XD3E.L vs. MWRD.L
Compare and contrast key facts about Xtrackers EURO STOXX Quality Dividend UCITS ETF 1D (XD3E.L) and Amundi Index MSCI World (MWRD.L).
XD3E.L and MWRD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XD3E.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI EMU NR EUR. It was launched on Jun 1, 2007. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. Both XD3E.L and MWRD.L 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: XD3E.L or MWRD.L.
Key characteristics
| XD3E.L | MWRD.L |
|---|
Correlation
The correlation between XD3E.L and MWRD.L is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XD3E.L vs. MWRD.L - Performance Comparison
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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XD3E.L vs. MWRD.L - Expense Ratio Comparison
XD3E.L has a 0.30% expense ratio, which is higher than MWRD.L's 0.08% expense ratio.
Risk-Adjusted Performance
XD3E.L vs. MWRD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers EURO STOXX Quality Dividend UCITS ETF 1D (XD3E.L) and Amundi Index MSCI World (MWRD.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.
Dividends
XD3E.L vs. MWRD.L - Dividend Comparison
XD3E.L's dividend yield for the trailing twelve months is around 5.11%, while MWRD.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XD3E.L Xtrackers EURO STOXX Quality Dividend UCITS ETF 1D | 5.11% | 4.28% | 4.41% | 5.88% | 5.81% | 2.39% | 4.49% | 2.86% | 2.73% | 0.14% | 4.39% | 4.26% |
MWRD.L Amundi Index MSCI World | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XD3E.L vs. MWRD.L - Drawdown Comparison
Volatility
XD3E.L vs. MWRD.L - Volatility Comparison
Xtrackers EURO STOXX Quality Dividend UCITS ETF 1D (XD3E.L) has a higher volatility of 4.32% compared to Amundi Index MSCI World (MWRD.L) at 0.00%. This indicates that XD3E.L's price experiences larger fluctuations and is considered to be riskier than MWRD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.