MWRL.L vs. SP5L.L
MWRL.L (Amundi Core MSCI World UCITS ETF Accumulating) and SP5L.L (Lyxor S&P 500 UCITS ETF - Acc) are both exchange-traded funds - MWRL.L is a Global Equities fund tracking the MSCI World, while SP5L.L is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. MWRL.L charges 0.12%/yr vs 0.07%/yr for SP5L.L.
Performance
MWRL.L vs. SP5L.L - Performance Comparison
Loading charts...
Returns By Period
MWRL.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SP5L.L
- 1D
- -0.64%
- 1M
- 3.58%
- YTD
- 9.91%
- 6M
- 9.20%
- 1Y
- 27.82%
- 3Y*
- 19.06%
- 5Y*
- 14.98%
- 10Y*
- 13.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MWRL.L vs. SP5L.L — Risk / Return Rank
MWRL.L
SP5L.L
MWRL.L vs. SP5L.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 Lyxor S&P 500 UCITS ETF - Acc (SP5L.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.
Loading charts...
Sharpe Ratios by Period
| MWRL.L | SP5L.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.69 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.71 | — |
Drawdowns
MWRL.L vs. SP5L.L - Drawdown Comparison
Loading charts...
Drawdown Indicators
| MWRL.L | SP5L.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -25.47% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.20% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.12% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.47% | — |
Current DrawdownCurrent decline from peak | — | -0.87% | — |
Average DrawdownAverage peak-to-trough decline | — | -5.18% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.00% | — |
Volatility
MWRL.L vs. SP5L.L - Volatility Comparison
Loading charts...
Volatility by Period
| MWRL.L | SP5L.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.66% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.20% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 10.52% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 18.73% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 17.96% | — |
MWRL.L vs. SP5L.L - Expense Ratio Comparison
MWRL.L has a 0.12% expense ratio, which is higher than SP5L.L's 0.07% expense ratio. However, 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. SP5L.L - Dividend Comparison
Neither MWRL.L nor SP5L.L has paid dividends to shareholders.
Frequently Asked Questions
On fees, SP5L.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SP5L.L is cheaper with a 0.07% expense ratio, compared with 0.12% for MWRL.L.
MWRL.L is categorized as Global Equities, while SP5L.L is S&P 500. MWRL.L tracks MSCI World, while SP5L.L tracks S&P 500 Index. Their fees differ too: 0.12% for MWRL.L and 0.07% for SP5L.L.
Find the right allocation for MWRL.L and SP5L.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer