WSML vs XVV

Comparison between ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).

5-Year PerformanceWSML has outperformed XVV, delivering a return of +726.8% compared to +13.0%

WSML vs XVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSML(ETF)	XVV(ETF)
Net Assets	$641M	$636M
Expense Ratio	0.30%	0.08%
Max Drawdown	99.98%	27.99%
Sharpe Ratio	1.53	1.44
5Y Beta	0.89	1.02
P/E Ratio	N/A	29.62
Forward P/E	N/A	22.87
5Y Dividends CAGR	N/A	46.97%
5Y EPS CAGR	N/A	29.57%
Debt to Equity	N/A	39.47%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	5.93

Net Assets

Winner

WSML

$641M

XVV

$636M

Expense Ratio

WSML

0.30%

Winner

XVV

0.08%

Max Drawdown

WSML

99.98%

Winner

XVV

27.99%

Sharpe Ratio

Winner

WSML

1.53

XVV

1.44

5Y Beta

Winner

WSML

0.89

XVV

1.02

P/E Ratio

WSML

N/A

XVV

29.62

Forward P/E

WSML

N/A

XVV

22.87

5Y Dividends CAGR

WSML

N/A

XVV

46.97%

5Y EPS CAGR

WSML

N/A

XVV

29.57%

Debt to Equity

WSML

N/A

XVV

39.47%

P/S Ratio

WSML

N/A

XVV

3.82

P/B Ratio

WSML

N/A

XVV

5.93

WSML vs XVV - Historical Returns

Returns include dividend reinvestment.

Period	WSML	XVV
1 month	+0.47%	+1.81%
3 months	+4.97%	+8.43%
6 months	+12.36%	+6.50%
1 year	+29.53%	+24.53%
5 years(CAGR)	+726.78%	+13.05%
10 years(CAGR)	+163.17%	N/A
Max(CAGR)	+56.87%	+16.79%

WSML

+0.47%

Winner

XVV

+1.81%

WSML

+4.97%

Winner

XVV

+8.43%

Winner

WSML

+12.36%

XVV

+6.50%

Winner

WSML

+29.53%

XVV

+24.53%

5Y(CAGR)

Winner

WSML

+726.78%

XVV

+13.05%

10Y(CAGR)

WSML

+163.17%

XVV

N/A

Max(CAGR)

Winner

WSML

+56.87%

XVV

+16.79%

WSML vs XVV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	WSML	XVV
2026	+10.82%	+7.08%
2025	+29.11%	+17.90%
2024	N/A	+26.84%
2023	N/A	+30.13%
2022	+0.00%	-21.90%
2021	+800.00%	+31.27%
2020	+0.00%	+16.13%
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 XVV Drawdown Comparison

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

The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.

The current WSML drawdown is -2.59%. The current XVV drawdown is -3.02%.

Rank	WSML	XVV
#1	-99.98% May 29, 2018 - Apr 3, 2025	-27.20% Dec 29, 2021 - Dec 15, 2023
#2	-98.95% Jan 31, 2013 - Apr 2, 2018	-19.59% Feb 19, 2025 - Jun 26, 2025
#3	-75.56% Apr 9, 2018 - May 29, 2018	-10.59% Jan 9, 2026 - Apr 15, 2026
#4	-10.70% Feb 26, 2026 - Apr 17, 2026	-9.16% Jul 16, 2024 - Sep 19, 2024
#5	-8.00% Apr 3, 2025 - Apr 17, 2025	-7.74% Oct 12, 2020 - Nov 9, 2020
#6	-6.46% Oct 27, 2025 - Nov 28, 2025	-5.88% Mar 28, 2024 - May 15, 2024
#7	-3.68% Jul 23, 2025 - Aug 13, 2025	-5.51% Sep 3, 2021 - Oct 21, 2021
#8	-3.48% Oct 6, 2025 - Oct 24, 2025	-5.19% Oct 28, 2025 - Dec 10, 2025
#9	-3.47% May 6, 2026 - May 26, 2026	-4.47% Feb 12, 2021 - Mar 15, 2021
#10	-2.59% May 28, 2026 - Jun 5, 2026	-4.25% Dec 11, 2024 - Jan 22, 2025
#11	-2.50% Apr 17, 2026 - May 5, 2026	-4.19% Nov 19, 2021 - Dec 10, 2021
#12	-2.45% Dec 11, 2025 - Jan 5, 2026	-4.16% May 7, 2021 - Jun 10, 2021
#13	-2.13% Sep 18, 2025 - Oct 3, 2025	-3.33% Jan 21, 2021 - Feb 4, 2021
#14	-1.99% May 16, 2025 - Jun 3, 2025	-3.05% Dec 10, 2021 - Dec 23, 2021
#15	-1.95% Jul 10, 2025 - Jul 22, 2025	-3.02% Jun 2, 2026 - Jun 5, 2026