IS3H.DE vs. AMED.DE
IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) and AMED.DE (Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C)) are both Europe Equities funds - IS3H.DE tracks the MSCI EMU Mid Cap while AMED.DE tracks the MSCI EMU ESG Leaders Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, IS3H.DE returned 9.47%/yr vs 9.75%/yr for AMED.DE. Their correlation of 0.91 suggests significant overlap in exposure. IS3H.DE charges 0.49%/yr vs 0.25%/yr for AMED.DE.
Performance
IS3H.DE vs. AMED.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IS3H.DE achieves a 9.28% return, which is significantly lower than AMED.DE's 16.87% return. Both investments have delivered pretty close results over the past 10 years, with IS3H.DE having a 9.47% annualized return and AMED.DE not far ahead at 9.75%.
IS3H.DE
- 1D
- 0.47%
- 1M
- 2.04%
- YTD
- 9.28%
- 6M
- 11.50%
- 1Y
- 17.53%
- 3Y*
- 18.25%
- 5Y*
- 9.27%
- 10Y*
- 9.47%
AMED.DE
- 1D
- 0.51%
- 1M
- 7.96%
- YTD
- 16.87%
- 6M
- 18.54%
- 1Y
- 26.45%
- 3Y*
- 16.11%
- 5Y*
- 10.41%
- 10Y*
- 9.75%
IS3H.DE vs. AMED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 9.28% | 30.84% | 11.73% | 8.69% | -14.80% | 15.42% | 3.89% | 29.25% | -15.98% | 19.16% |
AMED.DE Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) | 16.87% | 20.15% | 5.95% | 16.68% | -10.71% | 20.90% | -1.35% | 27.22% | -12.98% | 11.86% |
Correlation
The correlation between IS3H.DE and AMED.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2013 | 0.91 |
The correlation between IS3H.DE and AMED.DE has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IS3H.DE vs. AMED.DE — Risk / Return Rank
IS3H.DE
AMED.DE
IS3H.DE vs. AMED.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) and Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.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.
| IS3H.DE | AMED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.49 | -0.34 |
| Martin ratioReturn relative to average drawdown | 7.71 | 9.40 | -1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IS3H.DE | AMED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.74 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.65 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.57 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.09 |
Drawdowns
IS3H.DE vs. AMED.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.63%, roughly equal to the maximum AMED.DE drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and AMED.DE.
Loading charts...
Drawdown Indicators
| IS3H.DE | AMED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.63% | -38.35% | +0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -10.56% | +2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -14.21% | -14.07% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -24.06% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | -38.35% | +0.72% |
Current DrawdownCurrent decline from peak | -1.34% | -0.17% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -6.69% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.81% | -0.54% |
Volatility
IS3H.DE vs. AMED.DE - Volatility Comparison
The current volatility for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) is 3.33%, while Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) has a volatility of 5.61%. This indicates that IS3H.DE experiences smaller price fluctuations and is considered to be less risky than AMED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IS3H.DE | AMED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.61% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 12.64% | -2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 15.19% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 15.87% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 17.00% | -0.85% |
IS3H.DE vs. AMED.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is higher than AMED.DE's 0.25% expense ratio.
Dividends
IS3H.DE vs. AMED.DE - Dividend Comparison
Neither IS3H.DE nor AMED.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3H.DE and AMED.DE have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AMED.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AMED.DE is cheaper with a 0.25% expense ratio, compared with 0.49% for IS3H.DE.
IS3H.DE tracks MSCI EMU Mid Cap, while AMED.DE tracks MSCI EMU ESG Leaders Select 5% Issuer Capped. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.49% for IS3H.DE and 0.25% for AMED.DE.
Find the right allocation for IS3H.DE and AMED.DE
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