500D.L vs. 500U.L
Compare and contrast key facts about Amundi S&P 500 UCITS ETF USD (D) (500D.L) and Amundi S&P 500 UCITS ETF C USD (500U.L).
500D.L and 500U.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 500D.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Nov 4, 2021. 500U.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 22, 2018. Both 500D.L and 500U.L 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: 500D.L or 500U.L.
Correlation
The correlation between 500D.L and 500U.L is 0.57, 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
500D.L vs. 500U.L - Performance Comparison
Key characteristics
500D.L:
0.62
500U.L:
0.63
500D.L:
0.90
500U.L:
0.92
500D.L:
1.13
500U.L:
1.13
500D.L:
0.54
500U.L:
0.57
500D.L:
2.21
500U.L:
2.24
500D.L:
4.66%
500U.L:
4.65%
500D.L:
17.35%
500U.L:
17.00%
500D.L:
-24.21%
500U.L:
-34.04%
500D.L:
-7.06%
500U.L:
-7.06%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with 500D.L at -3.88% and 500U.L at -3.88%.
500D.L
-3.88%
10.19%
-4.22%
10.82%
N/A
N/A
500U.L
-3.88%
10.11%
-4.22%
10.86%
16.13%
12.17%
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500D.L vs. 500U.L - Expense Ratio Comparison
500D.L has a 0.15% expense ratio, which is higher than 500U.L's 0.05% 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
500D.L vs. 500U.L — Risk-Adjusted Performance Rank
500D.L
500U.L
500D.L vs. 500U.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF USD (D) (500D.L) and Amundi S&P 500 UCITS ETF C USD (500U.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
500D.L vs. 500U.L - Dividend Comparison
500D.L's dividend yield for the trailing twelve months is around 1.22%, while 500U.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
500D.L Amundi S&P 500 UCITS ETF USD (D) | 1.22% | 1.17% | 0.93% | 1.44% |
500U.L Amundi S&P 500 UCITS ETF C USD | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
500D.L vs. 500U.L - Drawdown Comparison
The maximum 500D.L drawdown since its inception was -24.21%, smaller than the maximum 500U.L drawdown of -34.04%. Use the drawdown chart below to compare losses from any high point for 500D.L and 500U.L. For additional features, visit the drawdowns tool.
Volatility
500D.L vs. 500U.L - Volatility Comparison
Amundi S&P 500 UCITS ETF USD (D) (500D.L) has a higher volatility of 10.09% compared to Amundi S&P 500 UCITS ETF C USD (500U.L) at 9.41%. This indicates that 500D.L's price experiences larger fluctuations and is considered to be riskier than 500U.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.