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WSML - AI Analysis
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iShares MSCI World Small-Cap ETF (WSML)
Rating:63Neutral
Price Target:
$33.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong overall momentum.
Global Diversification
The fund invests in companies across multiple countries, reducing reliance on any single geographic market.
Reasonable Expense Ratio
The ETF charges a competitive expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Small-Cap Volatility
The focus on small-cap stocks can lead to higher price swings, which may not suit risk-averse investors.
High U.S. Exposure
Over 60% of the fund is invested in U.S. companies, limiting the benefits of international diversification.
Underwhelming Top Holdings
Several of the largest positions have shown mixed or weaker performance, potentially dragging on returns.
WSML vs. SPDR S&P 500 ETF (SPY)
AUM758.16M
RegionDeveloped Markets
Expense Ratio0.30%
Beta0.77
IssueriShares
Inception DateApr 01, 2025
Dividend Yield0.28%
Asset ClassEquity
Index TrackedMSCI World Index Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume545
30 Day Avg. Volume41,263
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
35.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering3264
WSML Summary
The iShares MSCI World Small-Cap ETF (WSML) is an investment fund that focuses on small-cap companies in developed markets worldwide. These are smaller, often innovative businesses that can grow quickly. The ETF includes companies like Insmed and Comfort Systems, and it spreads investments across sectors such as technology, healthcare, and industrials. People might invest in WSML to diversify their portfolio and tap into the growth potential of small-cap stocks. However, new investors should know that small-cap stocks can be more volatile, meaning their prices can rise or fall sharply compared to larger companies.
How much will it cost me?The iShares MSCI World Small-Cap ETF (WSML) has an expense ratio of 0.30%, which means you’ll pay $3 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund tracks small-cap stocks across developed markets, which requires more active management compared to broad large-cap index funds. However, it’s still relatively affordable for the diversification it offers.
What would affect this ETF?The iShares MSCI World Small-Cap ETF (WSML) could benefit from economic growth in developed markets, as small-cap companies often lead innovation and expansion, particularly in sectors like technology and industrials. However, it may face challenges from rising interest rates or economic slowdowns, which can increase volatility and negatively impact smaller firms that rely on borrowing or consumer spending. Global regulatory changes or geopolitical tensions could also affect the ETF’s performance due to its broad international exposure.
WSML Top 10 Holdings
The iShares MSCI World Small-Cap ETF (WSML) is leaning heavily into innovation-driven sectors like Industrials and Technology, which together make up a significant portion of the fund. Bloom Energy is a standout performer, riding strong earnings and strategic developments, while Insmed’s clinical wins are adding momentum despite financial concerns. On the flip side, Astera Labs is lagging, weighed down by valuation challenges and bearish technical signals. With a global focus on developed markets, this fund offers a dynamic mix of rising stars and steady players, though its small-cap nature means volatility is part of the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 0.38% | $2.91M | $33.98B | 146.34% | 80 Outperform | |
| Insmed | 0.33% | $2.53M | $41.05B | 188.67% | 54 Neutral | |
| Bloom Energy | 0.31% | $2.35M | $30.24B | 1231.77% | 67 Neutral | |
| SanDisk Corp | 0.29% | $2.20M | $28.69B | ― | 61 Neutral | |
| Ciena | 0.28% | $2.13M | $26.65B | 197.53% | 70 Outperform | |
| Credo Technology Group Holding Ltd | 0.27% | $2.05M | $28.82B | 341.96% | 75 Outperform | |
| Flex | 0.26% | $1.96M | $24.02B | 84.57% | 77 Outperform | |
| Astera Labs, Inc. | 0.24% | $1.81M | $28.18B | 141.66% | 64 Neutral | |
| Curtiss-Wright | 0.24% | $1.80M | $22.51B | 73.21% | 77 Outperform | |
| Coherent Corp | 0.23% | $1.73M | $20.68B | 43.56% | 63 Neutral |
WSML Technical Analysis
Neutral
―
Price Trends
30.16
Positive
29.17
Positive
Market Momentum
0.13
Positive
48.97
Neutral
38.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WSML, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 30.45, equal to the 50-day MA of 30.16, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 48.97 is Neutral, neither overbought nor oversold. The STOCH value of 38.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WSML.
WSML Peer Comparison
Comparison Results
Performance Comparison
WSML
iShares MSCI World Small-Cap ETF
30.30
7.54
33.13%
URTH
iShares MSCI World ETF
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―
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GCOW
Pacer Global Cash Cows Dividend ETF
―
―
―
IQSI
IQ Candriam ESG International Equity ETF
―
―
―
GDIV
Harbor Dividend Growth Leaders ETF
―
―
―
QWLD
SPDR MSCI World StrategicFactors ETF
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―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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