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ANXG.L vs. MWRD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ANXG.L vs. MWRD.L

Last updated Jun 5, 2026

ANXG.L (Amundi Nasdaq-100 UCITS USD) and MWRD.L (Amundi Index MSCI World) are both exchange-traded funds - ANXG.L is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while MWRD.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. A 0.72 correlation means they provide meaningful diversification when combined. ANXG.L charges 0.13%/yr vs 0.08%/yr for MWRD.L.

Performance

ANXG.L vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Amundi Nasdaq-100 UCITS USD (ANXG.L) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

ANXG.L

1D
-0.64%
1M
8.17%
YTD
19.88%
6M
17.66%
1Y
41.02%
3Y*
24.84%
5Y*
19.03%
10Y*
22.61%

MWRD.L

1D
—
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

ANXG.L vs. MWRD.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ANXG.L
Amundi Nasdaq-100 UCITS USD		19.88%11.70%28.70%48.00%-25.42%29.85%43.37%34.20%4.47%10.15%
MWRD.L
Amundi Index MSCI World		0.00%0.00%-1.27%17.50%-9.18%24.39%11.85%23.29%-4.10%6.52%

Correlation

The correlation between ANXG.L and MWRD.L is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.31

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

0.59

Correlation (All Time)
Calculated using the full available price history since Jun 30, 2017

0.72

The correlation between ANXG.L and MWRD.L shifts across timeframes, from 0.31 (3 years) to 0.72 (all time), reflecting how their relationship changes across market environments.

ANXG.L vs. MWRD.L - Sectors Allocation Comparison

Sectors
ANXG.L
MWRD.L

Technology

53.7%
24.7%

Communication Services

15.8%
7.5%

Consumer Cyclical

12.2%
10.5%

Consumer Defensive

7.7%
6.7%

Healthcare

4.2%
12.4%

Industrials

3.1%
10.6%

Utilities

1.4%
2.4%

Basic Materials

1.1%
3.8%

Energy

0.6%
4.4%

Financial Services

0.2%
14.7%

Real Estate

0.1%
2.4%

Technology

ANXG.L
53.7%
MWRD.L
24.7%

Communication Services

ANXG.L
15.8%
MWRD.L
7.5%

Consumer Cyclical

ANXG.L
12.2%
MWRD.L
10.5%

Consumer Defensive

ANXG.L
7.7%
MWRD.L
6.7%

Healthcare

ANXG.L
4.2%
MWRD.L
12.4%

Industrials

ANXG.L
3.1%
MWRD.L
10.6%

Utilities

ANXG.L
1.4%
MWRD.L
2.4%

Basic Materials

ANXG.L
1.1%
MWRD.L
3.8%

Energy

ANXG.L
0.6%
MWRD.L
4.4%

Financial Services

ANXG.L
0.2%
MWRD.L
14.7%

Real Estate

ANXG.L
0.1%
MWRD.L
2.4%

Compare stocks, funds, or ETFs

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Amundi Nasdaq-100 UCITS USD

Amundi Index MSCI World

Often compared with ANXG.L:
ANXG.L vs. QQQANXG.L vs. USTANXG.L vs. EQQQ.LANXG.L vs. LGEN.LANXG.L vs. AEDAXANXG.L vs. JUP.LANXG.L vs. EQQQ.DE
Often compared with MWRD.L:
MWRD.L vs. BRK-BMWRD.L vs. IWDA.ASMWRD.L vs. URTHMWRD.L vs. SWDA.LMWRD.L vs. JEPIMWRD.L vs. ACWIMWRD.L vs. 36BZ.DE

Return for Risk

ANXG.L vs. MWRD.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ANXG.L
ANXG.L Risk / Return Rank: 7878
Overall Rank
ANXG.L Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ANXG.L Sortino Ratio Rank: 8383
Sortino Ratio Rank
ANXG.L Omega Ratio Rank: 8282
Omega Ratio Rank
ANXG.L Calmar Ratio Rank: 7575
Calmar Ratio Rank
ANXG.L Martin Ratio Rank: 6262
Martin Ratio Rank
MWRD.L
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.

ANXG.L vs. MWRD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXG.L) and Amundi Index MSCI World (MWRD.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.

ANXG.LMWRD.LDifference
Sharpe ratioReturn per unit of total volatility
2.85

—

—

Sortino ratioReturn per unit of downside risk
3.67

—

—

Omega ratioGain probability vs. loss probability

1.48

—

—

Calmar ratioReturn relative to maximum drawdown

3.75

—

—

Martin ratioReturn relative to average drawdown

10.95

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ANXG.L vs. MWRD.L - Sharpe Ratio Comparison

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Sharpe Ratios by Period

ANXG.LMWRD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.85

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.17

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.18

—

—

Drawdowns

ANXG.L vs. MWRD.L - Drawdown Comparison

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Drawdown Indicators

ANXG.LMWRD.LDifference

Max Drawdown

Largest peak-to-trough decline

-27.69%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-11.12%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-24.54%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-27.69%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-27.69%

—

—

Current Drawdown

Current decline from peak

-0.64%

—

—

Average Drawdown

Average peak-to-trough decline

-5.35%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

—

—

Volatility

ANXG.L vs. MWRD.L - Volatility Comparison

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Volatility by Period

ANXG.LMWRD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.39%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.62%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.12%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.31%

—

—

ANXG.L vs. MWRD.L - Expense Ratio Comparison

ANXG.L has a 0.13% expense ratio, which is higher than MWRD.L's 0.08% 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

ANXG.L vs. MWRD.L - Dividend Comparison

Neither ANXG.L nor MWRD.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

ANXG.L and MWRD.L have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MWRD.L is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MWRD.L is cheaper with a 0.08% expense ratio, compared with 0.13% for ANXG.L.

ANXG.L is categorized as Nasdaq-100, while MWRD.L is Global Equities. ANXG.L tracks NASDAQ-100 Index, while MWRD.L tracks MSCI ACWI NR USD. Their fees differ too: 0.13% for ANXG.L and 0.08% for MWRD.L.

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