TSWE.DE vs. LCUW.DE
Compare and contrast key facts about VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) and Amundi MSCI World V UCITS ETF Acc (LCUW.DE).
TSWE.DE and LCUW.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TSWE.DE is a passively managed fund by VanEck that tracks the performance of the Solactive Sustainable World Equity. It was launched on May 3, 2013. LCUW.DE is a passively managed fund by Amundi that tracks the performance of the MSCI World. It was launched on Feb 28, 2018. Both TSWE.DE and LCUW.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSWE.DE or LCUW.DE.
Key characteristics
| TSWE.DE | LCUW.DE | |
|---|---|---|
| YTD Return | 15.78% | 25.75% |
| 1Y Return | 24.59% | 34.06% |
| 3Y Return (Ann) | 4.18% | 9.69% |
| 5Y Return (Ann) | 8.25% | 13.16% |
| Sharpe Ratio | 2.16 | 2.94 |
| Sortino Ratio | 2.88 | 3.93 |
| Omega Ratio | 1.43 | 1.62 |
| Calmar Ratio | 2.39 | 3.89 |
| Martin Ratio | 12.50 | 18.60 |
| Ulcer Index | 1.78% | 1.71% |
| Daily Std Dev | 10.27% | 10.81% |
| Max Drawdown | -33.91% | -33.66% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TSWE.DE and LCUW.DE is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TSWE.DE vs. LCUW.DE - Performance Comparison
In the year-to-date period, TSWE.DE achieves a 15.78% return, which is significantly lower than LCUW.DE's 25.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TSWE.DE vs. LCUW.DE - Expense Ratio Comparison
TSWE.DE has a 0.20% expense ratio, which is higher than LCUW.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
TSWE.DE vs. LCUW.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) and Amundi MSCI World V UCITS ETF Acc (LCUW.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.
Dividends
TSWE.DE vs. LCUW.DE - Dividend Comparison
Neither TSWE.DE nor LCUW.DE has paid dividends to shareholders.
Drawdowns
TSWE.DE vs. LCUW.DE - Drawdown Comparison
The maximum TSWE.DE drawdown since its inception was -33.91%, roughly equal to the maximum LCUW.DE drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for TSWE.DE and LCUW.DE. For additional features, visit the drawdowns tool.
Volatility
TSWE.DE vs. LCUW.DE - Volatility Comparison
VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) and Amundi MSCI World V UCITS ETF Acc (LCUW.DE) have volatilities of 2.94% and 3.01%, 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.