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AMEM.DE vs. AE5A.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AMEM.DE vs. AE5A.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi MSCI Emerging Markets UCITS ETF EUR (AMEM.DE) and Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with AMEM.DE having a 27.34% return and AE5A.DE slightly higher at 27.41%. Both investments have delivered pretty close results over the past 10 years, with AMEM.DE having a 9.86% annualized return and AE5A.DE not far ahead at 9.98%.


AMEM.DE

1D
-1.57%
1M
5.93%
YTD
27.34%
6M
29.35%
1Y
49.79%
3Y*
20.85%
5Y*
8.42%
10Y*
9.86%

AE5A.DE

1D
-1.54%
1M
6.05%
YTD
27.41%
6M
29.44%
1Y
49.88%
3Y*
20.90%
5Y*
8.49%
10Y*
9.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AMEM.DE vs. AE5A.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AMEM.DE
Amundi MSCI Emerging Markets UCITS ETF EUR
27.34%19.31%13.70%5.24%-13.78%3.95%6.30%21.51%-11.20%20.75%
AE5A.DE
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist
27.41%19.26%14.36%5.58%-14.19%4.19%7.49%21.04%-11.21%20.83%

Correlation

The correlation between AMEM.DE and AE5A.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

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

0.99

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

0.97

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

0.98

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2011

0.98

The correlation between AMEM.DE and AE5A.DE has been stable across timeframes, ranging from 0.97 to 1.00 - a consistent structural relationship.

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Return for Risk

AMEM.DE vs. AE5A.DE — Risk / Return Rank

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

AMEM.DE
AMEM.DE Risk / Return Rank: 8585
Overall Rank
AMEM.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
AMEM.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
AMEM.DE Omega Ratio Rank: 8484
Omega Ratio Rank
AMEM.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
AMEM.DE Martin Ratio Rank: 8484
Martin Ratio Rank

AE5A.DE
AE5A.DE Risk / Return Rank: 8585
Overall Rank
AE5A.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
AE5A.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
AE5A.DE Omega Ratio Rank: 8585
Omega Ratio Rank
AE5A.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
AE5A.DE Martin Ratio Rank: 8585
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.

AMEM.DE vs. AE5A.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Emerging Markets UCITS ETF EUR (AMEM.DE) and Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.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.


AMEM.DEAE5A.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.51

1.50

0.00

Calmar ratioReturn relative to maximum drawdown

4.65

4.80

-0.15

Martin ratioReturn relative to average drawdown

16.89

17.35

-0.46

AMEM.DE vs. AE5A.DE - Sharpe Ratio Comparison

The current AMEM.DE Sharpe Ratio is 2.80, which is comparable to the AE5A.DE Sharpe Ratio of 2.79. The chart below compares the historical Sharpe Ratios of AMEM.DE and AE5A.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


AMEM.DEAE5A.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.80

2.79

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.51

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.53

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.42

-0.08

Drawdowns

AMEM.DE vs. AE5A.DE - Drawdown Comparison

The maximum AMEM.DE drawdown since its inception was -35.87%, roughly equal to the maximum AE5A.DE drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for AMEM.DE and AE5A.DE.


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Drawdown Indicators


AMEM.DEAE5A.DEDifference

Max Drawdown

Largest peak-to-trough decline

-35.87%

-36.16%

+0.29%

Max Drawdown (1Y)

Largest decline over 1 year

-10.65%

-10.34%

-0.31%

Max Drawdown (3Y)

Largest decline over 3 years

-19.22%

-19.22%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-23.53%

-23.47%

-0.06%

Max Drawdown (10Y)

Largest decline over 10 years

-31.93%

-32.24%

+0.31%

Current Drawdown

Current decline from peak

-2.62%

-2.56%

-0.06%

Average Drawdown

Average peak-to-trough decline

-10.29%

-9.72%

-0.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

2.87%

+0.07%

Volatility

AMEM.DE vs. AE5A.DE - Volatility Comparison

Amundi MSCI Emerging Markets UCITS ETF EUR (AMEM.DE) and Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.DE) have volatilities of 7.41% and 7.32%, 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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Volatility by Period


AMEM.DEAE5A.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.41%

7.32%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

15.02%

14.97%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

17.74%

17.82%

-0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.70%

17.23%

-0.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.28%

19.05%

-0.77%

AMEM.DE vs. AE5A.DE - Expense Ratio Comparison

AMEM.DE has a 0.20% expense ratio, which is higher than AE5A.DE's 0.14% 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%.


Dividends

AMEM.DE vs. AE5A.DE - Dividend Comparison

AMEM.DE has not paid dividends to shareholders, while AE5A.DE's dividend yield for the trailing twelve months is around 1.69%.


PositionTTM20252024202320222021202020192018
AE5A.DE
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist
1.69%2.15%3.38%3.80%2.44%1.62%1.71%2.01%2.17%
AMEM.DE
Amundi MSCI Emerging Markets UCITS ETF EUR
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 1.00, AMEM.DE and AE5A.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, AE5A.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AE5A.DE is cheaper with a 0.14% expense ratio, compared with 0.20% for AMEM.DE.

AMEM.DE tracks MSCI Emerging Markets, while AE5A.DE tracks MSCI Emerging Markets Index. Their fees differ too: 0.20% for AMEM.DE and 0.14% for AE5A.DE.

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