ANRJ.L vs. IESU.L
ANRJ.L (Amundi ETF MSCI Europe Energy UCITS ETF) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both Energy Equities funds - ANRJ.L tracks the MSCI World/Energy NR USD while IESU.L tracks the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 10 years, ANRJ.L returned 13.52%/yr vs 8.50%/yr for IESU.L. A 0.64 correlation means they provide meaningful diversification when combined. ANRJ.L charges 0.25%/yr vs 0.15%/yr for IESU.L.
Performance
ANRJ.L vs. IESU.L - Performance Comparison
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Returns By Period
In the year-to-date period, ANRJ.L achieves a 17.64% return, which is significantly lower than IESU.L's 28.61% return. Over the past 10 years, ANRJ.L has outperformed IESU.L with an annualized return of 13.52%, while IESU.L has yielded a comparatively lower 8.50% annualized return.
ANRJ.L
- 1D
- -0.22%
- 1M
- -5.99%
- 6M
- 6.63%
- YTD
- 17.64%
- 1Y
- 43.48%
- 3Y*
- 29.63%
- 5Y*
- 28.14%
- 10Y*
- 13.52%
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
ANRJ.L vs. IESU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANRJ.L Amundi ETF MSCI Europe Energy UCITS ETF | 17.64% | 43.26% | 10.68% | 9.79% | 44.73% | 26.52% | -27.94% | 3.65% | 0.61% | 9.59% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | 5.37% | -13.39% | -10.01% |
Correlation
The correlation between ANRJ.L and IESU.L is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.64 |
The correlation between ANRJ.L and IESU.L shifts across timeframes, from -0.06 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ANRJ.L vs. IESU.L — Risk / Return Rank
ANRJ.L
IESU.L
ANRJ.L vs. IESU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L) and iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANRJ.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.77 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.26 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.91 | 2.07 | +1.85 |
| Martin ratioReturn relative to average drawdown | 11.34 | 5.01 | +6.33 |
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Drawdowns
ANRJ.L vs. IESU.L - Drawdown Comparison
The maximum ANRJ.L drawdown since its inception was -57.08%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for ANRJ.L and IESU.L.
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Drawdown Indicators
| ANRJ.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.08% | -63.88% | +6.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -17.34% | +6.27% |
Max Drawdown (3Y)Largest decline over 3 years | -13.17% | -26.36% | +13.19% |
Max Drawdown (5Y)Largest decline over 5 years | -19.81% | -26.36% | +6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -57.08% | -62.16% | +5.08% |
Current DrawdownCurrent decline from peak | -11.07% | -10.65% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -13.68% | -20.50% | +6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 7.16% | -3.34% |
Volatility
ANRJ.L vs. IESU.L - Volatility Comparison
The current volatility for Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L) is 5.58%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that ANRJ.L experiences smaller price fluctuations and is considered to be less risky than IESU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANRJ.L | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 7.50% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 21.74% | -7.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.44% | 24.54% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 29.08% | -7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.68% | 29.16% | -4.48% |
ANRJ.L vs. IESU.L - Expense Ratio Comparison
ANRJ.L has a 0.25% expense ratio, which is higher than IESU.L's 0.15% 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
ANRJ.L vs. IESU.L - Dividend Comparison
Neither ANRJ.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
ANRJ.L and IESU.L have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IESU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IESU.L is cheaper with a 0.15% expense ratio, compared with 0.25% for ANRJ.L.
ANRJ.L tracks MSCI World/Energy NR USD, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.25% for ANRJ.L and 0.15% for IESU.L.
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