LCUW.DE vs. MOAT.L
Compare and contrast key facts about Amundi MSCI World V UCITS ETF Acc (LCUW.DE) and VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L).
LCUW.DE and MOAT.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCUW.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World. It was launched on Feb 28, 2018. MOAT.L is a passively managed fund by VanEck that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 16, 2015. Both LCUW.DE and MOAT.L 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: LCUW.DE or MOAT.L.
Key characteristics
| LCUW.DE | MOAT.L | |
|---|---|---|
| YTD Return | 25.35% | 15.75% |
| 1Y Return | 32.66% | 30.69% |
| 3Y Return (Ann) | 9.56% | 3.52% |
| 5Y Return (Ann) | 13.13% | 10.57% |
| Sharpe Ratio | 2.96 | 2.34 |
| Sortino Ratio | 3.97 | 3.24 |
| Omega Ratio | 1.62 | 1.41 |
| Calmar Ratio | 3.92 | 2.02 |
| Martin Ratio | 18.74 | 11.12 |
| Ulcer Index | 1.71% | 2.45% |
| Daily Std Dev | 10.80% | 11.90% |
| Max Drawdown | -33.66% | -32.78% |
| Current Drawdown | -0.32% | -0.34% |
Correlation
The correlation between LCUW.DE and MOAT.L is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCUW.DE vs. MOAT.L - Performance Comparison
In the year-to-date period, LCUW.DE achieves a 25.35% return, which is significantly higher than MOAT.L's 15.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCUW.DE vs. MOAT.L - Expense Ratio Comparison
LCUW.DE has a 0.12% expense ratio, which is lower than MOAT.L's 0.49% expense ratio.
Risk-Adjusted Performance
LCUW.DE vs. MOAT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World V UCITS ETF Acc (LCUW.DE) and VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.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.
Dividends
LCUW.DE vs. MOAT.L - Dividend Comparison
Neither LCUW.DE nor MOAT.L has paid dividends to shareholders.
Drawdowns
LCUW.DE vs. MOAT.L - Drawdown Comparison
The maximum LCUW.DE drawdown since its inception was -33.66%, roughly equal to the maximum MOAT.L drawdown of -32.78%. Use the drawdown chart below to compare losses from any high point for LCUW.DE and MOAT.L. For additional features, visit the drawdowns tool.
Volatility
LCUW.DE vs. MOAT.L - Volatility Comparison
Amundi MSCI World V UCITS ETF Acc (LCUW.DE) has a higher volatility of 3.05% compared to VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L) at 2.89%. This indicates that LCUW.DE's price experiences larger fluctuations and is considered to be riskier than MOAT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.