RUSG.L vs. MWRD.L
RUSG.L (Lyxor Russell 1000 Growth UCITS ETF) and MWRD.L (Amundi Index MSCI World) are both exchange-traded funds - RUSG.L is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Net Index, while MWRD.L is a Global Equities fund tracking the MSCI ACWI NR USD. Both are passively managed. A 0.78 correlation means they provide meaningful diversification when combined. RUSG.L charges 0.19%/yr vs 0.08%/yr for MWRD.L.
Performance
RUSG.L vs. MWRD.L - Performance Comparison
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Different Trading Currencies
RUSG.L is traded in USD, while MWRD.L is traded in GBp. To make them comparable, the MWRD.L values have been converted to USD using the latest available exchange rates.
Returns By Period
RUSG.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MWRD.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RUSG.L vs. MWRD.L - Yearly Performance Comparison
| 2024 (YTD) | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
RUSG.L Lyxor Russell 1000 Growth UCITS ETF | 24.09% | 43.28% | -30.45% | 29.15% | 38.14% | 35.28% | -2.66% | 15.44% |
MWRD.L Amundi Index MSCI World | -1.64% | 23.69% | -18.69% | 22.97% | 15.27% | 28.71% | -9.87% | 10.61% |
Correlation
The correlation between RUSG.L and MWRD.L is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2017 | 0.78 |
Over the past year, the correlation between RUSG.L and MWRD.L has dropped to 0.49 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
RUSG.L vs. MWRD.L - Sectors Allocation Comparison
Sectors
RUSG.L
MWRD.L
Technology
Consumer Cyclical
Communication Services
Financial Services
Healthcare
Consumer Defensive
Industrials
Basic Materials
Real Estate
Energy
Utilities
Technology
RUSG.L
MWRD.L
Consumer Cyclical
RUSG.L
MWRD.L
Communication Services
RUSG.L
MWRD.L
Financial Services
RUSG.L
MWRD.L
Healthcare
RUSG.L
MWRD.L
Consumer Defensive
RUSG.L
MWRD.L
Industrials
RUSG.L
MWRD.L
Basic Materials
RUSG.L
MWRD.L
Real Estate
RUSG.L
MWRD.L
Energy
RUSG.L
MWRD.L
Utilities
RUSG.L
MWRD.L
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Return for Risk
RUSG.L vs. MWRD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
RUSG.L vs. MWRD.L - Drawdown Comparison
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Volatility
RUSG.L vs. MWRD.L - Volatility Comparison
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RUSG.L vs. MWRD.L - Expense Ratio Comparison
RUSG.L has a 0.19% 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%.
Dividends
RUSG.L vs. MWRD.L - Dividend Comparison
Neither RUSG.L nor MWRD.L has paid dividends to shareholders.
Frequently Asked Questions
RUSG.L and MWRD.L have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MWRD.L is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWRD.L is cheaper with a 0.08% expense ratio, compared with 0.19% for RUSG.L.
RUSG.L is categorized as Large Cap Growth Equities, while MWRD.L is Global Equities. RUSG.L tracks Russell 1000 Growth Net Index, while MWRD.L tracks MSCI ACWI NR USD. Their fees differ too: 0.19% for RUSG.L and 0.08% for MWRD.L.
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