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Question regarding the return on SRI ETFs

My girlfriend has been investing in the MSCI world SRI for about 4 years $SUSW (+0.01%) . I, on the other hand, have been saving in the FTSE ALL WORLD $VWCE (+0.17%) . In the first few years, both have performed relatively equally, sometimes even the SRI slightly better. However, when I compared the charts again yesterday, I was shocked to see that the $VWCE (+0.17%) made a return of around 13% in the space of a year, while the $SUSW (+0.01%) only made a return of around 4%. Will this even out over many years, with one performing better than the other, or will SRI ETFs generate significantly poorer returns in the long term? How do you see it?

4 Comments

Schmon@SchmonInvest

Compare the $SUSW with the $IWDA, it makes no sense to compare it with an allworld. The allworld contains, among other things, EM

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Aktien-Investor@Aktien-Investor

This is due to the weighting, mainly of TECH stocks. In $SUSW the largest 10 positions are partly other... Companies that barely performed last year... that's where the performance difference comes from.

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KingC@RaphGM

Perhaps the fund currency also has an influence: $VWCE is in $ when $SUSW is in €.

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Variuzoo@Variuzoo

@RaphGM Yes, the $SUWS is actually in euros. I hadn't really thought about the fact that this also influences the chart. Thank you very much!

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