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HMWO.L vs. HMUD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HMWO.L vs. HMUD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in HSBC MSCI World UCITS ETF (HMWO.L) and HSBC MSCI USA UCITS ETF (HMUD.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

The year-to-date returns for both stocks are quite close, with HMWO.L having a 9.53% return and HMUD.L slightly lower at 9.40%. Over the past 10 years, HMWO.L has underperformed HMUD.L with an annualized return of 12.15%, while HMUD.L has yielded a comparatively higher 15.45% annualized return.


HMWO.L

1D
0.16%
1M
5.13%
YTD
9.53%
6M
9.79%
1Y
25.75%
3Y*
16.04%
5Y*
11.42%
10Y*
12.15%

HMUD.L

1D
0.81%
1M
5.73%
YTD
9.40%
6M
8.96%
1Y
23.25%
3Y*
17.49%
5Y*
13.48%
10Y*
15.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HMWO.L vs. HMUD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HMWO.L
HSBC MSCI World UCITS ETF
9.53%11.10%19.31%15.79%-10.00%22.25%10.57%20.88%-5.47%9.85%
HMUD.L
HSBC MSCI USA UCITS ETF
9.40%5.78%27.24%21.09%-10.74%28.57%17.17%25.51%-0.13%11.05%

Correlation

The correlation between HMWO.L and HMUD.L is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

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

0.89

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

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2010

0.84

The correlation between HMWO.L and HMUD.L has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.

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Return for Risk

HMWO.L vs. HMUD.L — Risk / Return Rank

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

HMWO.L
HMWO.L Risk / Return Rank: 7878
Overall Rank
HMWO.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
HMWO.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
HMWO.L Omega Ratio Rank: 8080
Omega Ratio Rank
HMWO.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
HMWO.L Martin Ratio Rank: 7878
Martin Ratio Rank

HMUD.L
HMUD.L Risk / Return Rank: 6161
Overall Rank
HMUD.L Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
HMUD.L Sortino Ratio Rank: 6767
Sortino Ratio Rank
HMUD.L Omega Ratio Rank: 6060
Omega Ratio Rank
HMUD.L Calmar Ratio Rank: 5555
Calmar Ratio Rank
HMUD.L Martin Ratio Rank: 6565
Martin Ratio Rank
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.

HMWO.L vs. HMUD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI World UCITS ETF (HMWO.L) and HSBC MSCI USA UCITS ETF (HMUD.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.


HMWO.LHMUD.LDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.62

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

3.82

3.41

+0.41

Martin ratioReturn relative to average drawdown

15.06

12.02

+3.03

HMWO.L vs. HMUD.L - Sharpe Ratio Comparison

The current HMWO.L Sharpe Ratio is 2.50, which is comparable to the HMUD.L Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of HMWO.L and HMUD.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HMWO.LHMUD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.50

2.04

+0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.87

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.93

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.95

-0.24

Drawdowns

HMWO.L vs. HMUD.L - Drawdown Comparison

The maximum HMWO.L drawdown since its inception was -25.48%, roughly equal to the maximum HMUD.L drawdown of -26.43%. Use the drawdown chart below to compare losses from any high point for HMWO.L and HMUD.L.


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Drawdown Indicators


HMWO.LHMUD.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.48%

-26.43%

+0.95%

Max Drawdown (1Y)

Largest decline over 1 year

-6.71%

-6.80%

+0.09%

Max Drawdown (3Y)

Largest decline over 3 years

-19.01%

-21.51%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-19.01%

-21.51%

+2.50%

Max Drawdown (10Y)

Largest decline over 10 years

-25.48%

-26.43%

+0.95%

Current Drawdown

Current decline from peak

-0.13%

0.00%

-0.13%

Average Drawdown

Average peak-to-trough decline

-4.07%

-3.54%

-0.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

1.93%

-0.22%

Volatility

HMWO.L vs. HMUD.L - Volatility Comparison

The current volatility for HSBC MSCI World UCITS ETF (HMWO.L) is 2.54%, while HSBC MSCI USA UCITS ETF (HMUD.L) has a volatility of 3.33%. This indicates that HMWO.L experiences smaller price fluctuations and is considered to be less risky than HMUD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HMWO.LHMUD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.54%

3.33%

-0.79%

Volatility (6M)

Calculated over the trailing 6-month period

7.34%

8.31%

-0.97%

Volatility (1Y)

Calculated over the trailing 1-year period

10.26%

11.33%

-1.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.28%

15.54%

-2.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.47%

16.58%

-2.11%

HMWO.L vs. HMUD.L - Expense Ratio Comparison

HMWO.L has a 0.15% expense ratio, which is lower than HMUD.L's 0.30% expense ratio.


Dividends

HMWO.L vs. HMUD.L - Dividend Comparison

HMWO.L's dividend yield for the trailing twelve months is around 0.01%, less than HMUD.L's 0.91% yield.


PositionTTM20252024202320222021202020192018201720162015
HMUD.L
HSBC MSCI USA UCITS ETF
0.91%0.95%0.82%0.97%1.07%0.78%1.11%1.22%1.45%1.24%1.43%1.43%
HMWO.L
HSBC MSCI World UCITS ETF
0.01%0.01%0.01%0.02%0.02%0.01%0.02%0.02%0.02%0.02%0.02%0.02%

Frequently Asked Questions


HMWO.L and HMUD.L have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HMWO.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HMWO.L is cheaper with a 0.15% expense ratio, compared with 0.30% for HMUD.L.

HMWO.L is categorized as Global Equities, while HMUD.L is Large Cap Blend Equities. HMWO.L tracks MSCI ACWI NR USD, while HMUD.L tracks Russell 1000 TR USD. Their fees differ too: 0.15% for HMWO.L and 0.30% for HMUD.L.

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