AMEW.DE vs. AUM5.DE
Compare and contrast key facts about Amundi MSCI World UCITS ETF EUR (AMEW.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.DE).
AMEW.DE and AUM5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMEW.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World. It was launched on Apr 18, 2018. AUM5.DE is a passively managed fund by Amundi that tracks the performance of the S&P 500®. It was launched on Mar 22, 2018. Both AMEW.DE and AUM5.DE 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: AMEW.DE or AUM5.DE.
Correlation
The correlation between AMEW.DE and AUM5.DE is 0.56, 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
AMEW.DE vs. AUM5.DE - Performance Comparison
Key characteristics
AMEW.DE:
0.34
AUM5.DE:
0.32
AMEW.DE:
0.53
AUM5.DE:
0.52
AMEW.DE:
1.08
AUM5.DE:
1.08
AMEW.DE:
0.25
AUM5.DE:
0.24
AMEW.DE:
0.94
AUM5.DE:
0.84
AMEW.DE:
5.89%
AUM5.DE:
6.77%
AMEW.DE:
16.96%
AUM5.DE:
18.41%
AMEW.DE:
-33.73%
AUM5.DE:
-33.66%
AMEW.DE:
-11.51%
AUM5.DE:
-14.04%
Returns By Period
In the year-to-date period, AMEW.DE achieves a -7.12% return, which is significantly higher than AUM5.DE's -10.58% return. Over the past 10 years, AMEW.DE has underperformed AUM5.DE with an annualized return of 9.14%, while AUM5.DE has yielded a comparatively higher 12.40% annualized return.
AMEW.DE
-7.12%
7.48%
-5.32%
5.71%
13.13%
9.14%
AUM5.DE
-10.58%
6.42%
-8.23%
5.85%
14.84%
12.40%
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AMEW.DE vs. AUM5.DE - Expense Ratio Comparison
AMEW.DE has a 0.38% expense ratio, which is higher than AUM5.DE's 0.15% expense ratio.
Risk-Adjusted Performance
AMEW.DE vs. AUM5.DE — Risk-Adjusted Performance Rank
AMEW.DE
AUM5.DE
AMEW.DE vs. AUM5.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World UCITS ETF EUR (AMEW.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.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.
Dividends
AMEW.DE vs. AUM5.DE - Dividend Comparison
Neither AMEW.DE nor AUM5.DE has paid dividends to shareholders.
Drawdowns
AMEW.DE vs. AUM5.DE - Drawdown Comparison
The maximum AMEW.DE drawdown since its inception was -33.73%, roughly equal to the maximum AUM5.DE drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for AMEW.DE and AUM5.DE. For additional features, visit the drawdowns tool.
Volatility
AMEW.DE vs. AUM5.DE - Volatility Comparison
The current volatility for Amundi MSCI World UCITS ETF EUR (AMEW.DE) is 10.69%, while Amundi S&P 500 UCITS ETF EUR (AUM5.DE) has a volatility of 11.33%. This indicates that AMEW.DE experiences smaller price fluctuations and is considered to be less risky than AUM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.