MXWS.L vs. ARSOX
Compare and contrast key facts about Invesco MSCI World UCITS ETF (MXWS.L) and Aristotle/Saul Global Equity Fund (ARSOX).
MXWS.L is a passively managed fund by Invesco that tracks the performance of the MSCI ACWI NR USD. It was launched on Apr 2, 2009. ARSOX is managed by Aristotle. It was launched on Mar 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXWS.L or ARSOX.
Performance
MXWS.L vs. ARSOX - Performance Comparison
Returns By Period
MXWS.L
19.74%
2.52%
8.15%
24.80%
13.17%
N/A
ARSOX
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| MXWS.L | ARSOX |
|---|
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MXWS.L vs. ARSOX - Expense Ratio Comparison
MXWS.L has a 0.19% expense ratio, which is lower than ARSOX's 0.80% expense ratio.
Correlation
The correlation between MXWS.L and ARSOX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
MXWS.L vs. ARSOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI World UCITS ETF (MXWS.L) and Aristotle/Saul Global Equity Fund (ARSOX). 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.
Dividends
MXWS.L vs. ARSOX - Dividend Comparison
Neither MXWS.L nor ARSOX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXWS.L Invesco MSCI World UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARSOX Aristotle/Saul Global Equity Fund | 0.00% | 7.06% | 5.22% | 2.52% | 5.15% | 105.57% | 12.15% | 0.53% | 0.65% | 1.34% | 1.44% | 2.85% |
Drawdowns
MXWS.L vs. ARSOX - Drawdown Comparison
Volatility
MXWS.L vs. ARSOX - Volatility Comparison
Invesco MSCI World UCITS ETF (MXWS.L) has a higher volatility of 3.18% compared to Aristotle/Saul Global Equity Fund (ARSOX) at 0.00%. This indicates that MXWS.L's price experiences larger fluctuations and is considered to be riskier than ARSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.