S0LR.DE vs. 5MVW.DE
S0LR.DE (Invesco Solar Energy UCITS ETF Acc) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds - S0LR.DE tracks the MAC Global Solar Energy while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 3 years, S0LR.DE returned -3.99%/yr vs 15.65%/yr for 5MVW.DE. At a 0.20 correlation, their price movements are largely independent. S0LR.DE charges 0.69%/yr vs 0.18%/yr for 5MVW.DE.
Performance
S0LR.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, S0LR.DE achieves a 39.14% return, which is significantly higher than 5MVW.DE's 32.79% return.
S0LR.DE
- 1D
- -2.10%
- 1M
- 15.39%
- YTD
- 39.14%
- 6M
- 44.58%
- 1Y
- 102.95%
- 3Y*
- -3.99%
- 5Y*
- —
- 10Y*
- —
5MVW.DE
- 1D
- -0.61%
- 1M
- -0.86%
- YTD
- 32.79%
- 6M
- 29.07%
- 1Y
- 44.87%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
S0LR.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
S0LR.DE Invesco Solar Energy UCITS ETF Acc | 39.14% | 31.50% | -33.95% | -27.80% | 1.22% | -8.13% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 16.38% |
Correlation
The correlation between S0LR.DE and 5MVW.DE is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.20 |
The correlation between S0LR.DE and 5MVW.DE shifts across timeframes, from -0.10 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
S0LR.DE vs. 5MVW.DE — Risk / Return Rank
S0LR.DE
5MVW.DE
S0LR.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Solar Energy UCITS ETF Acc (S0LR.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE). 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.
| S0LR.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.37 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 8.71 | 2.97 | +5.75 |
| Martin ratioReturn relative to average drawdown | 21.79 | 9.81 | +11.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| S0LR.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 2.10 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.12 | 0.45 | -0.56 |
Drawdowns
S0LR.DE vs. 5MVW.DE - Drawdown Comparison
The maximum S0LR.DE drawdown since its inception was -73.43%, which is greater than 5MVW.DE's maximum drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for S0LR.DE and 5MVW.DE.
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Drawdown Indicators
| S0LR.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.43% | -56.87% | -16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -15.05% | +3.30% |
Max Drawdown (3Y)Largest decline over 3 years | -65.01% | -23.76% | -41.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.76% | — |
Current DrawdownCurrent decline from peak | -32.82% | -7.49% | -25.33% |
Average DrawdownAverage peak-to-trough decline | -39.70% | -13.53% | -26.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 4.56% | +0.15% |
Volatility
S0LR.DE vs. 5MVW.DE - Volatility Comparison
Invesco Solar Energy UCITS ETF Acc (S0LR.DE) has a higher volatility of 12.56% compared to iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) at 6.76%. This indicates that S0LR.DE's price experiences larger fluctuations and is considered to be riskier than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| S0LR.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.56% | 6.76% | +5.80% |
Volatility (6M)Calculated over the trailing 6-month period | 23.50% | 18.33% | +5.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.92% | 21.33% | +12.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.23% | 23.99% | +12.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.23% | 29.20% | +7.03% |
S0LR.DE vs. 5MVW.DE - Expense Ratio Comparison
S0LR.DE has a 0.69% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
S0LR.DE vs. 5MVW.DE - Dividend Comparison
S0LR.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
S0LR.DE Invesco Solar Energy UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
S0LR.DE and 5MVW.DE have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.69% for S0LR.DE.
S0LR.DE tracks MAC Global Solar Energy, while 5MVW.DE tracks MSCI World Energy. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.69% for S0LR.DE and 0.18% for 5MVW.DE.
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