MWRL.L vs. 500U.L
MWRL.L (Amundi Core MSCI World UCITS ETF Accumulating) and 500U.L (Amundi S&P 500 Swap UCITS ETF USD Acc) are both exchange-traded funds - MWRL.L is a Global Equities fund tracking the MSCI World, while 500U.L is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. MWRL.L charges 0.12%/yr vs 0.15%/yr for 500U.L.
Performance
MWRL.L vs. 500U.L - Performance Comparison
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Different Trading Currencies
MWRL.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
MWRL.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
500U.L
- 1D
- -0.44%
- 1M
- 3.38%
- YTD
- 10.34%
- 6M
- 9.56%
- 1Y
- 28.10%
- 3Y*
- 19.10%
- 5Y*
- 14.95%
- 10Y*
- —
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Return for Risk
MWRL.L vs. 500U.L — Risk / Return Rank
MWRL.L
500U.L
MWRL.L vs. 500U.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Core MSCI World UCITS ETF Accumulating (MWRL.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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MWRL.L | 500U.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.39 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.98 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.96 | — |
Drawdowns
MWRL.L vs. 500U.L - Drawdown Comparison
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Drawdown Indicators
| MWRL.L | 500U.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -26.14% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.19% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.95% | — |
Current DrawdownCurrent decline from peak | — | -0.62% | — |
Average DrawdownAverage peak-to-trough decline | — | -3.67% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.15% | — |
Volatility
MWRL.L vs. 500U.L - Volatility Comparison
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Volatility by Period
| MWRL.L | 500U.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.51% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.64% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 11.85% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 15.27% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 16.85% | — |
MWRL.L vs. 500U.L - Expense Ratio Comparison
MWRL.L has a 0.12% 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%.
Dividends
MWRL.L vs. 500U.L - Dividend Comparison
Neither MWRL.L nor 500U.L has paid dividends to shareholders.
Frequently Asked Questions
On fees, MWRL.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWRL.L is cheaper with a 0.12% expense ratio, compared with 0.15% for 500U.L.
MWRL.L is categorized as Global Equities, while 500U.L is S&P 500. MWRL.L tracks MSCI World, while 500U.L tracks S&P 500 Index. Their fees differ too: 0.12% for MWRL.L and 0.15% for 500U.L.
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