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AMED.DE vs. SXRY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMED.DE vs. SXRY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) and iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AMED.DE achieves a 16.87% return, which is significantly higher than SXRY.DE's 14.40% return. Over the past 10 years, AMED.DE has underperformed SXRY.DE with an annualized return of 9.75%, while SXRY.DE has yielded a comparatively higher 15.00% annualized return.


AMED.DE

1D
0.51%
1M
7.96%
YTD
16.87%
6M
18.54%
1Y
26.45%
3Y*
16.11%
5Y*
10.41%
10Y*
9.75%

SXRY.DE

1D
0.28%
1M
4.91%
YTD
14.40%
6M
18.22%
1Y
30.76%
3Y*
28.94%
5Y*
19.74%
10Y*
15.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMED.DE vs. SXRY.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMED.DE
Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C)
16.87%20.15%5.95%16.68%-10.71%20.90%-1.35%27.22%-12.98%11.86%
SXRY.DE
iShares FTSE MIB UCITS ETF (Acc)
14.40%37.80%18.15%33.34%-9.13%26.71%-4.02%33.22%-14.32%16.72%

Correlation

The correlation between AMED.DE and SXRY.DE is 0.82, 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

0.82

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.86

Correlation (All Time)
Calculated using the full available price history since Mar 12, 2010

0.83

The correlation between AMED.DE and SXRY.DE has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.

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Return for Risk

AMED.DE vs. SXRY.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMED.DE
AMED.DE Risk / Return Rank: 5353
Overall Rank
AMED.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
AMED.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
AMED.DE Omega Ratio Rank: 5353
Omega Ratio Rank
AMED.DE Calmar Ratio Rank: 5151
Calmar Ratio Rank
AMED.DE Martin Ratio Rank: 5555
Martin Ratio Rank

SXRY.DE
SXRY.DE Risk / Return Rank: 5959
Overall Rank
SXRY.DE Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SXRY.DE Sortino Ratio Rank: 5757
Sortino Ratio Rank
SXRY.DE Omega Ratio Rank: 5555
Omega Ratio Rank
SXRY.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
SXRY.DE Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AMED.DE vs. SXRY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) and iShares FTSE MIB UCITS ETF (Acc) (SXRY.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.


AMED.DESXRY.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.10

Omega ratioGain probability vs. loss probability

1.33

1.33

-0.01

Calmar ratioReturn relative to maximum drawdown

2.49

3.16

-0.67

Martin ratioReturn relative to average drawdown

9.40

11.35

-1.95

AMED.DE vs. SXRY.DE - Sharpe Ratio Comparison

The current AMED.DE Sharpe Ratio is 1.74, which is comparable to the SXRY.DE Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of AMED.DE and SXRY.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AMED.DESXRY.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

1.92

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

1.07

-0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.74

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.38

+0.09

Drawdowns

AMED.DE vs. SXRY.DE - Drawdown Comparison

The maximum AMED.DE drawdown since its inception was -38.35%, smaller than the maximum SXRY.DE drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for AMED.DE and SXRY.DE.


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Drawdown Indicators


AMED.DESXRY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-38.35%

-43.59%

+5.24%

Max Drawdown (1Y)

Largest decline over 1 year

-10.56%

-9.69%

-0.87%

Max Drawdown (3Y)

Largest decline over 3 years

-14.07%

-17.61%

+3.54%

Max Drawdown (5Y)

Largest decline over 5 years

-24.06%

-25.00%

+0.94%

Max Drawdown (10Y)

Largest decline over 10 years

-38.35%

-40.81%

+2.46%

Current Drawdown

Current decline from peak

-0.17%

-0.76%

+0.59%

Average Drawdown

Average peak-to-trough decline

-6.69%

-11.63%

+4.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.81%

2.70%

+0.11%

Volatility

AMED.DE vs. SXRY.DE - Volatility Comparison

Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) has a higher volatility of 5.61% compared to iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) at 4.82%. This indicates that AMED.DE's price experiences larger fluctuations and is considered to be riskier than SXRY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AMED.DESXRY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

4.82%

+0.79%

Volatility (6M)

Calculated over the trailing 6-month period

12.64%

12.56%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.19%

15.91%

-0.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.87%

18.28%

-2.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.00%

20.18%

-3.18%

AMED.DE vs. SXRY.DE - Expense Ratio Comparison

AMED.DE has a 0.25% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.


Dividends

AMED.DE vs. SXRY.DE - Dividend Comparison

Neither AMED.DE nor SXRY.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


AMED.DE and SXRY.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AMED.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AMED.DE is cheaper with a 0.25% expense ratio, compared with 0.33% for SXRY.DE.

AMED.DE tracks MSCI EMU ESG Leaders Select 5% Issuer Capped, while SXRY.DE tracks FTSE MIB. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.25% for AMED.DE and 0.33% for SXRY.DE.

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