Correlation
The correlation between ACU2.DE and IOO is 0.47, 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. IOO
Compare and contrast key facts about Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) and iShares Global 100 ETF (IOO).
ACU2.DE and IOO 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. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both ACU2.DE and IOO 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 IOO.
Performance
ACU2.DE vs. IOO - Performance Comparison
Loading data...
Key characteristics
ACU2.DE:
0.30
IOO:
0.59
ACU2.DE:
0.56
IOO:
0.86
ACU2.DE:
1.08
IOO:
1.12
ACU2.DE:
0.26
IOO:
0.56
ACU2.DE:
0.81
IOO:
2.10
ACU2.DE:
7.64%
IOO:
5.08%
ACU2.DE:
18.57%
IOO:
20.74%
ACU2.DE:
-34.31%
IOO:
-55.85%
ACU2.DE:
-12.08%
IOO:
-2.18%
Returns By Period
In the year-to-date period, ACU2.DE achieves a -8.65% return, which is significantly lower than IOO's 2.04% return. Over the past 10 years, ACU2.DE has underperformed IOO with an annualized return of 11.44%, while IOO has yielded a comparatively higher 12.30% annualized return.
ACU2.DE
-8.65%
6.85%
-10.78%
5.55%
9.96%
13.83%
11.44%
IOO
2.04%
6.96%
2.75%
12.19%
15.24%
16.78%
12.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACU2.DE vs. IOO - Expense Ratio Comparison
ACU2.DE has a 0.35% expense ratio, which is lower than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
ACU2.DE vs. IOO — Risk-Adjusted Performance Rank
ACU2.DE
IOO
ACU2.DE vs. IOO - 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 iShares Global 100 ETF (IOO). 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.
Loading data...
Dividends
ACU2.DE vs. IOO - Dividend Comparison
ACU2.DE has not paid dividends to shareholders, while IOO's dividend yield for the trailing twelve months is around 1.06%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
IOO iShares Global 100 ETF | 1.06% | 1.08% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% |
Drawdowns
ACU2.DE vs. IOO - Drawdown Comparison
The maximum ACU2.DE drawdown since its inception was -34.31%, smaller than the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for ACU2.DE and IOO.
Loading data...
Volatility
ACU2.DE vs. IOO - Volatility Comparison
Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (ACU2.DE) has a higher volatility of 5.75% compared to iShares Global 100 ETF (IOO) at 4.59%. This indicates that ACU2.DE's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...