ARSOX vs. MXWS.L
Compare and contrast key facts about Aristotle/Saul Global Equity Fund (ARSOX) and Invesco MSCI World UCITS ETF (MXWS.L).
ARSOX is managed by Aristotle. It was launched on Mar 29, 2012. MXWS.L is a passively managed fund by Invesco that tracks the performance of the MSCI ACWI NR USD. It was launched on Apr 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSOX or MXWS.L.
Key characteristics
| ARSOX | MXWS.L |
|---|
Correlation
The correlation between ARSOX and MXWS.L is 0.51, 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
ARSOX vs. MXWS.L - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARSOX vs. MXWS.L - Expense Ratio Comparison
ARSOX has a 0.80% expense ratio, which is higher than MXWS.L's 0.19% expense ratio.
Risk-Adjusted Performance
ARSOX vs. MXWS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle/Saul Global Equity Fund (ARSOX) and Invesco MSCI World UCITS ETF (MXWS.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.
Dividends
ARSOX vs. MXWS.L - Dividend Comparison
Neither ARSOX nor MXWS.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSOX Aristotle/Saul Global Equity Fund | 7.06% | 7.06% | 5.22% | 2.52% | 5.15% | 105.57% | 12.15% | 0.53% | 0.65% | 1.34% | 1.44% | 2.85% |
MXWS.L Invesco MSCI World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARSOX vs. MXWS.L - Drawdown Comparison
Volatility
ARSOX vs. MXWS.L - Volatility Comparison
The current volatility for Aristotle/Saul Global Equity Fund (ARSOX) is 0.00%, while Invesco MSCI World UCITS ETF (MXWS.L) has a volatility of 4.04%. This indicates that ARSOX experiences smaller price fluctuations and is considered to be less risky than MXWS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.