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

Performance

SLUS.DE vs. SADU.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SLUS.DE) and Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.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, SLUS.DE achieves a 10.21% return, which is significantly lower than SADU.DE's 14.70% return.


SLUS.DE

1D
-1.12%
1M
0.15%
YTD
10.21%
6M
10.51%
1Y
24.86%
3Y*
19.81%
5Y*
13.96%
10Y*

SADU.DE

1D
0.00%
1M
3.16%
YTD
14.70%
6M
15.07%
1Y
29.06%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023
SLUS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Dist)
10.21%5.16%33.97%4.93%
SADU.DE
Amundi MSCI USA ESG Selection UCITS ETF Acc
14.70%2.73%27.24%3.86%

Correlation

The correlation between SLUS.DE and SADU.DE is 0.90, 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

0.90

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

0.94

The correlation between SLUS.DE and SADU.DE has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

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Return for Risk

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

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

SLUS.DE
SLUS.DE Risk / Return Rank: 6565
Overall Rank
SLUS.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SLUS.DE Sortino Ratio Rank: 6464
Sortino Ratio Rank
SLUS.DE Omega Ratio Rank: 6464
Omega Ratio Rank
SLUS.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
SLUS.DE Martin Ratio Rank: 6363
Martin Ratio Rank

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
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SLUS.DE) and Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.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.


SLUS.DESADU.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+0.82

Omega ratioGain probability vs. loss probability

1.34

1.36

-0.02

Calmar ratioReturn relative to maximum drawdown

2.93

1.51

+1.42

Martin ratioReturn relative to average drawdown

10.09

2.90

+7.19

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

The current SLUS.DE Sharpe Ratio is 1.91, which is higher than the SADU.DE Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of SLUS.DE and SADU.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

SLUS.DE vs. SADU.DE - Drawdown Comparison

The maximum SLUS.DE drawdown since its inception was -33.74%, which is greater than SADU.DE's maximum drawdown of -23.85%. Use the drawdown chart below to compare losses from any high point for SLUS.DE and SADU.DE.


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Drawdown Indicators


SLUS.DESADU.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.74%

-23.85%

-9.89%

Max Drawdown (1Y)

Largest decline over 1 year

-8.46%

-19.24%

+10.78%

Max Drawdown (3Y)

Largest decline over 3 years

-24.47%

Max Drawdown (5Y)

Largest decline over 5 years

-24.47%

Current Drawdown

Current decline from peak

-1.28%

-0.13%

-1.15%

Average Drawdown

Average peak-to-trough decline

-5.50%

-6.05%

+0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

10.02%

-7.56%

Volatility

SLUS.DE vs. SADU.DE - Volatility Comparison

iShares MSCI USA ESG Screened UCITS ETF USD (Dist) (SLUS.DE) and Amundi MSCI USA ESG Selection UCITS ETF Acc (SADU.DE) have volatilities of 3.78% and 3.69%, 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


SLUS.DESADU.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.78%

3.69%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.89%

9.45%

-0.56%

Volatility (1Y)

Calculated over the trailing 1-year period

12.96%

25.43%

-12.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.06%

19.77%

-3.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.23%

19.77%

-1.54%

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

SLUS.DE has a 0.07% expense ratio, which is lower than SADU.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SLUS.DE vs. SADU.DE - Dividend Comparison

SLUS.DE's dividend yield for the trailing twelve months is around 0.76%, while SADU.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
SADU.DE
Amundi MSCI USA ESG Selection UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SLUS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Dist)
0.76%0.81%0.89%1.07%1.34%0.92%1.24%1.39%0.23%

Frequently Asked Questions


With a correlation of 0.90, SLUS.DE and SADU.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, SLUS.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SLUS.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for SADU.DE.

SLUS.DE is categorized as Large Cap Blend Equities, while SADU.DE is ESG. SLUS.DE tracks MSCI USA ESG Screened, while SADU.DE tracks MSCI USA ESG Selection P-Series 5% Issuer Capped Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.07% for SLUS.DE and 0.15% for SADU.DE.

Portfolio Optimizer

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