WATL vs. USMV ETF Comparison
Comparison of Lyxor World Water UCITS ETF (WATL) to Ossiam US Minimum Variance NR UCITS ETF (USMV)
WATL
Lyxor World Water UCITS ETF
WATL Description
The Fund's investment objective is to replicate the performance of the WORLD WATER INDEX CW index (see the Reference indicator Index section), while minimizing as far as possible the tracking error between the Fund's performance and that of the WORLD WATER INDEX CW index. The tracking error objective calculated over a period of 52 weeks is less than 1%. If the tracking error exceeds 1% nonetheless, the objective is to remain below 5% of the volatility of the WORLD WATER INDEX CW index.
Grade (RS Rating)
Last Trade
£5,521.50
Average Daily Volume
432
11
USMV
Ossiam US Minimum Variance NR UCITS ETF
USMV Description
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the U.S. that, in the aggregate, have lower volatility relative to the broader U.S. equity market.Grade (RS Rating)
Last Trade
£292.85
Average Daily Volume
104
37
Performance
| Period | WATL | USMV |
|---|---|---|
| 30 Days | -1.97% | -1.74% |
| 60 Days | 1.50% | 0.58% |
| 90 Days | 8.52% | 3.00% |
| 12 Months | 17.97% | 6.27% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WATL | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| 0LTG | C | 8.2% | 2.31% | 2.31% |
WATL Underweight 36 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| 0R1W | F | -3.72% | |
| 0HR2 | D | -2.98% | |
| 0R31 | A | -2.81% | |
| 0Q1N | F | -2.71% | |
| 0R1B | C | -2.67% | |
| 0HWH | D | -2.64% | |
| 0QR3 | A | -2.11% | |
| 0QYD | C | -1.94% | |
| 0HF3 | B | -1.67% | |
| 0HJL | D | -1.56% | |
| 0I35 | A | -1.55% | |
| 0R1X | B | -1.33% | |
| 0JR2 | B | -1.29% | |
| 0K80 | B | -1.29% | |
| 0QY4 | F | -1.29% | |
| 0IFA | B | -1.24% | |
| 0R2Z | C | -1.22% | |
| 0KXO | D | -1.1% | |
| 0HQU | F | -1.03% | |
| 0Q1S | D | -0.95% | |
| 0QCV | D | -0.9% | |
| 0JC3 | D | -0.86% | |
| 0J4X | C | -0.82% | |
| 0KSR | A | -0.69% | |
| 0R2L | A | -0.59% | |
| 0RR8 | D | -0.51% | |
| 0IP9 | D | -0.51% | |
| 0R1G | D | -0.47% | |
| 0M8V | B | -0.38% | |
| 0M1R | C | -0.24% | |
| 0KIX | B | -0.2% | |
| 0IJR | F | -0.18% | |
| 0XHL | F | -0.11% | |
| 0K87 | A | -0.11% | |
| 0J5I | D | -0.03% | |
| 0ITV | B | -0.02% |
WATL: Top Represented Industries & Keywords
USMV: Top Represented Industries & Keywords
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