Correlation
The correlation between ACU2.DE and ESE.PA is 0.46, 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.
ACU2.DE vs. ESE.PA
Compare and contrast key facts about Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) and BNP Paribas Easy S&P 500 UCITS ETF (ESE.PA).
ACU2.DE and ESE.PA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ACU2.DE is a passively managed fund by Amundi that tracks the performance of the MSCI USA ESG Leaders Select 5% Issuer Capped. It was launched on Apr 18, 2018. ESE.PA is a passively managed fund by BNP Paribas that tracks the performance of the S&P 500 Index. It was launched on Sep 16, 2013. Both ACU2.DE and ESE.PA 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: ACU2.DE or ESE.PA.
Performance
ACU2.DE vs. ESE.PA - Performance Comparison
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Key characteristics
ACU2.DE:
0.30
ESE.PA:
0.42
ACU2.DE:
0.56
ESE.PA:
0.69
ACU2.DE:
1.08
ESE.PA:
1.10
ACU2.DE:
0.26
ESE.PA:
0.35
ACU2.DE:
0.81
ESE.PA:
1.10
ACU2.DE:
7.64%
ESE.PA:
7.39%
ACU2.DE:
18.57%
ESE.PA:
18.85%
ACU2.DE:
-34.31%
ESE.PA:
-36.74%
ACU2.DE:
-12.08%
ESE.PA:
-11.70%
Returns By Period
The year-to-date returns for both stocks are quite close, with ACU2.DE having a -8.65% return and ESE.PA slightly lower at -8.71%. Over the past 10 years, ACU2.DE has underperformed ESE.PA with an annualized return of 11.44%, while ESE.PA has yielded a comparatively higher 12.42% annualized return.
ACU2.DE
-8.65%
6.85%
-10.78%
5.55%
9.96%
13.83%
11.44%
ESE.PA
-8.71%
6.81%
-9.01%
8.00%
11.87%
15.35%
12.42%
Compare stocks, funds, or ETFs
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ACU2.DE vs. ESE.PA - Expense Ratio Comparison
ACU2.DE has a 0.35% expense ratio, which is higher than ESE.PA's 0.15% expense ratio.
Risk-Adjusted Performance
ACU2.DE vs. ESE.PA — Risk-Adjusted Performance Rank
ACU2.DE
ESE.PA
ACU2.DE vs. ESE.PA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) and BNP Paribas Easy S&P 500 UCITS ETF (ESE.PA). 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.
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Dividends
ACU2.DE vs. ESE.PA - Dividend Comparison
Neither ACU2.DE nor ESE.PA has paid dividends to shareholders.
Drawdowns
ACU2.DE vs. ESE.PA - Drawdown Comparison
The maximum ACU2.DE drawdown since its inception was -34.31%, smaller than the maximum ESE.PA drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for ACU2.DE and ESE.PA.
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Volatility
ACU2.DE vs. ESE.PA - Volatility Comparison
Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) and BNP Paribas Easy S&P 500 UCITS ETF (ESE.PA) have volatilities of 5.75% and 5.86%, 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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