10AJ.DE vs. VOO
Compare and contrast key facts about Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) and Vanguard S&P 500 ETF (VOO).
10AJ.DE and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both 10AJ.DE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 10AJ.DE or VOO.
Key characteristics
| 10AJ.DE | VOO | |
|---|---|---|
| YTD Return | 6.80% | 19.40% |
| 1Y Return | 14.12% | 27.03% |
| 3Y Return (Ann) | -0.75% | 9.37% |
| 5Y Return (Ann) | 0.96% | 15.93% |
| Sharpe Ratio | 0.97 | 2.17 |
| Daily Std Dev | 14.11% | 12.37% |
| Max Drawdown | -42.62% | -33.99% |
| Current Drawdown | -10.82% | -0.19% |
Correlation
The correlation between 10AJ.DE and VOO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
10AJ.DE vs. VOO - Performance Comparison
In the year-to-date period, 10AJ.DE achieves a 6.80% return, which is significantly lower than VOO's 19.40% 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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10AJ.DE vs. VOO - Expense Ratio Comparison
10AJ.DE has a 0.24% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
10AJ.DE vs. VOO - Risk-Adjusted Performance 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 Vanguard S&P 500 ETF (VOO). 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
10AJ.DE vs. VOO - Dividend Comparison
10AJ.DE's dividend yield for the trailing twelve months is around 2.79%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.79% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
10AJ.DE vs. VOO - Drawdown Comparison
The maximum 10AJ.DE drawdown since its inception was -42.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for 10AJ.DE and VOO. For additional features, visit the drawdowns tool.
Volatility
10AJ.DE vs. VOO - Volatility Comparison
The current volatility for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) is 3.63%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.51%. This indicates that 10AJ.DE experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.