PE500.PA vs. MWRD.L
Compare and contrast key facts about Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) and Amundi Index MSCI World (MWRD.L).
PE500.PA and MWRD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PE500.PA is a passively managed fund by Amundi that tracks the performance of the S&P 500 ESG+ Index. It was launched on Apr 25, 2019. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. Both PE500.PA and MWRD.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PE500.PA or MWRD.L.
Key characteristics
| PE500.PA | MWRD.L |
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Correlation
The correlation between PE500.PA and MWRD.L is 0.82, 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.
Performance
PE500.PA vs. MWRD.L - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PE500.PA vs. MWRD.L - Expense Ratio Comparison
PE500.PA has a 0.25% expense ratio, which is higher than MWRD.L's 0.08% 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%.
Risk-Adjusted Performance
PE500.PA vs. MWRD.L - Risk-Adjusted Performance 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 Index MSCI World (MWRD.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.
Dividends
PE500.PA vs. MWRD.L - Dividend Comparison
Neither PE500.PA nor MWRD.L has paid dividends to shareholders.
Drawdowns
PE500.PA vs. MWRD.L - Drawdown Comparison
Volatility
PE500.PA vs. MWRD.L - Volatility Comparison
Amundi ETF PEA S&P 500 UCITS ETF EUR (PE500.PA) has a higher volatility of 4.64% compared to Amundi Index MSCI World (MWRD.L) at 0.00%. This indicates that PE500.PA's price experiences larger fluctuations and is considered to be riskier than MWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.