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SADU.DE vs. XZSP.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SADU.DE vs. XZSP.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.DE) and Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SADU.DE achieves a 14.70% return, which is significantly higher than XZSP.DE's 12.38% return.


SADU.DE

1D
0.00%
1M
3.16%
YTD
14.70%
6M
15.07%
1Y
29.06%
3Y*
5Y*
10Y*

XZSP.DE

1D
0.00%
1M
2.13%
YTD
12.38%
6M
12.90%
1Y
29.51%
3Y*
19.30%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SADU.DE vs. XZSP.DE - Yearly Performance Comparison


2026 (YTD)202520242023
SADU.DE
Amundi MSCI USA ESG Selection UCITS ETF Acc
14.70%2.73%27.24%3.86%
XZSP.DE
Xtrackers S&P 500 ESG UCITS ETF 1C
12.38%5.34%31.24%3.50%

Correlation

The correlation between SADU.DE and XZSP.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2023

0.94

The correlation between SADU.DE and XZSP.DE has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

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Return for Risk

SADU.DE vs. XZSP.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SADU.DE
SADU.DE Risk / Return Rank: 3939
Overall Rank
SADU.DE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SADU.DE Sortino Ratio Rank: 3838
Sortino Ratio Rank
SADU.DE Omega Ratio Rank: 6969
Omega Ratio Rank
SADU.DE Calmar Ratio Rank: 3232
Calmar Ratio Rank
SADU.DE Martin Ratio Rank: 2424
Martin Ratio Rank

XZSP.DE
XZSP.DE Risk / Return Rank: 4444
Overall Rank
XZSP.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
XZSP.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
XZSP.DE Omega Ratio Rank: 7979
Omega Ratio Rank
XZSP.DE Calmar Ratio Rank: 3838
Calmar Ratio Rank
XZSP.DE Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SADU.DE vs. XZSP.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.DE) and Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SADU.DEXZSP.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.36

1.41

-0.05

Calmar ratioReturn relative to maximum drawdown

1.51

1.76

-0.25

Martin ratioReturn relative to average drawdown

2.90

3.21

-0.31

SADU.DE vs. XZSP.DE - Sharpe Ratio Comparison

The current SADU.DE Sharpe Ratio is 1.14, which is comparable to the XZSP.DE Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of SADU.DE and XZSP.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SADU.DE vs. XZSP.DE - Drawdown Comparison

The maximum SADU.DE drawdown since its inception was -23.85%, roughly equal to the maximum XZSP.DE drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for SADU.DE and XZSP.DE.


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Drawdown Indicators


SADU.DEXZSP.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.85%

-23.40%

-0.45%

Max Drawdown (1Y)

Largest decline over 1 year

-19.24%

-16.81%

-2.43%

Max Drawdown (3Y)

Largest decline over 3 years

-23.40%

Current Drawdown

Current decline from peak

-0.13%

-1.57%

+1.44%

Average Drawdown

Average peak-to-trough decline

-6.05%

-5.05%

-1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.02%

9.18%

+0.84%

Volatility

SADU.DE vs. XZSP.DE - Volatility Comparison

Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.DE) has a higher volatility of 3.69% compared to Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) at 3.32%. This indicates that SADU.DE's price experiences larger fluctuations and is considered to be riskier than XZSP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SADU.DEXZSP.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

3.32%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

9.45%

8.02%

+1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

25.43%

24.64%

+0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.77%

18.41%

+1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.77%

18.41%

+1.36%

SADU.DE vs. XZSP.DE - Expense Ratio Comparison

SADU.DE has a 0.15% expense ratio, which is higher than XZSP.DE'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

SADU.DE vs. XZSP.DE - Dividend Comparison

Neither SADU.DE nor XZSP.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.92, SADU.DE and XZSP.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XZSP.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XZSP.DE is cheaper with a 0.08% expense ratio, compared with 0.15% for SADU.DE.

SADU.DE is categorized as ESG, while XZSP.DE is S&P 500. SADU.DE tracks MSCI USA ESG Selection P-Series 5% Issuer Capped Index, while XZSP.DE tracks S&P 500 ESG. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.15% for SADU.DE and 0.08% for XZSP.DE.

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