36B6.DE vs. ACU2.DE
36B6.DE (iShares MSCI USA SRI UCITS ETF USD Dist) and ACU2.DE (Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR) are both Large Cap Blend Equities funds - 36B6.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels while ACU2.DE tracks the MSCI USA ESG Leaders Select 5% Issuer Capped. Both are passively managed. Over the past 5 years, 36B6.DE returned 12.05%/yr vs 12.27%/yr for ACU2.DE. Their correlation of 0.95 suggests significant overlap in exposure. 36B6.DE charges 0.20%/yr vs 0.35%/yr for ACU2.DE.
Performance
36B6.DE vs. ACU2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36B6.DE achieves a 17.30% return, which is significantly higher than ACU2.DE's 13.99% return.
36B6.DE
- 1D
- 0.08%
- 1M
- 4.33%
- YTD
- 17.30%
- 6M
- 17.76%
- 1Y
- 26.26%
- 3Y*
- 15.24%
- 5Y*
- 12.05%
- 10Y*
- —
ACU2.DE
- 1D
- -0.38%
- 1M
- 2.69%
- YTD
- 13.99%
- 6M
- 14.31%
- 1Y
- 27.62%
- 3Y*
- 17.17%
- 5Y*
- 12.27%
- 10Y*
- —
36B6.DE vs. ACU2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 17.30% | -0.74% | 20.36% | 20.16% | -14.22% | 43.32% | 13.71% | 21.07% |
ACU2.DE Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR | 13.99% | 1.61% | 26.66% | 22.75% | -15.77% | 38.66% | 9.40% | 18.88% |
Correlation
The correlation between 36B6.DE and ACU2.DE is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.95 |
The correlation between 36B6.DE and ACU2.DE has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
36B6.DE vs. ACU2.DE — Risk / Return Rank
36B6.DE
ACU2.DE
36B6.DE vs. ACU2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 36B6.DE | ACU2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.38 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 2.76 | +0.89 |
| Martin ratioReturn relative to average drawdown | 12.18 | 9.59 | +2.59 |
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Drawdowns
36B6.DE vs. ACU2.DE - Drawdown Comparison
The maximum 36B6.DE drawdown since its inception was -34.22%, roughly equal to the maximum ACU2.DE drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for 36B6.DE and ACU2.DE.
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Drawdown Indicators
| 36B6.DE | ACU2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.22% | -34.31% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.16% | -9.95% | +2.79% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -23.98% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -23.98% | +0.22% |
Current DrawdownCurrent decline from peak | -0.50% | -0.51% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -4.79% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.87% | -0.72% |
Volatility
36B6.DE vs. ACU2.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF USD Dist (36B6.DE) and Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) have volatilities of 3.72% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36B6.DE | ACU2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.72% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.39% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 13.03% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 15.53% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.51% | 16.92% | +0.59% |
36B6.DE vs. ACU2.DE - Expense Ratio Comparison
36B6.DE has a 0.20% expense ratio, which is lower than ACU2.DE's 0.35% expense ratio.
Dividends
36B6.DE vs. ACU2.DE - Dividend Comparison
36B6.DE's dividend yield for the trailing twelve months is around 0.89%, while ACU2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36B6.DE iShares MSCI USA SRI UCITS ETF USD Dist | 0.89% | 0.97% | 1.09% | 1.28% | 1.41% | 0.91% | 1.04% | 1.23% |
ACU2.DE Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, 36B6.DE and ACU2.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, 36B6.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36B6.DE is cheaper with a 0.20% expense ratio, compared with 0.35% for ACU2.DE.
36B6.DE tracks MSCI USA SRI Select Reduced Fossil Fuels, while ACU2.DE tracks MSCI USA ESG Leaders Select 5% Issuer Capped. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for 36B6.DE and 0.35% for ACU2.DE.
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