IESU.L vs. MWOZ.L
IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) and MWOZ.L (Amundi Prime Global UCITS ETF Dist) are both Global Equities funds - IESU.L tracks the iShares S&P 500 Energy Sector UCITS ETF USD (Acc) while MWOZ.L tracks the Solactive GBS Developed Markets Large & Mid Cap Index. Both are passively managed. Over the past year, IESU.L returned 30.64% vs 22.33% for MWOZ.L. At a 0.03 correlation, their price movements are largely independent. IESU.L charges 0.15%/yr vs 0.05%/yr for MWOZ.L.
Performance
IESU.L vs. MWOZ.L - Performance Comparison
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Different Trading Currencies
IESU.L is traded in GBp, while MWOZ.L is traded in GBP. To make them comparable, the MWOZ.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IESU.L achieves a 25.22% return, which is significantly higher than MWOZ.L's 10.79% return.
IESU.L
- 1D
- 0.70%
- 1M
- 1.19%
- 6M
- 16.95%
- YTD
- 25.22%
- 1Y
- 30.64%
- 3Y*
- 13.17%
- 5Y*
- 22.17%
- 10Y*
- 8.35%
MWOZ.L
- 1D
- 0.00%
- 1M
- 0.45%
- 6M
- 9.49%
- YTD
- 10.79%
- 1Y
- 22.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IESU.L vs. MWOZ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 25.22% | -3.58% |
MWOZ.L Amundi Prime Global UCITS ETF Dist | 10.79% | 8.44% |
Correlation
The correlation between IESU.L and MWOZ.L is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.03 |
The correlation between IESU.L and MWOZ.L shifts across timeframes, from -0.15 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IESU.L vs. MWOZ.L — Risk / Return Rank
IESU.L
MWOZ.L
IESU.L vs. MWOZ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) and Amundi Prime Global UCITS ETF Dist (MWOZ.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IESU.L | MWOZ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 3.38 | -1.47 |
| Martin ratioReturn relative to average drawdown | 4.65 | 13.30 | -8.65 |
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Drawdowns
IESU.L vs. MWOZ.L - Drawdown Comparison
The maximum IESU.L drawdown since its inception was -63.88%, which is greater than MWOZ.L's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for IESU.L and MWOZ.L.
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Drawdown Indicators
| IESU.L | MWOZ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.88% | -18.50% | -45.38% |
Max Drawdown (1Y)Largest decline over 1 year | -17.34% | -6.63% | -10.71% |
Max Drawdown (3Y)Largest decline over 3 years | -26.36% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -62.16% | — | — |
Current DrawdownCurrent decline from peak | -13.00% | -0.44% | -12.56% |
Average DrawdownAverage peak-to-trough decline | -20.51% | -2.99% | -17.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.14% | 1.68% | +5.46% |
Volatility
IESU.L vs. MWOZ.L - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a higher volatility of 7.43% compared to Amundi Prime Global UCITS ETF Dist (MWOZ.L) at 2.77%. This indicates that IESU.L's price experiences larger fluctuations and is considered to be riskier than MWOZ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IESU.L | MWOZ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 2.77% | +4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 21.63% | 8.05% | +13.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 10.88% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.07% | 13.82% | +15.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 13.82% | +15.33% |
IESU.L vs. MWOZ.L - Expense Ratio Comparison
IESU.L has a 0.15% expense ratio, which is higher than MWOZ.L's 0.05% 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
IESU.L vs. MWOZ.L - Dividend Comparison
IESU.L has not paid dividends to shareholders, while MWOZ.L's dividend yield for the trailing twelve months is around 1.19%.
| Position | TTM | 2025 |
|---|---|---|
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 0.00% | 0.00% |
MWOZ.L Amundi Prime Global UCITS ETF Dist | 1.19% | 1.60% |
Frequently Asked Questions
IESU.L and MWOZ.L have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MWOZ.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWOZ.L is cheaper with a 0.05% expense ratio, compared with 0.15% for IESU.L.
IESU.L tracks iShares S&P 500 Energy Sector UCITS ETF USD (Acc), while MWOZ.L tracks Solactive GBS Developed Markets Large & Mid Cap Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for IESU.L and 0.05% for MWOZ.L.
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