500D.L vs. EWSP.L
500D.L (Amundi S&P 500 Swap UCITS ETF USD Dist) and EWSP.L (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) are both S&P 500 funds - 500D.L tracks the S&P 500 Index while EWSP.L tracks the S&P 500 Equal Weight Index. Both are passively managed. Over the past 3 years, 500D.L returned 19.92%/yr vs 13.36%/yr for EWSP.L. A 0.74 correlation means they provide meaningful diversification when combined. 500D.L charges 0.15%/yr vs 0.20%/yr for EWSP.L.
Performance
500D.L vs. EWSP.L - Performance Comparison
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Different Trading Currencies
500D.L is traded in USD, while EWSP.L is traded in GBP. To make them comparable, the EWSP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 500D.L achieves a 10.34% return, which is significantly lower than EWSP.L's 11.71% return.
500D.L
- 1D
- 0.00%
- 1M
- 0.76%
- 6M
- 9.33%
- YTD
- 10.34%
- 1Y
- 21.44%
- 3Y*
- 19.92%
- 5Y*
- —
- 10Y*
- —
EWSP.L
- 1D
- -0.39%
- 1M
- 1.90%
- 6M
- 8.40%
- YTD
- 11.71%
- 1Y
- 18.22%
- 3Y*
- 13.36%
- 5Y*
- —
- 10Y*
- —
500D.L vs. EWSP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 10.34% | 17.37% | 25.36% | 26.84% | -6.83% |
EWSP.L iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 11.71% | 11.87% | 12.06% | 13.48% | -19.44% |
Correlation
The correlation between 500D.L and EWSP.L is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2022 | 0.74 |
The correlation between 500D.L and EWSP.L has been stable across timeframes, ranging from 0.64 to 0.74 - a consistent structural relationship.
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Return for Risk
500D.L vs. EWSP.L — Risk / Return Rank
500D.L
EWSP.L
500D.L vs. EWSP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) and iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 500D.L | EWSP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.31 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 2.56 | -0.01 |
| Martin ratioReturn relative to average drawdown | 10.52 | 9.27 | +1.25 |
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Drawdowns
500D.L vs. EWSP.L - Drawdown Comparison
The maximum 500D.L drawdown since its inception was -24.21%, smaller than the maximum EWSP.L drawdown of -27.73%. Use the drawdown chart below to compare losses from any high point for 500D.L and EWSP.L.
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Drawdown Indicators
| 500D.L | EWSP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.21% | -27.73% | +3.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -7.08% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -18.97% | -19.07% | +0.10% |
Current DrawdownCurrent decline from peak | -0.57% | -0.42% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -8.91% | +3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.96% | +0.07% |
Volatility
500D.L vs. EWSP.L - Volatility Comparison
Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) has a higher volatility of 2.91% compared to iShares S&P 500 Equal Weight UCITS ETF USD (Acc) (EWSP.L) at 2.30%. This indicates that 500D.L's price experiences larger fluctuations and is considered to be riskier than EWSP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 500D.L | EWSP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.30% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 7.27% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 10.27% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.25% | 22.74% | -6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 22.74% | -6.49% |
500D.L vs. EWSP.L - Expense Ratio Comparison
500D.L has a 0.15% expense ratio, which is lower than EWSP.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
500D.L vs. EWSP.L - Dividend Comparison
500D.L's dividend yield for the trailing twelve months is around 0.82%, while EWSP.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 0.82% | 0.90% | 1.17% | 0.93% | 1.44% |
EWSP.L iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
500D.L and EWSP.L have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 500D.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
500D.L is cheaper with a 0.15% expense ratio, compared with 0.20% for EWSP.L.
500D.L tracks S&P 500 Index, while EWSP.L tracks S&P 500 Equal Weight Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.15% for 500D.L and 0.20% for EWSP.L.
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