PortfoliosLab logoPortfoliosLab logo
PE500.PA vs. CW8U.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PE500.PA vs. CW8U.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) and Amundi MSCI World UCITS USD (CW8U.L). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PE500.PA vs. CW8U.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PE500.PA
Amundi ETF PEA S&P 500 UCITS ETF EUR
-3.24%3.89%32.77%21.94%-14.19%40.52%7.92%13.82%
CW8U.L
Amundi MSCI World UCITS USD
-0.96%6.04%26.89%20.34%-13.16%31.22%6.24%12.33%
Different Trading Currencies

PE500.PA is traded in EUR, while CW8U.L is traded in USD. To make them comparable, the CW8U.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, PE500.PA achieves a -3.24% return, which is significantly lower than CW8U.L's -0.96% return.


PE500.PA

1D
1.81%
1M
-3.67%
YTD
-3.24%
6M
1.19%
1Y
10.93%
3Y*
15.49%
5Y*
11.80%
10Y*

CW8U.L

1D
2.67%
1M
-2.68%
YTD
-0.96%
6M
2.29%
1Y
11.86%
3Y*
14.79%
5Y*
10.63%
10Y*
11.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PE500.PA vs. CW8U.L - Expense Ratio Comparison

PE500.PA has a 0.25% expense ratio, which is lower than CW8U.L's 0.28% expense ratio.


Return for Risk

PE500.PA vs. CW8U.L — Risk / Return Rank

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

PE500.PA
PE500.PA Risk / Return Rank: 5454
Overall Rank
PE500.PA Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
PE500.PA Sortino Ratio Rank: 3030
Sortino Ratio Rank
PE500.PA Omega Ratio Rank: 3333
Omega Ratio Rank
PE500.PA Calmar Ratio Rank: 8888
Calmar Ratio Rank
PE500.PA Martin Ratio Rank: 8787
Martin Ratio Rank

CW8U.L
CW8U.L Risk / Return Rank: 7373
Overall Rank
CW8U.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
CW8U.L Sortino Ratio Rank: 6969
Sortino Ratio Rank
CW8U.L Omega Ratio Rank: 6969
Omega Ratio Rank
CW8U.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
CW8U.L Martin Ratio Rank: 7979
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.

PE500.PA vs. CW8U.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) and Amundi MSCI World UCITS USD (CW8U.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.


PE500.PACW8U.LDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.74

-0.10

Sortino ratio

Return per unit of downside risk

0.96

1.08

-0.12

Omega ratio

Gain probability vs. loss probability

1.14

1.16

-0.02

Calmar ratio

Return relative to maximum drawdown

3.01

1.54

+1.46

Martin ratio

Return relative to average drawdown

11.16

5.84

+5.33

PE500.PA vs. CW8U.L - Sharpe Ratio Comparison

The current PE500.PA Sharpe Ratio is 0.64, which is comparable to the CW8U.L Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of PE500.PA and CW8U.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PE500.PACW8U.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.74

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.71

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.78

0.00

Correlation

The correlation between PE500.PA and CW8U.L is 0.86, 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

PE500.PA vs. CW8U.L - Dividend Comparison

Neither PE500.PA nor CW8U.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

PE500.PA vs. CW8U.L - Drawdown Comparison

The maximum PE500.PA drawdown since its inception was -33.60%, roughly equal to the maximum CW8U.L drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for PE500.PA and CW8U.L.


Loading graphics...

Drawdown Indicators


PE500.PACW8U.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.60%

-34.10%

+0.50%

Max Drawdown (1Y)

Largest decline over 1 year

-13.86%

-11.80%

-2.06%

Max Drawdown (5Y)

Largest decline over 5 years

-23.69%

-25.79%

+2.10%

Max Drawdown (10Y)

Largest decline over 10 years

-34.10%

Current Drawdown

Current decline from peak

-5.38%

-5.25%

-0.13%

Average Drawdown

Average peak-to-trough decline

-4.95%

-4.54%

-0.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

2.12%

-0.11%

Volatility

PE500.PA vs. CW8U.L - Volatility Comparison

The current volatility for Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) is 3.77%, while Amundi MSCI World UCITS USD (CW8U.L) has a volatility of 5.24%. This indicates that PE500.PA experiences smaller price fluctuations and is considered to be less risky than CW8U.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PE500.PACW8U.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

5.24%

-1.47%

Volatility (6M)

Calculated over the trailing 6-month period

8.26%

8.99%

-0.73%

Volatility (1Y)

Calculated over the trailing 1-year period

17.06%

16.06%

+1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.20%

14.92%

+0.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.11%

15.81%

+1.30%