Vanguard S&P 500 UCITS ETF (VUSA.L)
VUSA.L is a passive ETF by Vanguard tracking the investment results of the Russell 1000 TR USD. VUSA.L launched on May 22, 2012 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00B3XXRP09 |
|---|---|
| WKN | A1JX53 |
| Issuer | Vanguard |
| Inception Date | May 22, 2012 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Distributing |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
VUSA.L has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Vanguard S&P 500 UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard S&P 500 UCITS ETF had a return of 11.72% year-to-date (YTD) and 28.44% in the last 12 months. Over the past 10 years, Vanguard S&P 500 UCITS ETF had an annualized return of 16.49%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.72% | 11.29% |
| 1 month | 1.35% | 4.87% |
| 6 months | 15.97% | 17.88% |
| 1 year | 28.44% | 29.16% |
| 5 years (annualized) | 15.04% | 13.20% |
| 10 years (annualized) | 16.49% | 10.97% |
Monthly Returns
The table below presents the monthly returns of VUSA.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.35% | 4.67% | 3.59% | -2.23% | 11.72% | ||||||||
| 2023 | 3.41% | 0.22% | 0.62% | 0.08% | 2.06% | 4.07% | 2.16% | 0.28% | -0.83% | -2.61% | 4.74% | 4.65% | 20.22% |
| 2022 | -5.98% | -1.73% | 7.26% | -3.61% | -2.71% | -4.53% | 8.12% | 1.83% | -3.77% | 2.61% | -1.56% | -3.90% | -8.74% |
| 2021 | -0.39% | 1.28% | 5.19% | 4.88% | -1.81% | 4.92% | 1.82% | 4.22% | -1.82% | 4.11% | 3.39% | 2.32% | 31.59% |
| 2020 | 0.57% | -6.85% | -6.69% | 9.05% | 5.80% | 2.03% | -0.68% | 6.25% | 0.06% | -3.45% | 7.04% | 1.66% | 14.15% |
| 2019 | 4.83% | 2.39% | 3.64% | 3.73% | -2.29% | 5.45% | 6.97% | -2.78% | 1.42% | -3.20% | 4.07% | 0.59% | 27.08% |
| 2018 | -0.24% | 0.06% | -5.29% | 3.66% | 5.38% | 1.76% | 3.55% | 4.18% | 0.41% | -4.77% | 0.88% | -8.20% | 0.39% |
| 2017 | -1.33% | 5.69% | -0.47% | -2.45% | 1.43% | 0.17% | 0.64% | 2.37% | -1.86% | 3.55% | 1.03% | 2.23% | 11.26% |
| 2016 | -2.69% | 4.20% | 2.49% | -1.93% | 2.75% | 9.32% | 4.38% | 1.15% | 1.12% | 4.81% | 1.55% | 3.84% | 35.10% |
| 2015 | -0.05% | 2.50% | 2.99% | -2.38% | 1.05% | -4.46% | 3.06% | -3.89% | -2.04% | 7.00% | 2.74% | 0.67% | 6.76% |
| 2014 | -2.34% | 2.65% | 1.22% | -0.79% | 3.22% | 0.61% | 0.42% | 4.99% | 1.78% | 2.97% | 5.54% | 1.21% | 23.40% |
| 2013 | 9.87% | 6.19% | 3.34% | -0.72% | 6.96% | -2.58% | 5.32% | -5.21% | -1.11% | 5.77% | 0.87% | 1.05% | 32.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of VUSA.L is 95, placing it in the top 5% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
VUSA.L (Vanguard S&P 500 UCITS ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard S&P 500 UCITS ETF granted a 1.41% dividend yield in the last twelve months. The annual payout for that period amounted to £1.12 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £1.12 | £1.11 | £1.04 | £0.97 | £0.95 | £0.88 | £0.84 | £0.79 | £0.73 | £0.70 | £0.62 | £0.54 |
Dividend yield | 1.41% | 1.56% | 1.73% | 1.45% | 1.83% | 1.90% | 2.26% | 2.09% | 2.10% | 2.65% | 2.44% | 2.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard S&P 500 UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £0.00 | £0.30 | £0.00 | £0.00 | £0.30 | |||||||
| 2023 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.27 | £0.00 | £0.00 | £0.28 | £1.11 |
| 2022 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.26 | £1.04 |
| 2021 | £0.00 | £0.00 | £0.24 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.24 | £0.97 |
| 2020 | £0.00 | £0.00 | £0.29 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.25 | £0.00 | £0.00 | £0.21 | £0.95 |
| 2019 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.23 | £0.00 | £0.00 | £0.20 | £0.88 |
| 2018 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.20 | £0.00 | £0.00 | £0.22 | £0.00 | £0.00 | £0.21 | £0.84 |
| 2017 | £0.00 | £0.00 | £0.21 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.21 | £0.79 |
| 2016 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.19 | £0.00 | £0.00 | £0.18 | £0.73 |
| 2015 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.18 | £0.00 | £0.00 | £0.18 | £0.70 |
| 2014 | £0.00 | £0.00 | £0.16 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.17 | £0.62 |
| 2013 | £0.13 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.13 | £0.54 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard S&P 500 UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard S&P 500 UCITS ETF was 25.47%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 106 | Aug 24, 2020 | 129 |
| -15.68% | Oct 4, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -15.5% | Dec 31, 2021 | 114 | Jun 16, 2022 | 42 | Aug 15, 2022 | 156 |
| -14.52% | Apr 14, 2015 | 93 | Aug 24, 2015 | 130 | Feb 26, 2016 | 223 |
| -11.67% | Aug 22, 2022 | 85 | Dec 20, 2022 | 143 | Jul 19, 2023 | 228 |
Volatility
Volatility Chart
The current Vanguard S&P 500 UCITS ETF volatility is 4.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.