INRG.L vs. WDNR.DE
Compare and contrast key facts about iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and Amundi Global BioEnergy ESG Screened UCITS ETF EUR Acc (WDNR.DE).
INRG.L and WDNR.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INRG.L is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy TR USD. It was launched on Jul 9, 2007. WDNR.DE is a passively managed fund by Amundi that tracks the performance of the Bloomberg BioEnergy ESG. It was launched on Jan 31, 2018. Both INRG.L and WDNR.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INRG.L or WDNR.DE.
Key characteristics
| INRG.L | WDNR.DE | |
|---|---|---|
| YTD Return | -9.65% | 0.09% |
| 1Y Return | -25.00% | 5.78% |
| 3Y Return (Ann) | -9.16% | 19.69% |
| 5Y Return (Ann) | 8.52% | 7.39% |
| 10Y Return (Ann) | 8.32% | 3.45% |
| Sharpe Ratio | -1.04 | 0.23 |
| Daily Std Dev | 23.65% | 13.71% |
| Max Drawdown | -84.98% | -62.27% |
| Current Drawdown | -53.68% | -12.74% |
Correlation
The correlation between INRG.L and WDNR.DE is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
INRG.L vs. WDNR.DE - Performance Comparison
In the year-to-date period, INRG.L achieves a -9.65% return, which is significantly lower than WDNR.DE's 0.09% return. Over the past 10 years, INRG.L has outperformed WDNR.DE with an annualized return of 8.32%, while WDNR.DE has yielded a comparatively lower 3.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
INRG.L vs. WDNR.DE - Expense Ratio Comparison
INRG.L has a 0.65% expense ratio, which is higher than WDNR.DE's 0.35% expense ratio.
Risk-Adjusted Performance
INRG.L vs. WDNR.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) and Amundi Global BioEnergy ESG Screened UCITS ETF EUR Acc (WDNR.DE). 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
INRG.L vs. WDNR.DE - Dividend Comparison
INRG.L's dividend yield for the trailing twelve months is around 0.01%, while WDNR.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INRG.L iShares Global Clean Energy UCITS ETF USD (Dist) | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.02% | 0.04% | 0.04% | 0.04% | 0.04% | 0.03% | 0.03% |
WDNR.DE Amundi Global BioEnergy ESG Screened UCITS ETF EUR Acc | 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
INRG.L vs. WDNR.DE - Drawdown Comparison
The maximum INRG.L drawdown since its inception was -84.98%, which is greater than WDNR.DE's maximum drawdown of -62.27%. Use the drawdown chart below to compare losses from any high point for INRG.L and WDNR.DE. For additional features, visit the drawdowns tool.
Volatility
INRG.L vs. WDNR.DE - Volatility Comparison
iShares Global Clean Energy UCITS ETF USD (Dist) (INRG.L) has a higher volatility of 5.66% compared to Amundi Global BioEnergy ESG Screened UCITS ETF EUR Acc (WDNR.DE) at 3.04%. This indicates that INRG.L's price experiences larger fluctuations and is considered to be riskier than WDNR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.