Correlation
The correlation between 500G.L and 500D.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.
500G.L vs. 500D.L
Compare and contrast key facts about Amundi S&P 500 UCITS ETF C USD (500G.L) and Amundi S&P 500 UCITS ETF USD (D) (500D.L).
500G.L and 500D.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 500G.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. 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. Both 500G.L and 500D.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: 500G.L or 500D.L.
Performance
500G.L vs. 500D.L - Performance Comparison
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Key characteristics
500G.L:
0.43
500D.L:
0.77
500G.L:
0.76
500D.L:
1.20
500G.L:
1.11
500D.L:
1.17
500G.L:
0.38
500D.L:
0.77
500G.L:
1.16
500D.L:
3.06
500G.L:
6.93%
500D.L:
4.76%
500G.L:
16.96%
500D.L:
17.69%
500G.L:
-25.52%
500D.L:
-24.21%
500G.L:
-11.24%
500D.L:
-3.36%
Returns By Period
In the year-to-date period, 500G.L achieves a -7.13% return, which is significantly lower than 500D.L's -0.05% return.
500G.L
-7.13%
5.97%
-7.42%
7.38%
11.64%
13.93%
N/A
500D.L
-0.05%
7.30%
-1.64%
13.68%
14.23%
N/A
N/A
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500G.L vs. 500D.L - Expense Ratio Comparison
500G.L has a 0.05% expense ratio, which is lower than 500D.L's 0.15% 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%.
Risk-Adjusted Performance
500G.L vs. 500D.L — Risk-Adjusted Performance Rank
500G.L
500D.L
500G.L vs. 500D.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF C USD (500G.L) and Amundi S&P 500 UCITS ETF USD (D) (500D.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.
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Dividends
500G.L vs. 500D.L - Dividend Comparison
500G.L has not paid dividends to shareholders, while 500D.L's dividend yield for the trailing twelve months is around 1.17%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
500G.L Amundi S&P 500 UCITS ETF C USD | 0.00% | 0.00% | 0.00% | 0.00% |
500D.L Amundi S&P 500 UCITS ETF USD (D) | 1.17% | 1.17% | 0.93% | 1.44% |
Drawdowns
500G.L vs. 500D.L - Drawdown Comparison
The maximum 500G.L drawdown since its inception was -25.52%, which is greater than 500D.L's maximum drawdown of -24.21%. Use the drawdown chart below to compare losses from any high point for 500G.L and 500D.L.
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Volatility
500G.L vs. 500D.L - Volatility Comparison
Amundi S&P 500 UCITS ETF C USD (500G.L) has a higher volatility of 5.61% compared to Amundi S&P 500 UCITS ETF USD (D) (500D.L) at 4.88%. This indicates that 500G.L's price experiences larger fluctuations and is considered to be riskier than 500D.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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