ANRJ.L vs. SXR8.DE
Compare and contrast key facts about Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
ANRJ.L and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ANRJ.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Energy NR USD. It was launched on Sep 28, 2010. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both ANRJ.L and SXR8.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: ANRJ.L or SXR8.DE.
Correlation
The correlation between ANRJ.L and SXR8.DE is 0.38, 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
ANRJ.L vs. SXR8.DE - Performance Comparison
Key characteristics
ANRJ.L:
0.34
SXR8.DE:
0.31
ANRJ.L:
0.53
SXR8.DE:
0.52
ANRJ.L:
1.07
SXR8.DE:
1.08
ANRJ.L:
0.37
SXR8.DE:
0.24
ANRJ.L:
1.12
SXR8.DE:
0.82
ANRJ.L:
4.34%
SXR8.DE:
6.78%
ANRJ.L:
15.60%
SXR8.DE:
18.38%
ANRJ.L:
-57.08%
SXR8.DE:
-33.78%
ANRJ.L:
-1.88%
SXR8.DE:
-14.12%
Returns By Period
In the year-to-date period, ANRJ.L achieves a 4.19% return, which is significantly higher than SXR8.DE's -10.64% return. Over the past 10 years, ANRJ.L has underperformed SXR8.DE with an annualized return of 9.10%, while SXR8.DE has yielded a comparatively higher 11.84% annualized return.
ANRJ.L
4.19%
9.91%
3.21%
5.39%
20.13%
9.10%
SXR8.DE
-10.64%
6.31%
-8.30%
5.73%
14.66%
11.84%
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ANRJ.L vs. SXR8.DE - Expense Ratio Comparison
ANRJ.L has a 0.25% expense ratio, which is higher than SXR8.DE's 0.12% 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%.
Risk-Adjusted Performance
ANRJ.L vs. SXR8.DE — Risk-Adjusted Performance Rank
ANRJ.L
SXR8.DE
ANRJ.L vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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
ANRJ.L vs. SXR8.DE - Dividend Comparison
Neither ANRJ.L nor SXR8.DE has paid dividends to shareholders.
Drawdowns
ANRJ.L vs. SXR8.DE - Drawdown Comparison
The maximum ANRJ.L drawdown since its inception was -57.08%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for ANRJ.L and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
ANRJ.L vs. SXR8.DE - Volatility Comparison
The current volatility for Amundi ETF MSCI Europe Energy UCITS ETF (ANRJ.L) is 6.45%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 10.69%. This indicates that ANRJ.L experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.