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Comparison report · official data side by side

SADH vs ESGUSA

SADH — Amundi MSCI USA ESG Selection UCITS ETF Acc EUR Hedged
IE000IP0UC52 · Equity · United States · Sustainable / ESG
ESGUSA — Amundi MSCI USA ESG Selection UCITS ETF Acc
IE000PEAJOT0 · Equity · United States · Sustainable / ESG
Open the interactive comparison on rebalix.com →

Comparison window: 22 Oct 2020 → 8 Sept 2026 (max: from the most recent launch) · currency: 🇪🇺 EUR · inflation: 🇮🇹 Italy · distributions: reinvested where declared

Report produced on 10 September 2026 · data as of the dates shown per section
Sources: official issuer documents (KID, factsheet, declared NAV series and holdings), ESMA register, ECB rates, Eurostat
Public methodology: rebalix.com/en/methodology

Informational document generated by rebalix.com — facts side by side, no recommendations. It does not constitute investment advice or investment research under Directive 2014/65/EU (MiFID II). Past performance is not indicative of future results.

RebalixSADH vs ESGUSA · report of 10 September 2026

The funds at a glance

From official issuer documents and the ESMA register
SADHIE000IP0UC52Amundi MSCI USA ESG Selection UCITS ETF Acc EUR HedgedEquity · United States · Sustainable / ESG
Declared index
MSCI USA ESG Selection P-Series 5% Issuer Capped
TER
0.17%
Transaction (KID)
0.01%
Fund size
233 mln EUR
Launch
14 Sept 2023
Currency
EUR
Replication
Physical
Hedging
Yes — in EUR
Holdings
250
Effective 🇮🇹 rate
26.00%
ESGUSAIE000PEAJOT0Amundi MSCI USA ESG Selection UCITS ETF AccEquity · United States · Sustainable / ESG
Declared index
MSCI USA ESG Selection P-Series 5% Issuer Capped
TER
0.15%
Transaction (KID)
0.01%
Fund size
458 mln EUR
Launch
14 Sept 2023
Currency
USD
Replication
Physical
Hedging
No
Holdings
250
Effective 🇮🇹 rate
26.00%

Tracking difference — year by year

Fund minus index, from issuer-declared series (complete calendar years). Each measures adherence to its OWN index.
SADH3y avg: +0.02%/anno
2025
+0.05%
2024
+0.14%
2023
−0.12%
2022
−0.25%
2021
−0.29%
ESGUSA3y avg: −0.01%/anno
2025
+0.12%
2024
+0.01%
2023
−0.17%
2022
−0.07%
2021
−0.18%
Rebalix · SADH vs ESGUSAsection 1 of 4
RebalixSADH vs ESGUSA · report of 10 September 2026
SADH — Amundi MSCI USA ESG Selection UCITS ETF Acc EUR Hedged · IE000IP0UC52 · Equity · United States · Sustainable / ESG
ESGUSA — Amundi MSCI USA ESG Selection UCITS ETF Acc · IE000PEAJOT0 · Equity · United States · Sustainable / ESG

Performance over the period, in euro

From 22 Oct 2020 to 8 Sept 2026 · base 100 · ECB rates, dividends reinvested where declared
In euro (nominal)
10024086202233
In today’s purchasing power (net of Italy inflation)
10024086163189
SADHESGUSA
Same scale in both panels: the gap between endpoints is Italian inflation over the period (Eurostat). Volatility stays nominal, as everywhere on the site.

How far they fell — drawdown from peak (nominal)

In euro · distance from the previous peak, day by day, on NAV: for distributing classes it includes ex-dividend drops (slightly deeper than total return)
0%-5%-10%-15%-20%-25%-30%SADHESGUSA202120222023202420252026trough SADH: −29.0% · 14 Oct 2022trough ESGUSA: −22.9% · 08 Apr 2025
Filled area: SADH; thin lines: the other funds.
The worst episode, fund by fund
FundMax drawdownTroughRecovery timeUnderwater
SADH−29.0%14 Oct 2022489 days778 days · back to break-even on 15 Feb 2024
ESGUSA−22.9%08 Apr 2025276 days351 days · back to break-even on 09 Jan 2026
"Recovery time" = the climb only: trough to break-even (0%). "Underwater" = decline + recovery: peak to break-even.

Drawdown net of Italy inflation

Same curve in purchasing-power terms: as on the site, drawdown follows the real view (volatility stays nominal, per methodology)
0%-10%-20%-30%-40%-50%SADHESGUSA202120222023202420252026trough SADH: −36.2% · 14 Oct 2022trough ESGUSA: −25.9% · 28 Dec 2022
In real terms declines are deeper and recoveries slower. Monthly price index (Eurostat), held at the last published value.
Rebalix · SADH vs ESGUSAsection 2 of 4
RebalixSADH vs ESGUSA · report of 10 September 2026
SADH — Amundi MSCI USA ESG Selection UCITS ETF Acc EUR Hedged · IE000IP0UC52 · Equity · United States · Sustainable / ESG
ESGUSA — Amundi MSCI USA ESG Selection UCITS ETF Acc · IE000PEAJOT0 · Equity · United States · Sustainable / ESG

Geographic composition

% of portfolio, from full declared holdings
◀ SADHESGUSA ▶United States98.9%98.9%

Sector composition

GICS sectors, same sources and dates
◀ SADHESGUSA ▶Information Technology37.1%37.1%Communication Services12.8%12.8%Financials11.8%11.8%Health Care9.5%9.5%Consumer Discretionary8.5%8.5%Industrials8.2%8.2%Consumer Staples5.5%5.5%Materials2.1%2.1%

Portfolio overlap

250 common holdings · ticker match on full official portfolios
25%50%75%100%Weight of common holdings in SADH98.9%Weight of common holdings in ESGUSA98.9%Truly shared part (duplicated investment)98.9%
How the shared part is computed: for each security held by both funds, only the SMALLER of the two weights counts — a stock at 5% in one fund and 1% in the other overlaps by 1%, not 5%. Summed over all 250 common holdings this gives 98.9%: buying both funds, roughly this share of your money buys the same stocks twice. Matching uses the ISIN of each security, as published by both issuers in their baskets.
Rebalix · SADH vs ESGUSAsection 3 of 4
RebalixSADH vs ESGUSA · report of 10 September 2026

Full comparison table

"—" = not published by the source, never estimated
SADH — Amundi MSCI USA ESG Selection UCITS ETF Acc EUR Hedged · IE000IP0UC52 · Equity · United States · Sustainable / ESG
ESGUSA — Amundi MSCI USA ESG Selection UCITS ETF Acc · IE000PEAJOT0 · Equity · United States · Sustainable / ESG
MetricSADHESGUSANote
Identity
CategoryEquity · United States · Sustainable / ESGEquity · United States · Sustainable / ESGRebalix engine classification
ReplicationPhysicalPhysicalas declared by the issuer
Currency hedgingYes — hedged to EURNosource: class name, factsheet
Income policyaccumulatingaccumulating—
Costs
TER0.17%0.15%from the KID
Transaction costs (KID)0.01%0.01%internal
All-in cost0.18%0.16%TER + transaction
Tracking difference (3a)+0.02%−0.01%vs its OWN index
Performance in euro (ECB rates)
1 year+20.6%+24.2%—
3 years+59.7%+56.5%—
5 years+53.2%+75.7%—
10 years——— = series younger than the window
Risk · last 3 years
Volatility (ann.)+15.23%+15.27%—
Max drawdown−19.40%−19.12%—
Sharpe0.871.00risk-free = ECB MRO avg
Sortino1.271.47like Sharpe, downside only
Italian taxation
Effective capital-gains rate26.00%26.00%white list, current half-year
Documents & exchanges
Listing venues99ESMA register
Borsa Italiana ticker—ESGUSA—
Indicative cumulative cost: on 10,000 euro over 5 years (stated assumption: 5%/yr growth, cost = TER + transaction) ~116 euro SADH · ~104 euro ESGUSA. Broker costs not included.

Disclaimer

This document is for information only and does not constitute investment advice under Directive 2014/65/EU (MiFID II), investment research, a personal recommendation, or an offer or solicitation to buy or sell financial instruments.

Past performance is not indicative of, nor a guarantee of, future results. The value of an investment can go down as well as up and investors may not get back the capital invested. Euro returns are affected by currency fluctuations.

Before any investment decision, read the KID and the Prospectus, available from the issuers. Tax treatment depends on individual circumstances and may change.

Data come from official issuer documents and public registers, following the public methodology at rebalix.com/en/methodology. "—" fields were not published by the source and have not been estimated. Rebalix receives no compensation from the issuers mentioned.

Rebalix · SADH vs ESGUSAsection 4 of 4