10AJ.DE vs. SPYI
Compare and contrast key facts about Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) and NEOS S&P 500 High Income ETF (SPYI).
10AJ.DE and SPYI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 10AJ.DE is a passively managed fund by Amundi that tracks the performance of the FTSE EPRA/NAREIT Developed. It was launched on Feb 6, 2018. SPYI is an actively managed fund by Neos. It was launched on Aug 29, 2022.
Performance
10AJ.DE vs. SPYI - Performance Comparison
Loading graphics...
10AJ.DE vs. SPYI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 3.56% | -1.85% | 5.52% | 6.85% | -13.46% |
SPYI NEOS S&P 500 High Income ETF | -1.09% | 2.82% | 26.89% | 14.55% | -8.73% |
Different Trading Currencies
10AJ.DE is traded in EUR, while SPYI is traded in USD. To make them comparable, the SPYI values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, 10AJ.DE achieves a 3.56% return, which is significantly higher than SPYI's -1.09% return.
10AJ.DE
- 1D
- 0.93%
- 1M
- -5.92%
- YTD
- 3.56%
- 6M
- 2.58%
- 1Y
- 2.54%
- 3Y*
- 5.17%
- 5Y*
- 2.13%
- 10Y*
- —
SPYI
- 1D
- 0.45%
- 1M
- -2.68%
- YTD
- -1.09%
- 6M
- 2.06%
- 1Y
- 8.94%
- 3Y*
- 12.02%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
10AJ.DE vs. SPYI - Expense Ratio Comparison
10AJ.DE has a 0.24% expense ratio, which is lower than SPYI's 0.68% expense ratio.
Return for Risk
10AJ.DE vs. SPYI — Risk / Return Rank
10AJ.DE
SPYI
10AJ.DE vs. SPYI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) and NEOS S&P 500 High Income ETF (SPYI). 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.
| 10AJ.DE | SPYI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.48 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.78 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.13 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 0.70 | -0.42 |
Martin ratioReturn relative to average drawdown | 1.08 | 3.19 | -2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| 10AJ.DE | SPYI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.48 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.62 | -0.43 |
Correlation
The correlation between 10AJ.DE and SPYI is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
10AJ.DE vs. SPYI - Dividend Comparison
10AJ.DE's dividend yield for the trailing twelve months is around 2.89%, less than SPYI's 12.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.89% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% |
SPYI NEOS S&P 500 High Income ETF | 12.43% | 11.70% | 12.04% | 12.01% | 4.10% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
10AJ.DE vs. SPYI - Drawdown Comparison
The maximum 10AJ.DE drawdown since its inception was -42.62%, which is greater than SPYI's maximum drawdown of -21.83%. Use the drawdown chart below to compare losses from any high point for 10AJ.DE and SPYI.
Loading graphics...
Drawdown Indicators
| 10AJ.DE | SPYI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.62% | -16.47% | -26.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.34% | -11.02% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | — | — |
Current DrawdownCurrent decline from peak | -10.43% | -4.50% | -5.93% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -1.86% | -10.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.11% | +0.63% |
Volatility
10AJ.DE vs. SPYI - Volatility Comparison
Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) has a higher volatility of 4.39% compared to NEOS S&P 500 High Income ETF (SPYI) at 4.18%. This indicates that 10AJ.DE's price experiences larger fluctuations and is considered to be riskier than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| 10AJ.DE | SPYI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 4.18% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.03% | 8.76% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.59% | 18.73% | -4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 14.15% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 14.15% | +3.05% |