PRUK.L vs. IWQU.L
Compare and contrast key facts about Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) (PRUK.L) and iShares MSCI World Quality Factor UCITS (IWQU.L).
PRUK.L and IWQU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PRUK.L is a passively managed fund by Amundi that tracks the performance of the FTSE 250 Ex Investment Trust TR GBP. It was launched on Jul 7, 2020. IWQU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 3, 2014. Both PRUK.L and IWQU.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: PRUK.L or IWQU.L.
Correlation
The correlation between PRUK.L and IWQU.L is 0.66, 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.
Performance
PRUK.L vs. IWQU.L - Performance Comparison
Key characteristics
PRUK.L:
0.68
IWQU.L:
1.13
PRUK.L:
1.03
IWQU.L:
1.61
PRUK.L:
1.12
IWQU.L:
1.21
PRUK.L:
0.36
IWQU.L:
1.74
PRUK.L:
2.70
IWQU.L:
5.57
PRUK.L:
3.27%
IWQU.L:
2.38%
PRUK.L:
13.05%
IWQU.L:
11.85%
PRUK.L:
-36.10%
IWQU.L:
-33.05%
PRUK.L:
-16.54%
IWQU.L:
-0.50%
Returns By Period
In the year-to-date period, PRUK.L achieves a -0.22% return, which is significantly lower than IWQU.L's 3.67% return.
PRUK.L
-0.22%
0.34%
-3.26%
8.25%
N/A
N/A
IWQU.L
3.67%
1.19%
2.50%
13.84%
11.39%
10.33%
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PRUK.L vs. IWQU.L - Expense Ratio Comparison
PRUK.L has a 0.05% expense ratio, which is lower than IWQU.L's 0.30% expense ratio.
Risk-Adjusted Performance
PRUK.L vs. IWQU.L — Risk-Adjusted Performance Rank
PRUK.L
IWQU.L
PRUK.L vs. IWQU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) (PRUK.L) and iShares MSCI World Quality Factor UCITS (IWQU.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
PRUK.L vs. IWQU.L - Dividend Comparison
PRUK.L's dividend yield for the trailing twelve months is around 3.64%, while IWQU.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
PRUK.L Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) | 3.64% | 3.63% | 3.43% | 3.50% | 1.73% | 0.29% |
IWQU.L iShares MSCI World Quality Factor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRUK.L vs. IWQU.L - Drawdown Comparison
The maximum PRUK.L drawdown since its inception was -36.10%, which is greater than IWQU.L's maximum drawdown of -33.05%. Use the drawdown chart below to compare losses from any high point for PRUK.L and IWQU.L. For additional features, visit the drawdowns tool.
Volatility
PRUK.L vs. IWQU.L - Volatility Comparison
Amundi Prime UK Mid and Small Cap UCITS ETF DR GBP (D) (PRUK.L) has a higher volatility of 3.26% compared to iShares MSCI World Quality Factor UCITS (IWQU.L) at 2.93%. This indicates that PRUK.L's price experiences larger fluctuations and is considered to be riskier than IWQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.