500D.L vs. SPMO
Compare and contrast key facts about Amundi S&P 500 UCITS ETF USD (D) (500D.L) and Invesco S&P 500® Momentum ETF (SPMO).
500D.L and SPMO 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. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015. Both 500D.L and SPMO 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 SPMO.
Correlation
The correlation between 500D.L and SPMO is 0.56, 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. SPMO - Performance Comparison
Key characteristics
500D.L:
0.62
SPMO:
1.02
500D.L:
0.90
SPMO:
1.51
500D.L:
1.13
SPMO:
1.22
500D.L:
0.54
SPMO:
1.25
500D.L:
2.21
SPMO:
4.52
500D.L:
4.66%
SPMO:
5.57%
500D.L:
17.35%
SPMO:
24.70%
500D.L:
-24.21%
SPMO:
-30.95%
500D.L:
-7.06%
SPMO:
-4.43%
Returns By Period
In the year-to-date period, 500D.L achieves a -3.88% return, which is significantly lower than SPMO's 3.87% return.
500D.L
-3.88%
10.19%
-4.22%
10.82%
N/A
N/A
SPMO
3.87%
19.16%
2.96%
25.00%
20.72%
N/A
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500D.L vs. SPMO - Expense Ratio Comparison
500D.L has a 0.15% expense ratio, which is higher than SPMO's 0.13% 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. SPMO — Risk-Adjusted Performance Rank
500D.L
SPMO
500D.L vs. SPMO - 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 Invesco S&P 500® Momentum ETF (SPMO). 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. SPMO - Dividend Comparison
500D.L's dividend yield for the trailing twelve months is around 1.22%, more than SPMO's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
500D.L Amundi S&P 500 UCITS ETF USD (D) | 1.22% | 1.17% | 0.93% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPMO Invesco S&P 500® Momentum ETF | 0.52% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
500D.L vs. SPMO - Drawdown Comparison
The maximum 500D.L drawdown since its inception was -24.21%, smaller than the maximum SPMO drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for 500D.L and SPMO. For additional features, visit the drawdowns tool.
Volatility
500D.L vs. SPMO - Volatility Comparison
The current volatility for Amundi S&P 500 UCITS ETF USD (D) (500D.L) is 7.98%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 13.05%. This indicates that 500D.L experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.