MODR.DE vs. F701.DE
MODR.DE (iShares Moderate Portfolio UCITS ETF EUR (Acc)) and F701.DE (Amundi Multi-Asset Portfolio UCITS ETF (Dist)) are both Global Allocation funds. Both are actively managed. Over the past 5 years, MODR.DE returned 3.93%/yr vs 6.97%/yr for F701.DE. A 0.63 correlation means they provide meaningful diversification when combined. MODR.DE charges 0.25%/yr vs 0.41%/yr for F701.DE.
Performance
MODR.DE vs. F701.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MODR.DE achieves a 6.71% return, which is significantly lower than F701.DE's 13.63% return.
MODR.DE
- 1D
- 0.15%
- 1M
- 0.29%
- 6M
- 6.54%
- YTD
- 6.71%
- 1Y
- 12.69%
- 3Y*
- 9.29%
- 5Y*
- 3.93%
- 10Y*
- —
F701.DE
- 1D
- 1.11%
- 1M
- 1.29%
- 6M
- 13.08%
- YTD
- 13.63%
- 1Y
- 21.80%
- 3Y*
- 12.59%
- 5Y*
- 6.97%
- 10Y*
- 7.54%
MODR.DE vs. F701.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MODR.DE iShares Moderate Portfolio UCITS ETF EUR (Acc) | 6.71% | 7.37% | 9.34% | 8.76% | -15.49% | 11.65% | 5.35% |
F701.DE Amundi Multi-Asset Portfolio UCITS ETF (Dist) | 13.63% | 10.07% | 10.15% | 7.70% | -9.59% | 16.55% | 5.25% |
Correlation
The correlation between MODR.DE and F701.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2020 | 0.63 |
The correlation between MODR.DE and F701.DE shifts across timeframes, from 0.46 (1 year) to 0.63 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MODR.DE vs. F701.DE — Risk / Return Rank
MODR.DE
F701.DE
MODR.DE vs. F701.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) and Amundi Multi-Asset Portfolio UCITS ETF (Dist) (F701.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.
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.
| MODR.DE | F701.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.30 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 4.34 | -1.89 |
| Martin ratioReturn relative to average drawdown | 10.15 | 16.04 | -5.89 |
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Drawdowns
MODR.DE vs. F701.DE - Drawdown Comparison
The maximum MODR.DE drawdown since its inception was -17.98%, smaller than the maximum F701.DE drawdown of -23.47%. Use the drawdown chart below to compare losses from any high point for MODR.DE and F701.DE.
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Drawdown Indicators
| MODR.DE | F701.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.98% | -23.47% | +5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -5.01% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -10.57% | -14.45% | +3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -14.45% | -3.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.47% | — |
Current DrawdownCurrent decline from peak | -0.44% | 0.00% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -3.29% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.36% | -0.11% |
Volatility
MODR.DE vs. F701.DE - Volatility Comparison
The current volatility for iShares Moderate Portfolio UCITS ETF EUR (Acc) (MODR.DE) is 2.20%, while Amundi Multi-Asset Portfolio UCITS ETF (Dist) (F701.DE) has a volatility of 4.73%. This indicates that MODR.DE experiences smaller price fluctuations and is considered to be less risky than F701.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MODR.DE | F701.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 4.73% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 6.08% | 9.32% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.35% | 12.20% | -4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 12.36% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.27% | 11.68% | -3.41% |
MODR.DE vs. F701.DE - Expense Ratio Comparison
MODR.DE has a 0.25% expense ratio, which is lower than F701.DE's 0.41% expense ratio.
Dividends
MODR.DE vs. F701.DE - Dividend Comparison
MODR.DE has not paid dividends to shareholders, while F701.DE's dividend yield for the trailing twelve months is around 1.16%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
F701.DE Amundi Multi-Asset Portfolio UCITS ETF (Dist) | 1.16% | 1.32% | 1.01% | 2.02% | 1.46% | 0.91% | 1.16% | 0.32% | 0.65% |
MODR.DE iShares Moderate Portfolio UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MODR.DE and F701.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MODR.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MODR.DE is cheaper with a 0.25% expense ratio, compared with 0.41% for F701.DE.
They also come from different issuers: iShares and Amundi. Their fees differ too: 0.25% for MODR.DE and 0.41% for F701.DE.
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