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MWON.DE vs. ETLZ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MWON.DE vs. ETLZ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.DE) and L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (ETLZ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with MWON.DE having a 22.25% return and ETLZ.DE slightly lower at 21.58%.


MWON.DE

1D
0.00%
1M
4.82%
6M
15.58%
YTD
22.25%
1Y
29.25%
3Y*
12.18%
5Y*
10Y*

ETLZ.DE

1D
-1.18%
1M
2.00%
6M
13.39%
YTD
21.58%
1Y
33.22%
3Y*
14.56%
5Y*
9.05%
10Y*
10.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MWON.DE vs. ETLZ.DE - Yearly Performance Comparison


2026 (YTD)202520242023
MWON.DE
Amundi S&P SmallCap 600 ESG UCITS ETF Dist
22.25%-7.40%13.62%11.98%
ETLZ.DE
L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc
21.58%0.32%15.12%12.76%

Correlation

The correlation between MWON.DE and ETLZ.DE is 0.89, 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

0.89

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jan 20, 2023

0.93

The correlation between MWON.DE and ETLZ.DE has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.

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Return for Risk

MWON.DE vs. ETLZ.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MWON.DE
MWON.DE Risk / Return Rank: 4343
Overall Rank
MWON.DE Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
MWON.DE Sortino Ratio Rank: 4141
Sortino Ratio Rank
MWON.DE Omega Ratio Rank: 6666
Omega Ratio Rank
MWON.DE Calmar Ratio Rank: 3939
Calmar Ratio Rank
MWON.DE Martin Ratio Rank: 3030
Martin Ratio Rank

ETLZ.DE
ETLZ.DE Risk / Return Rank: 8686
Overall Rank
ETLZ.DE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ETLZ.DE Sortino Ratio Rank: 8484
Sortino Ratio Rank
ETLZ.DE Omega Ratio Rank: 7979
Omega Ratio Rank
ETLZ.DE Calmar Ratio Rank: 9393
Calmar Ratio Rank
ETLZ.DE Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MWON.DE vs. ETLZ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.DE) and L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (ETLZ.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.


MWON.DEETLZ.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.01

Sortino ratioReturn per unit of downside risk

-1.21

Omega ratioGain probability vs. loss probability

1.30

1.35

-0.05

Calmar ratioReturn relative to maximum drawdown

1.56

4.69

-3.14

Martin ratioReturn relative to average drawdown

3.21

14.08

-10.87

MWON.DE vs. ETLZ.DE - Sharpe Ratio Comparison

The current MWON.DE Sharpe Ratio is 1.05, which is lower than the ETLZ.DE Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of MWON.DE and ETLZ.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MWON.DE vs. ETLZ.DE - Drawdown Comparison

The maximum MWON.DE drawdown since its inception was -32.39%, smaller than the maximum ETLZ.DE drawdown of -58.36%. Use the drawdown chart below to compare losses from any high point for MWON.DE and ETLZ.DE.


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Drawdown Indicators


MWON.DEETLZ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.39%

-58.36%

+25.97%

Max Drawdown (1Y)

Largest decline over 1 year

-18.78%

-7.04%

-11.74%

Max Drawdown (3Y)

Largest decline over 3 years

-32.39%

-31.34%

-1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-31.34%

Max Drawdown (10Y)

Largest decline over 10 years

-41.01%

Current Drawdown

Current decline from peak

-0.52%

-2.09%

+1.57%

Average Drawdown

Average peak-to-trough decline

-9.66%

-10.70%

+1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.12%

2.35%

+6.77%

Volatility

MWON.DE vs. ETLZ.DE - Volatility Comparison

Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.DE) has a higher volatility of 4.62% compared to L&G Russell 2000 US Small Cap Quality UCITS ETF USD Acc (ETLZ.DE) at 4.38%. This indicates that MWON.DE's price experiences larger fluctuations and is considered to be riskier than ETLZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MWON.DEETLZ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.62%

4.38%

+0.24%

Volatility (6M)

Calculated over the trailing 6-month period

12.25%

11.12%

+1.13%

Volatility (1Y)

Calculated over the trailing 1-year period

27.94%

16.39%

+11.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.92%

19.97%

+2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.92%

21.00%

+1.92%

MWON.DE vs. ETLZ.DE - Expense Ratio Comparison

MWON.DE has a 0.35% expense ratio, which is higher than ETLZ.DE's 0.30% expense ratio.


Dividends

MWON.DE vs. ETLZ.DE - Dividend Comparison

MWON.DE's dividend yield for the trailing twelve months is around 0.86%, while ETLZ.DE has not paid dividends to shareholders.


Frequently Asked Questions


MWON.DE and ETLZ.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ETLZ.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ETLZ.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for MWON.DE.

MWON.DE tracks S&P SmallCap 600 ESG+, while ETLZ.DE tracks Russell 2000 0.4 Quality Target Exposure Factor Net Tax Index. They also come from different issuers: Amundi and L&G. Their fees differ too: 0.35% for MWON.DE and 0.30% for ETLZ.DE.

Portfolio Optimizer

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