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NESG.L vs. CEMS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NESG.L vs. CEMS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco NASDAQ-100 ESG UCITS ETF Acc (NESG.L) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

NESG.L is traded in USD, while CEMS.DE is traded in EUR. To make them comparable, the CEMS.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, NESG.L achieves a 20.35% return, which is significantly higher than CEMS.DE's 12.41% return.


NESG.L

1D
-0.58%
1M
9.66%
YTD
20.35%
6M
20.11%
1Y
42.69%
3Y*
28.99%
5Y*
10Y*

CEMS.DE

1D
0.23%
1M
3.86%
YTD
12.41%
6M
16.54%
1Y
35.30%
3Y*
24.95%
5Y*
13.41%
10Y*
10.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NESG.L vs. CEMS.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NESG.L
Invesco NASDAQ-100 ESG UCITS ETF Acc
20.35%21.09%26.52%56.71%-32.09%1.40%
CEMS.DE
iShares Edge MSCI Europe Value Factor UCITS ETF
12.41%53.50%3.64%17.49%-9.79%0.61%

Correlation

The correlation between NESG.L and CEMS.DE is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Nov 11, 2021

0.46

The correlation between NESG.L and CEMS.DE has been stable across timeframes, ranging from 0.42 to 0.51 - a consistent structural relationship.

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Return for Risk

NESG.L vs. CEMS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NESG.L
NESG.L Risk / Return Rank: 7575
Overall Rank
NESG.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
NESG.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
NESG.L Omega Ratio Rank: 7575
Omega Ratio Rank
NESG.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
NESG.L Martin Ratio Rank: 6868
Martin Ratio Rank

CEMS.DE
CEMS.DE Risk / Return Rank: 7171
Overall Rank
CEMS.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
CEMS.DE Sortino Ratio Rank: 7373
Sortino Ratio Rank
CEMS.DE Omega Ratio Rank: 7474
Omega Ratio Rank
CEMS.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
CEMS.DE Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NESG.L vs. CEMS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco NASDAQ-100 ESG UCITS ETF Acc (NESG.L) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.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.


NESG.LCEMS.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.35

Sortino ratioReturn per unit of downside risk

+0.48

Omega ratioGain probability vs. loss probability

1.44

1.40

+0.04

Calmar ratioReturn relative to maximum drawdown

3.54

2.98

+0.56

Martin ratioReturn relative to average drawdown

12.44

10.71

+1.73

NESG.L vs. CEMS.DE - Sharpe Ratio Comparison

The current NESG.L Sharpe Ratio is 2.58, which is comparable to the CEMS.DE Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of NESG.L and CEMS.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NESG.LCEMS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.58

2.23

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

0.45

+0.33

Drawdowns

NESG.L vs. CEMS.DE - Drawdown Comparison

The maximum NESG.L drawdown since its inception was -34.69%, smaller than the maximum CEMS.DE drawdown of -46.39%. Use the drawdown chart below to compare losses from any high point for NESG.L and CEMS.DE.


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Drawdown Indicators


NESG.LCEMS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.69%

-46.39%

+11.70%

Max Drawdown (1Y)

Largest decline over 1 year

-12.01%

-11.81%

-0.20%

Max Drawdown (3Y)

Largest decline over 3 years

-21.88%

-17.50%

-4.38%

Max Drawdown (5Y)

Largest decline over 5 years

-31.15%

Max Drawdown (10Y)

Largest decline over 10 years

-46.39%

Current Drawdown

Current decline from peak

-0.79%

-1.51%

+0.72%

Average Drawdown

Average peak-to-trough decline

-9.09%

-9.93%

+0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

3.29%

+0.13%

Volatility

NESG.L vs. CEMS.DE - Volatility Comparison

Invesco NASDAQ-100 ESG UCITS ETF Acc (NESG.L) and iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) have volatilities of 5.30% and 5.21%, 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


NESG.LCEMS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.30%

5.21%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

12.40%

12.74%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

16.47%

15.77%

+0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.54%

18.40%

+4.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.54%

19.56%

+2.98%

NESG.L vs. CEMS.DE - Expense Ratio Comparison

Both NESG.L and CEMS.DE have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

NESG.L vs. CEMS.DE - Dividend Comparison

Neither NESG.L nor CEMS.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


NESG.L and CEMS.DE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

NESG.L and CEMS.DE have the same expense ratio: 0.25% per year.

NESG.L is categorized as Nasdaq-100, while CEMS.DE is Europe Equities. NESG.L tracks NASDAQ-100 ESG Index®, while CEMS.DE tracks MSCI Europe Enhanced Value. They also come from different issuers: Invesco and iShares.

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