100D.L vs. FGT.L
Compare and contrast key facts about Amundi FTSE 100 UCITS ETF (100D.L) and Finsbury Growth & Income Trust (FGT.L).
100D.L is a passively managed fund by Amundi that tracks the performance of the FTSE AllSh TR GBP. It was launched on Sep 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 100D.L or FGT.L.
Key characteristics
| 100D.L | FGT.L | |
|---|---|---|
| YTD Return | 10.33% | 0.34% |
| 1Y Return | 12.45% | -3.33% |
| 3Y Return (Ann) | 9.95% | 0.13% |
| 5Y Return (Ann) | 6.62% | 1.31% |
| Sharpe Ratio | 1.10 | -0.27 |
| Daily Std Dev | 10.99% | 11.79% |
| Max Drawdown | -34.63% | -53.70% |
| Current Drawdown | -0.40% | -5.33% |
Correlation
The correlation between 100D.L and FGT.L is 0.77, 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
100D.L vs. FGT.L - Performance Comparison
In the year-to-date period, 100D.L achieves a 10.33% return, which is significantly higher than FGT.L's 0.34% 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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Risk-Adjusted Performance
100D.L vs. FGT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi FTSE 100 UCITS ETF (100D.L) and Finsbury Growth & Income Trust (FGT.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
100D.L vs. FGT.L - Dividend Comparison
100D.L's dividend yield for the trailing twelve months is around 0.04%, more than FGT.L's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
100D.L Amundi FTSE 100 UCITS ETF | 0.04% | 0.04% | 0.04% | 0.03% | 0.03% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FGT.L Finsbury Growth & Income Trust | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% | 0.02% |
Drawdowns
100D.L vs. FGT.L - Drawdown Comparison
The maximum 100D.L drawdown since its inception was -34.63%, smaller than the maximum FGT.L drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for 100D.L and FGT.L. For additional features, visit the drawdowns tool.
Volatility
100D.L vs. FGT.L - Volatility Comparison
Amundi FTSE 100 UCITS ETF (100D.L) and Finsbury Growth & Income Trust (FGT.L) have volatilities of 3.92% and 4.02%, 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.