ANXU.L vs. XDWF.DE
ANXU.L (Amundi Nasdaq-100 UCITS USD) and XDWF.DE (Xtrackers MSCI World Financials UCITS ETF 1C) are both exchange-traded funds - ANXU.L is a Nasdaq-100 fund tracking the Russell 1000 Growth TR USD, while XDWF.DE is a Financials Equities fund tracking the MSCI World Financials. Both are passively managed. Over the past 10 years, ANXU.L returned 21.70%/yr vs 12.14%/yr for XDWF.DE. At a 0.47 correlation, their price movements are largely independent. ANXU.L charges 0.13%/yr vs 0.25%/yr for XDWF.DE.
Performance
ANXU.L vs. XDWF.DE - Performance Comparison
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Different Trading Currencies
ANXU.L is traded in USD, while XDWF.DE is traded in EUR. To make them comparable, the XDWF.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ANXU.L achieves a 19.66% return, which is significantly higher than XDWF.DE's -0.03% return. Over the past 10 years, ANXU.L has outperformed XDWF.DE with an annualized return of 21.70%, while XDWF.DE has yielded a comparatively lower 12.14% annualized return.
ANXU.L
- 1D
- -0.70%
- 1M
- 6.79%
- YTD
- 19.66%
- 6M
- 18.74%
- 1Y
- 39.57%
- 3Y*
- 28.16%
- 5Y*
- 17.78%
- 10Y*
- 21.70%
XDWF.DE
- 1D
- 2.12%
- 1M
- 0.03%
- YTD
- -0.03%
- 6M
- 4.35%
- 1Y
- 14.38%
- 3Y*
- 24.18%
- 5Y*
- 11.80%
- 10Y*
- 12.14%
ANXU.L vs. XDWF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANXU.L Amundi Nasdaq-100 UCITS USD | 19.66% | 19.86% | 26.74% | 56.50% | -33.24% | 27.83% | 47.17% | 40.88% | -1.76% | 32.21% |
XDWF.DE Xtrackers MSCI World Financials UCITS ETF 1C | -0.03% | 30.23% | 26.41% | 15.97% | -10.11% | 28.49% | -3.31% | 26.39% | -17.97% | 23.65% |
Correlation
The correlation between ANXU.L and XDWF.DE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2016 | 0.47 |
The correlation between ANXU.L and XDWF.DE has been stable across timeframes, ranging from 0.47 to 0.55 - a consistent structural relationship.
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Return for Risk
ANXU.L vs. XDWF.DE — Risk / Return Rank
ANXU.L
XDWF.DE
ANXU.L vs. XDWF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.L) and Xtrackers MSCI World Financials UCITS ETF 1C (XDWF.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.
| ANXU.L | XDWF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.18 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 1.28 | +2.38 |
| Martin ratioReturn relative to average drawdown | 13.14 | 4.27 | +8.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANXU.L | XDWF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 1.02 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.66 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.62 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.62 | +0.57 |
Drawdowns
ANXU.L vs. XDWF.DE - Drawdown Comparison
The maximum ANXU.L drawdown since its inception was -35.13%, smaller than the maximum XDWF.DE drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for ANXU.L and XDWF.DE.
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Drawdown Indicators
| ANXU.L | XDWF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.13% | -43.57% | +8.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -11.19% | +0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -16.23% | -6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -35.13% | -27.64% | -7.49% |
Max Drawdown (10Y)Largest decline over 10 years | -35.13% | -43.57% | +8.44% |
Current DrawdownCurrent decline from peak | -0.77% | -1.68% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -7.81% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.37% | -0.29% |
Volatility
ANXU.L vs. XDWF.DE - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXU.L) has a higher volatility of 5.03% compared to Xtrackers MSCI World Financials UCITS ETF 1C (XDWF.DE) at 3.67%. This indicates that ANXU.L's price experiences larger fluctuations and is considered to be riskier than XDWF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANXU.L | XDWF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 3.67% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 11.06% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 14.15% | +1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 17.78% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 19.51% | +1.64% |
ANXU.L vs. XDWF.DE - Expense Ratio Comparison
ANXU.L has a 0.13% expense ratio, which is lower than XDWF.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ANXU.L vs. XDWF.DE - Dividend Comparison
Neither ANXU.L nor XDWF.DE has paid dividends to shareholders.
Frequently Asked Questions
ANXU.L and XDWF.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXU.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXU.L is cheaper with a 0.13% expense ratio, compared with 0.25% for XDWF.DE.
ANXU.L is categorized as Nasdaq-100, while XDWF.DE is Financials Equities. ANXU.L tracks Russell 1000 Growth TR USD, while XDWF.DE tracks MSCI World Financials. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.13% for ANXU.L and 0.25% for XDWF.DE.
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