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SUSW.L vs. EUNL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SUSW.L vs. EUNL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SUSW.L having a 11.31% return and EUNL.DE slightly lower at 10.86%.


SUSW.L

1D
0.22%
1M
5.87%
YTD
11.31%
6M
11.72%
1Y
18.68%
3Y*
12.95%
5Y*
10.52%
10Y*

EUNL.DE

1D
0.02%
1M
4.80%
YTD
10.86%
6M
11.29%
1Y
23.80%
3Y*
17.55%
5Y*
12.89%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUSW.L vs. EUNL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SUSW.L
iShares MSCI World SRI UCITS ETF EUR (Acc)
11.31%1.89%18.34%20.78%-16.40%35.65%10.76%32.32%-3.09%2.02%
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
10.86%7.90%25.93%20.13%-13.59%32.71%5.48%31.34%-5.13%2.07%

Correlation

The correlation between SUSW.L and EUNL.DE is 0.91, 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

0.91

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

0.91

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

0.93

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2017

0.91

The correlation between SUSW.L and EUNL.DE has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

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Return for Risk

SUSW.L vs. EUNL.DE — Risk / Return Rank

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

SUSW.L
SUSW.L Risk / Return Rank: 4646
Overall Rank
SUSW.L Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SUSW.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
SUSW.L Omega Ratio Rank: 4444
Omega Ratio Rank
SUSW.L Calmar Ratio Rank: 4848
Calmar Ratio Rank
SUSW.L Martin Ratio Rank: 5252
Martin Ratio Rank

EUNL.DE
EUNL.DE Risk / Return Rank: 7070
Overall Rank
EUNL.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 6868
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 7777
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.

SUSW.L vs. EUNL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


SUSW.LEUNL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.79

Omega ratioGain probability vs. loss probability

1.28

1.40

-0.12

Calmar ratioReturn relative to maximum drawdown

2.35

3.64

-1.29

Martin ratioReturn relative to average drawdown

8.66

14.52

-5.85

SUSW.L vs. EUNL.DE - Sharpe Ratio Comparison

The current SUSW.L Sharpe Ratio is 1.50, which is comparable to the EUNL.DE Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of SUSW.L and EUNL.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


SUSW.LEUNL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.50

2.12

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.90

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.82

-0.06

Drawdowns

SUSW.L vs. EUNL.DE - Drawdown Comparison

The maximum SUSW.L drawdown since its inception was -32.09%, roughly equal to the maximum EUNL.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for SUSW.L and EUNL.DE.


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Drawdown Indicators


SUSW.LEUNL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.09%

-33.63%

+1.54%

Max Drawdown (1Y)

Largest decline over 1 year

-7.80%

-6.50%

-1.30%

Max Drawdown (3Y)

Largest decline over 3 years

-21.13%

-21.73%

+0.60%

Max Drawdown (5Y)

Largest decline over 5 years

-21.13%

-21.73%

+0.60%

Max Drawdown (10Y)

Largest decline over 10 years

-33.63%

Current Drawdown

Current decline from peak

0.00%

-0.31%

+0.31%

Average Drawdown

Average peak-to-trough decline

-4.93%

-4.25%

-0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

1.64%

+0.50%

Volatility

SUSW.L vs. EUNL.DE - Volatility Comparison

iShares MSCI World SRI UCITS ETF EUR (Acc) (SUSW.L) has a higher volatility of 3.49% compared to iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) at 2.62%. This indicates that SUSW.L's price experiences larger fluctuations and is considered to be riskier than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SUSW.LEUNL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.49%

2.62%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

9.12%

7.72%

+1.40%

Volatility (1Y)

Calculated over the trailing 1-year period

12.26%

11.16%

+1.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.61%

14.17%

+0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.23%

15.17%

+1.06%

SUSW.L vs. EUNL.DE - Expense Ratio Comparison

Both SUSW.L and EUNL.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

SUSW.L vs. EUNL.DE - Dividend Comparison

Neither SUSW.L nor EUNL.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.91, SUSW.L and EUNL.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 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

SUSW.L and EUNL.DE have the same expense ratio: 0.20% per year.

SUSW.L tracks MSCI ACWI NR USD, while EUNL.DE tracks MSCI World Index.

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