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RUSG.L vs. MWRD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RUSG.L vs. MWRD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Amundi Index MSCI World (MWRD.L). The values are adjusted to include any dividend payments, if applicable.

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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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RUSG.L vs. MWRD.L - Yearly Performance Comparison


2024 (YTD)2023202220212020201920182017
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

49.3%
24.7%

Consumer Cyclical

14.8%
10.5%

Communication Services

14.0%
7.5%

Financial Services

6.7%
14.7%

Healthcare

6.5%
12.4%

Consumer Defensive

3.5%
6.7%

Industrials

3.5%
10.6%

Basic Materials

0.6%
3.8%

Real Estate

0.5%
2.4%

Energy

0.4%
4.4%

Utilities

0.3%
2.4%

Technology

RUSG.L
49.3%
MWRD.L
24.7%

Consumer Cyclical

RUSG.L
14.8%
MWRD.L
10.5%

Communication Services

RUSG.L
14.0%
MWRD.L
7.5%

Financial Services

RUSG.L
6.7%
MWRD.L
14.7%

Healthcare

RUSG.L
6.5%
MWRD.L
12.4%

Consumer Defensive

RUSG.L
3.5%
MWRD.L
6.7%

Industrials

RUSG.L
3.5%
MWRD.L
10.6%

Basic Materials

RUSG.L
0.6%
MWRD.L
3.8%

Real Estate

RUSG.L
0.5%
MWRD.L
2.4%

Energy

RUSG.L
0.4%
MWRD.L
4.4%

Utilities

RUSG.L
0.3%
MWRD.L
2.4%

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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.

RUSG.L vs. MWRD.L - Sharpe Ratio Comparison


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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.


Tickers have no history of dividend payments

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.

Portfolio Optimizer

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