SUAP.L vs. MWOZ.L
SUAP.L (iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)) and MWOZ.L (Amundi Prime Global UCITS ETF Dist) are both Global Equities funds - SUAP.L tracks the iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) while MWOZ.L tracks the Solactive GBS Developed Markets Large & Mid Cap Index. Both are passively managed. Over the past year, SUAP.L returned 20.13% vs 22.33% for MWOZ.L. A 0.77 correlation means they provide meaningful diversification when combined. SUAP.L charges 1.00%/yr vs 0.05%/yr for MWOZ.L.
Performance
SUAP.L vs. MWOZ.L - Performance Comparison
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Returns By Period
In the year-to-date period, SUAP.L achieves a 13.09% return, which is significantly higher than MWOZ.L's 10.79% return.
SUAP.L
- 1D
- -0.52%
- 1M
- -1.84%
- 6M
- 11.30%
- YTD
- 13.09%
- 1Y
- 20.13%
- 3Y*
- 14.19%
- 5Y*
- 9.38%
- 10Y*
- —
MWOZ.L
- 1D
- 0.00%
- 1M
- 0.45%
- 6M
- 9.49%
- YTD
- 10.79%
- 1Y
- 22.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUAP.L vs. MWOZ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SUAP.L iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) | 13.09% | 10.49% |
MWOZ.L Amundi Prime Global UCITS ETF Dist | 10.79% | 8.44% |
Correlation
The correlation between SUAP.L and MWOZ.L is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.77 |
The correlation between SUAP.L and MWOZ.L has been stable across timeframes, ranging from 0.73 to 0.77 - a consistent structural relationship.
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Return for Risk
SUAP.L vs. MWOZ.L — Risk / Return Rank
SUAP.L
MWOZ.L
SUAP.L vs. MWOZ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) (SUAP.L) and Amundi Prime Global UCITS ETF Dist (MWOZ.L). 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.
| SUAP.L | MWOZ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.39 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 3.38 | -0.99 |
| Martin ratioReturn relative to average drawdown | 8.99 | 13.30 | -4.31 |
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Drawdowns
SUAP.L vs. MWOZ.L - Drawdown Comparison
The maximum SUAP.L drawdown since its inception was -27.13%, which is greater than MWOZ.L's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for SUAP.L and MWOZ.L.
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Drawdown Indicators
| SUAP.L | MWOZ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -18.50% | -8.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -6.63% | -2.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | — | — |
Current DrawdownCurrent decline from peak | -2.78% | -0.44% | -2.34% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -2.99% | -4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.68% | +0.66% |
Volatility
SUAP.L vs. MWOZ.L - Volatility Comparison
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) (SUAP.L) has a higher volatility of 4.49% compared to Amundi Prime Global UCITS ETF Dist (MWOZ.L) at 2.77%. This indicates that SUAP.L's price experiences larger fluctuations and is considered to be riskier than MWOZ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUAP.L | MWOZ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 2.77% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 11.07% | 8.05% | +3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.59% | 10.88% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 13.82% | +2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 13.82% | +2.62% |
SUAP.L vs. MWOZ.L - Expense Ratio Comparison
SUAP.L has a 1.00% expense ratio, which is higher than MWOZ.L's 0.05% expense ratio.
Dividends
SUAP.L vs. MWOZ.L - Dividend Comparison
SUAP.L's dividend yield for the trailing twelve months is around 0.89%, less than MWOZ.L's 1.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MWOZ.L Amundi Prime Global UCITS ETF Dist | 1.19% | 1.60% | 0.00% | 0.00% | 0.00% | 0.00% |
SUAP.L iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist) | 0.89% | 0.92% | 1.09% | 1.22% | 1.42% | 0.55% |
Frequently Asked Questions
SUAP.L and MWOZ.L have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MWOZ.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MWOZ.L is cheaper with a 0.05% expense ratio, compared with 1.00% for SUAP.L.
SUAP.L tracks iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist), while MWOZ.L tracks Solactive GBS Developed Markets Large & Mid Cap Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 1.00% for SUAP.L and 0.05% for MWOZ.L.
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