AM.PA vs. URTH
Compare and contrast key facts about Dassault Aviation SA (AM.PA) and iShares MSCI World ETF (URTH).
URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AM.PA or URTH.
Correlation
The correlation between AM.PA and URTH is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AM.PA vs. URTH - Performance Comparison
Key characteristics
AM.PA:
2.19
URTH:
1.00
AM.PA:
3.50
URTH:
1.40
AM.PA:
1.45
URTH:
1.18
AM.PA:
2.96
URTH:
1.50
AM.PA:
7.58
URTH:
5.69
AM.PA:
8.61%
URTH:
2.17%
AM.PA:
29.69%
URTH:
12.42%
AM.PA:
-62.62%
URTH:
-34.01%
AM.PA:
-3.37%
URTH:
-4.63%
Returns By Period
In the year-to-date period, AM.PA achieves a 45.33% return, which is significantly higher than URTH's 0.64% return. Both investments have delivered pretty close results over the past 10 years, with AM.PA having a 9.70% annualized return and URTH not far ahead at 9.96%.
AM.PA
45.33%
30.87%
53.10%
59.09%
26.18%
9.70%
URTH
0.64%
-2.58%
4.91%
12.40%
13.51%
9.96%
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Risk-Adjusted Performance
AM.PA vs. URTH — Risk-Adjusted Performance Rank
AM.PA
URTH
AM.PA vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Aviation SA (AM.PA) and iShares MSCI World ETF (URTH). 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
AM.PA vs. URTH - Dividend Comparison
AM.PA's dividend yield for the trailing twelve months is around 1.18%, less than URTH's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM.PA Dassault Aviation SA | 1.18% | 1.71% | 1.67% | 1.57% | 1.29% | 0.00% | 1.81% | 1.26% | 0.93% | 1.14% | 0.87% | 0.84% |
URTH iShares MSCI World ETF | 1.49% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
AM.PA vs. URTH - Drawdown Comparison
The maximum AM.PA drawdown since its inception was -62.62%, which is greater than URTH's maximum drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for AM.PA and URTH. For additional features, visit the drawdowns tool.
Volatility
AM.PA vs. URTH - Volatility Comparison
Dassault Aviation SA (AM.PA) has a higher volatility of 17.12% compared to iShares MSCI World ETF (URTH) at 4.83%. This indicates that AM.PA's price experiences larger fluctuations and is considered to be riskier than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.