18MK.DE vs. SWDA.L
Compare and contrast key facts about Amundi MSCI India UCITS ETF EUR (18MK.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L).
18MK.DE and SWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 18MK.DE is a passively managed fund by Amundi that tracks the performance of the MSCI India. It was launched on Apr 18, 2018. SWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 25, 2009. Both 18MK.DE and SWDA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 18MK.DE or SWDA.L.
Key characteristics
| 18MK.DE | SWDA.L | |
|---|---|---|
| YTD Return | 10.31% | 9.83% |
| 1Y Return | 29.42% | 22.92% |
| 3Y Return (Ann) | 14.96% | 11.15% |
| 5Y Return (Ann) | 13.06% | 12.16% |
| 10Y Return (Ann) | 11.37% | 12.60% |
| Sharpe Ratio | 2.33 | 2.25 |
| Daily Std Dev | 13.21% | 10.14% |
| Max Drawdown | -42.41% | -25.58% |
| Current Drawdown | -2.63% | -0.34% |
Correlation
The correlation between 18MK.DE and SWDA.L is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
18MK.DE vs. SWDA.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with 18MK.DE having a 10.31% return and SWDA.L slightly lower at 9.83%. Over the past 10 years, 18MK.DE has underperformed SWDA.L with an annualized return of 11.37%, while SWDA.L has yielded a comparatively higher 12.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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18MK.DE vs. SWDA.L - Expense Ratio Comparison
18MK.DE has a 0.80% expense ratio, which is higher than SWDA.L's 0.20% expense ratio.
Risk-Adjusted Performance
18MK.DE vs. SWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI India UCITS ETF EUR (18MK.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
18MK.DE vs. SWDA.L - Dividend Comparison
Neither 18MK.DE nor SWDA.L has paid dividends to shareholders.
Drawdowns
18MK.DE vs. SWDA.L - Drawdown Comparison
The maximum 18MK.DE drawdown since its inception was -42.41%, which is greater than SWDA.L's maximum drawdown of -25.58%. Use the drawdown chart below to compare losses from any high point for 18MK.DE and SWDA.L. For additional features, visit the drawdowns tool.
Volatility
18MK.DE vs. SWDA.L - Volatility Comparison
The current volatility for Amundi MSCI India UCITS ETF EUR (18MK.DE) is 2.98%, while iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) has a volatility of 4.31%. This indicates that 18MK.DE experiences smaller price fluctuations and is considered to be less risky than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.