -3.00%.
| Rank | WSML | SFY |
|---|---|---|
| #1 | -99.98% May 29, 2018 - Apr 3, 2025 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -98.95% Jan 31, 2013 - Apr 2, 2018 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -75.56% Apr 9, 2018 - May 29, 2018 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -10.70% Feb 26, 2026 - Apr 17, 2026 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -8.00% Apr 3, 2025 - Apr 17, 2025 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -6.46% Oct 27, 2025 - Nov 28, 2025 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -3.68% Jul 23, 2025 - Aug 13, 2025 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -3.48% Oct 6, 2025 - Oct 24, 2025 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -3.47% May 6, 2026 - May 26, 2026 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -3.17% Jun 30, 2026 - Jul 20, 2026 | -6.19% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -3.13% May 28, 2026 - Jun 12, 2026 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -2.50% Apr 17, 2026 - May 5, 2026 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -2.45% Dec 11, 2025 - Jan 5, 2026 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -2.13% Sep 18, 2025 - Oct 3, 2025 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -1.99% May 16, 2025 - Jun 3, 2025 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between WSML and SFY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
WSML vs SFY dividend yield comparison.
| Year | WSML | SFY |
|---|---|---|
| 2026 | 0.84% | 0.43% |
| 2025 | 2.53% | 0.96% |
| 2024 | 0.00% | 0.99% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.61% |
| 2021 | 0.00% | 0.90% |
| 2020 | 0.00% | 1.18% |
| 2019 | 0.00% | 1.02% |
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