MWON.DE vs. IUS3.DE
MWON.DE (Amundi S&P SmallCap 600 ESG UCITS ETF Dist) and IUS3.DE (iShares S&P SmallCap 600 UCITS ETF USD (Dist)) are both Small Cap Blend Equities funds - MWON.DE tracks the S&P SmallCap 600 ESG+ while IUS3.DE tracks the S&P SmallCap 600 Index. Both are passively managed. Over the past 3 years, MWON.DE returned 12.18%/yr vs 12.48%/yr for IUS3.DE. With a 0.97 correlation, they move nearly in lockstep. MWON.DE charges 0.35%/yr vs 0.40%/yr for IUS3.DE.
Performance
MWON.DE vs. IUS3.DE - Performance Comparison
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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 IUS3.DE slightly lower at 21.73%.
MWON.DE
- 1D
- 0.00%
- 1M
- 4.82%
- 6M
- 15.58%
- YTD
- 22.25%
- 1Y
- 29.25%
- 3Y*
- 12.18%
- 5Y*
- —
- 10Y*
- —
IUS3.DE
- 1D
- -1.40%
- 1M
- 2.86%
- 6M
- 14.84%
- YTD
- 21.73%
- 1Y
- 31.42%
- 3Y*
- 12.48%
- 5Y*
- 7.86%
- 10Y*
- 9.75%
MWON.DE vs. IUS3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
MWON.DE Amundi S&P SmallCap 600 ESG UCITS ETF Dist | 22.25% | -7.40% | 13.62% | 11.98% |
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 21.73% | -4.35% | 12.84% | 10.35% |
Correlation
The correlation between MWON.DE and IUS3.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 20, 2023 | 0.97 |
The correlation between MWON.DE and IUS3.DE has been stable across timeframes, ranging from 0.96 to 0.97 - a consistent structural relationship.
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Return for Risk
MWON.DE vs. IUS3.DE — Risk / Return Rank
MWON.DE
IUS3.DE
MWON.DE vs. IUS3.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 iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.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.DE | IUS3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 4.98 | -3.42 |
| Martin ratioReturn relative to average drawdown | 3.21 | 14.69 | -11.48 |
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Drawdowns
MWON.DE vs. IUS3.DE - Drawdown Comparison
The maximum MWON.DE drawdown since its inception was -32.39%, smaller than the maximum IUS3.DE drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for MWON.DE and IUS3.DE.
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Drawdown Indicators
| MWON.DE | IUS3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.39% | -57.43% | +25.04% |
Max Drawdown (1Y)Largest decline over 1 year | -18.78% | -6.28% | -12.50% |
Max Drawdown (3Y)Largest decline over 3 years | -32.39% | -32.89% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.89% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.55% | — |
Current DrawdownCurrent decline from peak | -0.52% | -2.89% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -12.68% | +3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.12% | 2.13% | +6.99% |
Volatility
MWON.DE vs. IUS3.DE - Volatility Comparison
Amundi S&P SmallCap 600 ESG UCITS ETF Dist (MWON.DE) and iShares S&P SmallCap 600 UCITS ETF USD (Dist) (IUS3.DE) have volatilities of 4.62% and 4.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWON.DE | IUS3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 4.75% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 12.25% | 10.91% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 16.34% | +11.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 20.07% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 21.40% | +1.52% |
MWON.DE vs. IUS3.DE - Expense Ratio Comparison
MWON.DE has a 0.35% expense ratio, which is lower than IUS3.DE's 0.40% expense ratio.
Dividends
MWON.DE vs. IUS3.DE - Dividend Comparison
MWON.DE's dividend yield for the trailing twelve months is around 0.86%, more than IUS3.DE's 0.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS3.DE iShares S&P SmallCap 600 UCITS ETF USD (Dist) | 0.52% | 1.24% | 1.13% | 1.08% | 1.05% | 0.62% | 0.96% | 0.92% | 0.98% | 0.79% | 0.84% | 0.54% |
MWON.DE Amundi S&P SmallCap 600 ESG UCITS ETF Dist | 0.86% | 1.15% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, MWON.DE and IUS3.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, MWON.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWON.DE is cheaper with a 0.35% expense ratio, compared with 0.40% for IUS3.DE.
MWON.DE tracks S&P SmallCap 600 ESG+, while IUS3.DE tracks S&P SmallCap 600 Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.35% for MWON.DE and 0.40% for IUS3.DE.
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