500D.L vs. SPMV.L
500D.L (Amundi S&P 500 Swap UCITS ETF USD Dist) and SPMV.L (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)) are both S&P 500 funds - 500D.L tracks the S&P 500 Index while SPMV.L tracks the S&P 500 Minimum Volatility Net in USD. Both are passively managed. Over the past 3 years, 500D.L returned 19.92%/yr vs 12.84%/yr for SPMV.L. Their correlation of 0.84 suggests significant overlap in exposure. 500D.L charges 0.15%/yr vs 0.20%/yr for SPMV.L.
Performance
500D.L vs. SPMV.L - Performance Comparison
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Returns By Period
In the year-to-date period, 500D.L achieves a 10.34% return, which is significantly higher than SPMV.L's 4.24% return.
500D.L
- 1D
- 0.00%
- 1M
- 0.76%
- 6M
- 9.33%
- YTD
- 10.34%
- 1Y
- 21.44%
- 3Y*
- 19.92%
- 5Y*
- —
- 10Y*
- —
SPMV.L
- 1D
- -0.19%
- 1M
- 0.14%
- 6M
- 4.46%
- YTD
- 4.24%
- 1Y
- 10.52%
- 3Y*
- 12.84%
- 5Y*
- 8.28%
- 10Y*
- 9.98%
500D.L vs. SPMV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
500D.L Amundi S&P 500 Swap UCITS ETF USD Dist | 10.34% | 17.37% | 25.36% | 26.84% | -18.54% | 1.80% |
SPMV.L iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | 4.24% | 11.55% | 18.68% | 9.94% | -11.05% | 4.96% |
Correlation
The correlation between 500D.L and SPMV.L is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2021 | 0.84 |
The correlation between 500D.L and SPMV.L has been stable across timeframes, ranging from 0.82 to 0.84 - a consistent structural relationship.
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Return for Risk
500D.L vs. SPMV.L — Risk / Return Rank
500D.L
SPMV.L
500D.L vs. SPMV.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 Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (SPMV.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 | SPMV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 1.68 | +0.88 |
| Martin ratioReturn relative to average drawdown | 10.52 | 6.62 | +3.91 |
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Drawdowns
500D.L vs. SPMV.L - Drawdown Comparison
The maximum 500D.L drawdown since its inception was -24.21%, smaller than the maximum SPMV.L drawdown of -33.34%. Use the drawdown chart below to compare losses from any high point for 500D.L and SPMV.L.
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Drawdown Indicators
| 500D.L | SPMV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.21% | -33.34% | +9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.35% | -6.23% | -2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -18.97% | -12.31% | -6.66% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.34% | — |
Current DrawdownCurrent decline from peak | -0.57% | -0.75% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -3.13% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.59% | +0.44% |
Volatility
500D.L vs. SPMV.L - Volatility Comparison
Amundi S&P 500 Swap UCITS ETF USD Dist (500D.L) has a higher volatility of 2.91% compared to iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (SPMV.L) at 1.82%. This indicates that 500D.L's price experiences larger fluctuations and is considered to be riskier than SPMV.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 | SPMV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 1.82% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 6.37% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 8.50% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.25% | 12.67% | +3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 13.77% | +2.48% |
500D.L vs. SPMV.L - Expense Ratio Comparison
500D.L has a 0.15% expense ratio, which is lower than SPMV.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. SPMV.L - Dividend Comparison
500D.L's dividend yield for the trailing twelve months is around 0.82%, while SPMV.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% |
SPMV.L iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
500D.L and SPMV.L have a correlation of 0.82, 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 SPMV.L.
500D.L tracks S&P 500 Index, while SPMV.L tracks S&P 500 Minimum Volatility Net in USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.15% for 500D.L and 0.20% for SPMV.L.
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