PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
ASIU.L vs. MWRD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ASIU.L vs. MWRD.L

Last updated Jun 5, 2026

ASIU.L (Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc) and MWRD.L (Amundi Index MSCI World) are both exchange-traded funds - ASIU.L is a China Equities fund tracking the MSCI China NR USD, while MWRD.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. At a 0.17 correlation, their price movements are largely independent. ASIU.L charges 0.65%/yr vs 0.08%/yr for MWRD.L.

Performance

ASIU.L vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc (ASIU.L) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

ASIU.L is traded in USD, while MWRD.L is traded in GBp. To make them comparable, the MWRD.L values have been converted to USD using the latest available exchange rates.

Returns By Period

ASIU.L

1D
-0.43%
1M
-1.65%
YTD
-6.80%
6M
-8.35%
1Y
5.55%
3Y*
9.71%
5Y*
-6.88%
10Y*
—

MWRD.L

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

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

2026 (YTD)202520242023202220212020201920182017
ASIU.L
Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc		-6.80%36.59%18.62%-16.23%-26.27%-23.38%6.66%4.03%-10.21%-0.98%
MWRD.L
Amundi Index MSCI World		0.00%0.00%-1.64%23.69%-18.69%22.97%15.27%28.71%-9.87%4.21%

Correlation

The correlation between ASIU.L and MWRD.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.04

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

0.15

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2017

0.17

The correlation between ASIU.L and MWRD.L shifts across timeframes, from 0.04 (3 years) to 0.17 (all time), reflecting how their relationship changes across market environments.

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

Sectors
ASIU.L
MWRD.L

Consumer Cyclical

29.8%
10.5%

Communication Services

21.2%
7.5%

Financial Services

19.0%
14.7%

Technology

11.7%
24.7%

Healthcare

5.9%
12.4%

Industrials

4.4%
10.6%

Basic Materials

3.1%
3.8%

Consumer Defensive

2.8%
6.7%

Real Estate

1.5%
2.4%

Utilities

0.6%
2.4%

Energy

0.1%
4.4%

Consumer Cyclical

ASIU.L
29.8%
MWRD.L
10.5%

Communication Services

ASIU.L
21.2%
MWRD.L
7.5%

Financial Services

ASIU.L
19.0%
MWRD.L
14.7%

Technology

ASIU.L
11.7%
MWRD.L
24.7%

Healthcare

ASIU.L
5.9%
MWRD.L
12.4%

Industrials

ASIU.L
4.4%
MWRD.L
10.6%

Basic Materials

ASIU.L
3.1%
MWRD.L
3.8%

Consumer Defensive

ASIU.L
2.8%
MWRD.L
6.7%

Real Estate

ASIU.L
1.5%
MWRD.L
2.4%

Utilities

ASIU.L
0.6%
MWRD.L
2.4%

Energy

ASIU.L
0.1%
MWRD.L
4.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc

Amundi Index MSCI World

Often compared with ASIU.L:
ASIU.L vs. BNKS.LASIU.L vs. LCCN.LASIU.L vs. GLDASIU.L vs. C500.LASIU.L vs. HMCA.LASIU.L vs. FLXC.LASIU.L vs. JRCD.L
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

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ASIU.L
ASIU.L Risk / Return Rank: 1313
Overall Rank
ASIU.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
ASIU.L Sortino Ratio Rank: 1313
Sortino Ratio Rank
ASIU.L Omega Ratio Rank: 1313
Omega Ratio Rank
ASIU.L Calmar Ratio Rank: 1313
Calmar Ratio Rank
ASIU.L Martin Ratio Rank: 1212
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.

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

This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc (ASIU.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.

ASIU.LMWRD.LDifference
Sharpe ratioReturn per unit of total volatility
0.26

—

—

Sortino ratioReturn per unit of downside risk
0.53

—

—

Omega ratioGain probability vs. loss probability

1.06

—

—

Calmar ratioReturn relative to maximum drawdown

0.30

—

—

Martin ratioReturn relative to average drawdown

0.61

—

—

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

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

Loading charts...

Sharpe Ratios by Period

ASIU.LMWRD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.30

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.22

—

—

Drawdowns

ASIU.L vs. MWRD.L - Drawdown Comparison

Loading charts...

Drawdown Indicators

ASIU.LMWRD.LDifference

Max Drawdown

Largest peak-to-trough decline

-64.71%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-18.29%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-27.50%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-58.89%

—

—

Current Drawdown

Current decline from peak

-40.19%

—

—

Average Drawdown

Average peak-to-trough decline

-36.13%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.13%

—

—

Volatility

ASIU.L vs. MWRD.L - Volatility Comparison

Loading charts...

Volatility by Period

ASIU.LMWRD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.90%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

15.55%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

21.39%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.97%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.95%

—

—

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

ASIU.L has a 0.65% expense ratio, which is higher than MWRD.L's 0.08% expense ratio.

Dividends

ASIU.L vs. MWRD.L - Dividend Comparison

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

Tickers have no history of dividend payments

Frequently Asked Questions

ASIU.L and MWRD.L have a correlation of 0.17, 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 0.65% for ASIU.L.

ASIU.L is categorized as China Equities, while MWRD.L is Global Equities. ASIU.L tracks MSCI China NR USD, while MWRD.L tracks MSCI ACWI NR USD. Their fees differ too: 0.65% for ASIU.L and 0.08% for MWRD.L.

Portfolio Optimizer

Find the right allocation for ASIU.L and MWRD.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer