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SC04.DE vs. AMEL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SC04.DE vs. AMEL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco European Household Sector UCITS ETF (SC04.DE) and Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (AMEL.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, SC04.DE achieves a -10.69% return, which is significantly lower than AMEL.DE's 10.83% return. Over the past 10 years, SC04.DE has underperformed AMEL.DE with an annualized return of 4.39%, while AMEL.DE has yielded a comparatively higher 7.43% annualized return.


SC04.DE

1D
-0.09%
1M
2.35%
YTD
-10.69%
6M
-10.49%
1Y
-4.17%
3Y*
-0.12%
5Y*
0.82%
10Y*
4.39%

AMEL.DE

1D
-0.86%
1M
-7.22%
YTD
10.83%
6M
8.65%
1Y
34.54%
3Y*
10.77%
5Y*
9.48%
10Y*
7.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SC04.DE vs. AMEL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SC04.DE
Invesco European Household Sector UCITS ETF
-10.69%7.57%7.08%8.48%-10.95%19.37%6.54%29.50%-16.18%13.26%
AMEL.DE
Amundi MSCI Emerging Markets Latin America UCITS ETF EUR
10.83%38.06%-22.22%28.09%16.34%-3.21%-21.29%20.69%-3.27%8.15%

Correlation

The correlation between SC04.DE and AMEL.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (10Y)
Calculated over the trailing 10-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Dec 1, 2011

0.43

The correlation between SC04.DE and AMEL.DE shifts across timeframes, from 0.32 (3 years) to 0.43 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SC04.DE vs. AMEL.DE — Risk / Return Rank

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

SC04.DE
SC04.DE Risk / Return Rank: 66
Overall Rank
SC04.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
SC04.DE Sortino Ratio Rank: 66
Sortino Ratio Rank
SC04.DE Omega Ratio Rank: 66
Omega Ratio Rank
SC04.DE Calmar Ratio Rank: 77
Calmar Ratio Rank
SC04.DE Martin Ratio Rank: 66
Martin Ratio Rank

AMEL.DE
AMEL.DE Risk / Return Rank: 5757
Overall Rank
AMEL.DE Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
AMEL.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
AMEL.DE Omega Ratio Rank: 5353
Omega Ratio Rank
AMEL.DE Calmar Ratio Rank: 6565
Calmar Ratio Rank
AMEL.DE Martin Ratio Rank: 5656
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.

SC04.DE vs. AMEL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco European Household Sector UCITS ETF (SC04.DE) and Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (AMEL.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.


SC04.DEAMEL.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.15

Sortino ratioReturn per unit of downside risk

-2.86

Omega ratioGain probability vs. loss probability

0.97

1.33

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.27

3.16

-3.44

Martin ratioReturn relative to average drawdown

-0.63

9.66

-10.29

SC04.DE vs. AMEL.DE - Sharpe Ratio Comparison

The current SC04.DE Sharpe Ratio is -0.25, which is lower than the AMEL.DE Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of SC04.DE and AMEL.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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Sharpe Ratios by Period


SC04.DEAMEL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.25

1.90

-2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.45

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.29

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.12

+0.45

Drawdowns

SC04.DE vs. AMEL.DE - Drawdown Comparison

The maximum SC04.DE drawdown since its inception was -29.42%, smaller than the maximum AMEL.DE drawdown of -52.69%. Use the drawdown chart below to compare losses from any high point for SC04.DE and AMEL.DE.


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Drawdown Indicators


SC04.DEAMEL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-29.42%

-52.69%

+23.27%

Max Drawdown (1Y)

Largest decline over 1 year

-15.34%

-10.86%

-4.48%

Max Drawdown (3Y)

Largest decline over 3 years

-17.60%

-25.38%

+7.78%

Max Drawdown (5Y)

Largest decline over 5 years

-22.04%

-25.38%

+3.34%

Max Drawdown (10Y)

Largest decline over 10 years

-29.42%

-51.31%

+21.89%

Current Drawdown

Current decline from peak

-12.83%

-10.86%

-1.97%

Average Drawdown

Average peak-to-trough decline

-5.57%

-17.89%

+12.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.64%

3.57%

+3.07%

Volatility

SC04.DE vs. AMEL.DE - Volatility Comparison

Invesco European Household Sector UCITS ETF (SC04.DE) and Amundi MSCI Emerging Markets Latin America UCITS ETF EUR (AMEL.DE) have volatilities of 5.37% and 5.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SC04.DEAMEL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.37%

5.32%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

13.25%

15.30%

-2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

16.34%

18.10%

-1.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.15%

20.90%

-3.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.97%

25.27%

-8.30%

SC04.DE vs. AMEL.DE - Expense Ratio Comparison

Both SC04.DE and AMEL.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SC04.DE vs. AMEL.DE - Dividend Comparison

Neither SC04.DE nor AMEL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SC04.DE and AMEL.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

SC04.DE and AMEL.DE have the same expense ratio: 0.20% per year.

SC04.DE is categorized as Consumer Staples Equities, while AMEL.DE is Latin America Equities. SC04.DE tracks STOXX® Europe 600 Optimised Personal & Household Goods, while AMEL.DE tracks MSCI Emerging Markets Latin America. They also come from different issuers: Invesco and Amundi.

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