WCDS.AS
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 54.8 M
ASSETS UNDER MGMT
18 bp
EXPENSES
Fund Basics
| Inception date | Oct 16, 2019 |
| Regulation | UCITS |
| ISIN | IE00BJ5JP212 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| AMAZON.COM INC | 26.3 % |
| TESLA MOTORS INC | 14.6 % |
| HOME DEPOT INC | 5.2 % |
| LOWE'S COS INC | 2.5 % |
| SONY CORP | 2.1 % |
| MCDONALD'S CORP | 2.0 % |
| LVMH MOET HENNESSY LOUIS VUI | 1.9 % |
| BOOKING HOLDINGS INC. | 1.9 % |
| TOYOTA MOTOR CORP | 1.8 % |
| BRIDGESTONE CORP | 1.5 % |
Constituent Breakdown
| Number of holdings | 143 |
| Herfindahl-Hirschman Index | 986 |
| Wgt avg mkt cap (mns) | $922,740 |
| Large cap (>$10bn) | 94.9% |
| Mid cap ($2-10bn) | 4.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 97.9% |
| Emerging mkts. | 1.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 69.1 % |
 |
JAPAN | 11.0 % |
 |
FRANCE | 3.9 % |
 |
BRITAIN | 3.0 % |
 |
SPAIN | 2.5 % |
 |
AUSTRALIA | 2.1 % |
 |
GERMANY | 1.7 % |
 |
CANADA | 1.3 % |
 |
ARGENTINA | 1.2 % |
 |
NETHERLANDS | 1.1 % |
Historical Performance
Standardized Performance (as of 04/06/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | -- |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | -- | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | -- |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $0.00 |
| Relative strength (RSI) | 0 |
| MACD/Signal | 0.00/0.00 |
| Bollinger Bands (Upper/Lower) | $0.00/$0.00 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WCDS.AS |
Expenses vs. WCDS.AS |
ALTAR Score™ vs. WCDS.AS |
|---|---|---|---|---|
| XDWC.DE | Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C | 83.8% | +7 bp | +0.0% |
| WELJ.DE | Amundi S&P World Consumer Discretionary Screened UCITS ETF A | 78.3% | 0 bp | +0.3% |
| WELC.DE | Amundi S&P World Consumer Discretionary Screened UCITS ETF D | 78.3% | 0 bp | +0.3% |
| XUCD.DE | Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 69.4% | -6 bp | +0.3% |
| XUCC.DE | Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1C | 69.4% | -6 bp | +0.1% |
| IUCD.L | iShares S&P 500 Consumer Discretionary Sector UCITS ETF | 67.1% | -3 bp | +0.7% |
| CEMG.L | iShares MSCI EM Consumer Growth UCITS ETF | 15.7% | +42 bp | +6.5% |
| XBUZ.DE | Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C | 14.4% | +12 bp | +0.3% |
| ESIC.L | iShares MSCI Europe Consumer Discretionary Sector UCITS ETF | 13.9% | 0 bp | +3.0% |
| R1GR.L | iShares Russell 1000 Growth UCITS ETF | 13.1% | 0 bp | -4.8% |
Risk and Returns: WCDS.AS vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/6/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
4.8%
ALTAR SCORE™
53rd
PERCENTILE
NEUTRAL
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. WCDS.AS's ALTAR Score™ is approximately 0.1 standard
deviations above the category average. This places WCDS.AS in the 53rd percentile
among funds in the category.
Sell-Side Consensus
$10.51
PRICE TARGET
+19.8%
UPSIDE