AE50.DE vs. ISX5.L
Compare and contrast key facts about Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and iShares Core EURO STOXX 50 UCITS ETF (ISX5.L).
AE50.DE and ISX5.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AE50.DE is a passively managed fund by Amundi that tracks the performance of the STOXX® Europe 50. It was launched on Sep 29, 2009. ISX5.L is a passively managed fund by iShares that tracks the performance of the MSCI EMU NR EUR. It was launched on Jan 26, 2010. Both AE50.DE and ISX5.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: AE50.DE or ISX5.L.
Key characteristics
| AE50.DE | ISX5.L | |
|---|---|---|
| YTD Return | 12.32% | 11.27% |
| 1Y Return | 14.99% | 20.41% |
| 3Y Return (Ann) | 12.51% | 7.12% |
| 5Y Return (Ann) | 12.17% | 10.80% |
| Sharpe Ratio | 1.42 | 1.25 |
| Daily Std Dev | 10.14% | 16.18% |
| Max Drawdown | -32.20% | -38.62% |
| Current Drawdown | -0.12% | 0.00% |
Correlation
The correlation between AE50.DE and ISX5.L is 0.69, 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
AE50.DE vs. ISX5.L - Performance Comparison
In the year-to-date period, AE50.DE achieves a 12.32% return, which is significantly higher than ISX5.L's 11.27% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AE50.DE vs. ISX5.L - Expense Ratio Comparison
AE50.DE has a 0.15% expense ratio, which is higher than ISX5.L's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AE50.DE vs. ISX5.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and iShares Core EURO STOXX 50 UCITS ETF (ISX5.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
AE50.DE vs. ISX5.L - Dividend Comparison
Neither AE50.DE nor ISX5.L has paid dividends to shareholders.
Drawdowns
AE50.DE vs. ISX5.L - Drawdown Comparison
The maximum AE50.DE drawdown since its inception was -32.20%, smaller than the maximum ISX5.L drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for AE50.DE and ISX5.L. For additional features, visit the drawdowns tool.
Volatility
AE50.DE vs. ISX5.L - Volatility Comparison
The current volatility for Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) is 3.22%, while iShares Core EURO STOXX 50 UCITS ETF (ISX5.L) has a volatility of 4.37%. This indicates that AE50.DE experiences smaller price fluctuations and is considered to be less risky than ISX5.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.