PortfoliosLab logoPortfoliosLab logo
SC0J.DE vs. ESGW.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SC0J.DE vs. ESGW.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco MSCI World UCITS ETF Acc (SC0J.DE) and Invesco MSCI World ESG Universal Screened UCITS ETF Acc (ESGW.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with SC0J.DE having a 10.95% return and ESGW.DE slightly higher at 11.38%.


SC0J.DE

1D
-0.02%
1M
4.89%
YTD
10.95%
6M
11.36%
1Y
23.93%
3Y*
17.62%
5Y*
12.96%
10Y*
12.86%

ESGW.DE

1D
-0.28%
1M
5.22%
YTD
11.38%
6M
11.89%
1Y
23.59%
3Y*
17.44%
5Y*
12.55%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SC0J.DE vs. ESGW.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SC0J.DE
Invesco MSCI World UCITS ETF Acc
10.95%7.78%26.07%20.32%-13.60%32.76%5.64%10.77%
ESGW.DE
Invesco MSCI World ESG Universal Screened UCITS ETF Acc
11.38%7.40%25.48%21.26%-16.02%33.65%8.07%11.81%

Correlation

The correlation between SC0J.DE and ESGW.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.98

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

0.98

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

0.99

Correlation (All Time)
Calculated using the full available price history since Jun 20, 2019

0.99

The correlation between SC0J.DE and ESGW.DE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SC0J.DE vs. ESGW.DE — Risk / Return Rank

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

SC0J.DE
SC0J.DE Risk / Return Rank: 7070
Overall Rank
SC0J.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SC0J.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
SC0J.DE Omega Ratio Rank: 6969
Omega Ratio Rank
SC0J.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
SC0J.DE Martin Ratio Rank: 7777
Martin Ratio Rank

ESGW.DE
ESGW.DE Risk / Return Rank: 6666
Overall Rank
ESGW.DE Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ESGW.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
ESGW.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ESGW.DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
ESGW.DE Martin Ratio Rank: 7373
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.

SC0J.DE vs. ESGW.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI World UCITS ETF Acc (SC0J.DE) and Invesco MSCI World ESG Universal Screened UCITS ETF Acc (ESGW.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.


SC0J.DEESGW.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.40

1.38

+0.02

Calmar ratioReturn relative to maximum drawdown

3.66

3.41

+0.24

Martin ratioReturn relative to average drawdown

14.66

13.42

+1.24

SC0J.DE vs. ESGW.DE - Sharpe Ratio Comparison

The current SC0J.DE Sharpe Ratio is 2.14, which is comparable to the ESGW.DE Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of SC0J.DE and ESGW.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.


Loading charts...

Sharpe Ratios by Period


SC0J.DEESGW.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

2.03

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.87

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.85

+0.03

Drawdowns

SC0J.DE vs. ESGW.DE - Drawdown Comparison

The maximum SC0J.DE drawdown since its inception was -33.91%, which is greater than ESGW.DE's maximum drawdown of -32.09%. Use the drawdown chart below to compare losses from any high point for SC0J.DE and ESGW.DE.


Loading charts...

Drawdown Indicators


SC0J.DEESGW.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.91%

-32.09%

-1.82%

Max Drawdown (1Y)

Largest decline over 1 year

-6.52%

-6.88%

+0.36%

Max Drawdown (3Y)

Largest decline over 3 years

-21.66%

-21.55%

-0.11%

Max Drawdown (5Y)

Largest decline over 5 years

-21.66%

-21.55%

-0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-33.91%

Current Drawdown

Current decline from peak

-0.33%

-0.54%

+0.21%

Average Drawdown

Average peak-to-trough decline

-4.23%

-4.99%

+0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

1.75%

-0.12%

Volatility

SC0J.DE vs. ESGW.DE - Volatility Comparison

The current volatility for Invesco MSCI World UCITS ETF Acc (SC0J.DE) is 2.62%, while Invesco MSCI World ESG Universal Screened UCITS ETF Acc (ESGW.DE) has a volatility of 2.86%. This indicates that SC0J.DE experiences smaller price fluctuations and is considered to be less risky than ESGW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SC0J.DEESGW.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.62%

2.86%

-0.24%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

8.23%

-0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

11.15%

11.60%

-0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

14.32%

-0.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

16.24%

-1.15%

SC0J.DE vs. ESGW.DE - Expense Ratio Comparison

Both SC0J.DE and ESGW.DE have an expense ratio of 0.19%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

SC0J.DE vs. ESGW.DE - Dividend Comparison

Neither SC0J.DE nor ESGW.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.98, SC0J.DE and ESGW.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.

Both ETFs have the same 0.19% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

SC0J.DE and ESGW.DE have the same expense ratio: 0.19% per year.

SC0J.DE tracks MSCI World, while ESGW.DE tracks MSCI World ESG Universal Select Business Screens.

Portfolio Optimizer

Find the right allocation for SC0J.DE and ESGW.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer