MWOZ.L vs. 500U.L
Compare and contrast key facts about Amundi Prime Global UCITS ETF Dist (MWOZ.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500U.L).
MWOZ.L and 500U.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MWOZ.L is a passively managed fund by Amundi that tracks the performance of the Solactive GBS Developed Markets Large & Mid Cap Index. It was launched on Nov 22, 2024. 500U.L is a passively managed fund by Amundi that tracks the performance of the S&P 500 Index. It was launched on Nov 4, 2021. Both MWOZ.L and 500U.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.
Performance
MWOZ.L vs. 500U.L - Performance Comparison
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MWOZ.L vs. 500U.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MWOZ.L Amundi Prime Global UCITS ETF Dist | -2.67% | 6.59% |
500U.L Amundi S&P 500 Swap UCITS ETF USD Acc | -2.43% | 5.73% |
Different Trading Currencies
MWOZ.L is traded in GBP, while 500U.L is traded in USD. To make them comparable, the 500U.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, MWOZ.L achieves a -2.67% return, which is significantly lower than 500U.L's -2.43% return.
MWOZ.L
- 1D
- 1.91%
- 1M
- -3.40%
- YTD
- -2.67%
- 6M
- 0.93%
- 1Y
- 15.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
500U.L
- 1D
- 2.36%
- 1M
- -2.43%
- YTD
- -2.43%
- 6M
- 0.84%
- 1Y
- 15.48%
- 3Y*
- 15.96%
- 5Y*
- 12.87%
- 10Y*
- 15.08%
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MWOZ.L vs. 500U.L - Expense Ratio Comparison
MWOZ.L has a 0.05% expense ratio, which is lower than 500U.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
MWOZ.L vs. 500U.L — Risk / Return Rank
MWOZ.L
500U.L
MWOZ.L vs. 500U.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Prime Global UCITS ETF Dist (MWOZ.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500U.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.
| MWOZ.L | 500U.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.98 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.43 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.17 | -0.14 |
Martin ratioReturn relative to average drawdown | 7.65 | 7.03 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MWOZ.L | 500U.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.98 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.85 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 1.26 | -1.04 |
Correlation
The correlation between MWOZ.L and 500U.L is 0.89, 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.
Dividends
MWOZ.L vs. 500U.L - Dividend Comparison
Neither MWOZ.L nor 500U.L has paid dividends to shareholders.
Drawdowns
MWOZ.L vs. 500U.L - Drawdown Comparison
The maximum MWOZ.L drawdown since its inception was -19.89%, smaller than the maximum 500U.L drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for MWOZ.L and 500U.L.
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Drawdown Indicators
| MWOZ.L | 500U.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.89% | -34.04% | +14.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -11.59% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.22% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.04% | — |
Current DrawdownCurrent decline from peak | -4.87% | -5.34% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -4.81% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.04% | +0.03% |
Volatility
MWOZ.L vs. 500U.L - Volatility Comparison
The current volatility for Amundi Prime Global UCITS ETF Dist (MWOZ.L) is 4.30%, while Amundi S&P 500 Swap UCITS ETF USD Acc (500U.L) has a volatility of 4.95%. This indicates that MWOZ.L experiences smaller price fluctuations and is considered to be less risky than 500U.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWOZ.L | 500U.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.95% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 9.14% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 15.75% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 15.28% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.60% | 18.73% | -4.13% |