CB5.L vs. MWRD.L

Last updated Jun 5, 2026

CB5.L (Amundi ETF MSCI Europe Banks UCITS ETF) and MWRD.L (Amundi Index MSCI World) are both exchange-traded funds - CB5.L is a Financials Equities fund tracking the MSCI World/Financials NR USD, while MWRD.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. CB5.L charges 0.25%/yr vs 0.08%/yr for MWRD.L.

Performance

CB5.L vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CB5.L

• 1D: 0.41%
• 1M: 6.43%
• YTD: 6.56%
• 6M: 13.41%
• 1Y: 44.85%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MWRD.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CB5.L vs. MWRD.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CB5.L Amundi ETF MSCI Europe Banks UCITS ETF	6.56%	83.78%	6.12%
MWRD.L Amundi Index MSCI World	0.00%	0.00%	0.00%

CB5.L vs. MWRD.L - Sectors Allocation Comparison

Sectors	CB5.L	MWRD.L
Financial Services	55.4%	14.7%
Technology	24.7%	24.7%
Industrials	15.3%	10.6%
Healthcare	2.5%	12.4%
Consumer Defensive	2.4%	6.7%
Consumer Cyclical	2.3%	10.5%
Basic Materials	2.2%	3.8%
Energy	1.8%	4.4%
Utilities	0.4%	2.4%
Communication Services	0.2%	7.5%
Real Estate	-	2.4%

Return for Risk

CB5.L vs. MWRD.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CB5.L

CB5.L Risk / Return Rank: 60
CB5.L Sharpe Ratio Rank: 63
CB5.L Sortino Ratio Rank: 60
CB5.L Omega Ratio Rank: 57
CB5.L Calmar Ratio Rank: 60
CB5.L Martin Ratio Rank: 59

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.

CB5.L vs. MWRD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI Europe Banks UCITS ETF (CB5.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.

	CB5.L	MWRD.L	Difference
Sharpe ratio: Return per unit of total volatility	2.09	—	—
Sortino ratio: Return per unit of downside risk	2.81	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.94	—	—
Martin ratio: Return relative to average drawdown	10.36	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CB5.L	MWRD.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.09	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.03	—	—

Drawdowns

Drawdown Indicators

	CB5.L	MWRD.L	Difference
Max Drawdown Largest peak-to-trough decline	-17.55%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.17%	—	—
Current Drawdown Current decline from peak	-1.20%	—	—
Average Drawdown Average peak-to-trough decline	-2.47%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.32%	—	—

Volatility

Volatility by Period

	CB5.L	MWRD.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.12%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.41%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.79%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.79%	—	—

CB5.L vs. MWRD.L - Expense Ratio Comparison

CB5.L has a 0.25% 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

CB5.L vs. MWRD.L - Dividend Comparison

Neither CB5.L nor MWRD.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Which ETF is better, CB5.L or MWRD.L?

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.

Which ETF is cheaper, CB5.L or MWRD.L?

MWRD.L is cheaper with a 0.08% expense ratio, compared with 0.25% for CB5.L.

What is the main difference between CB5.L and MWRD.L?

CB5.L is categorized as Financials Equities, while MWRD.L is Global Equities. CB5.L tracks MSCI World/Financials NR USD, while MWRD.L tracks MSCI ACWI NR USD. Their fees differ too: 0.25% for CB5.L and 0.08% for MWRD.L.