assembling live data
CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–
Ireland·MSCI World Consumer Discretionary Sector·Trades in USDiA live newsflow desk — the headlines moving a fund and its benchmark, shown next to the performance chart so you can see what drove a move without leaving the page. It is coming soon, once a licensed news feed is in place.
Ireland (IE)Answered from the same data and calculations used above.
Yes — iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist) (WCDS) is a distributing share class, so it pays income out to holders rather than reinvesting it. You receive cash and are typically taxed in the year of the distribution.
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist) (WCDS) is domiciled in Ireland (IE). A Ireland-domiciled UCITS fund receives US dividends at a 15% treaty withholding rate inside the fund, versus the 30% statutory rate on dividends paid directly to a non-resident (generally 25% for an Indian resident under the India-US treaty with a valid W-8BEN). The fund-level 15% is deducted before NAV and is not reclaimable by you. Its shares also sit outside US estate tax, which applies to US-situs assets above $60,000 for non-resident aliens.
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist) (WCDS) tracks the MSCI World Consumer Discretionary Sector. Any fund tracking the same index gives you materially the same exposure, so cost, size and share class are usually what separate the alternatives, not the strategy.
Over the measured window WCDS showed annualised volatility of about 21.9% and a worst peak-to-trough fall of 36.9%. Volatility describes the size of a typical swing; the drawdown is what actually happened at the worst moment, and it is the number worth checking you could have held through.
WCDS returned 20.1% in total over the trailing five years, measured in USD. Past performance describes what the index did, not what it will do, and for an index tracker it is mostly a statement about the market rather than about the manager.