500G.L vs. ANXU.L
500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) and ANXU.L (Amundi Nasdaq-100 UCITS USD) are both exchange-traded funds - 500G.L is a S&P 500 fund tracking the S&P 500, while ANXU.L is a Nasdaq-100 fund tracking the Russell 1000 Growth TR USD. Both are passively managed. Over the past 10 years, 500G.L returned 16.24%/yr vs 22.69%/yr for ANXU.L. A 0.75 correlation means they provide meaningful diversification when combined. 500G.L charges 0.15%/yr vs 0.13%/yr for ANXU.L.
Performance
500G.L vs. ANXU.L - Performance Comparison
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Different Trading Currencies
500G.L is traded in GBp, while ANXU.L is traded in USD. To make them comparable, the ANXU.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, 500G.L achieves a 10.57% return, which is significantly lower than ANXU.L's 20.95% return. Over the past 10 years, 500G.L has underperformed ANXU.L with an annualized return of 16.24%, while ANXU.L has yielded a comparatively higher 22.69% annualized return.
500G.L
- 1D
- -0.04%
- 1M
- 5.53%
- YTD
- 10.57%
- 6M
- 10.49%
- 1Y
- 29.21%
- 3Y*
- 19.12%
- 5Y*
- 15.05%
- 10Y*
- 16.24%
ANXU.L
- 1D
- 0.00%
- 1M
- 10.24%
- YTD
- 20.95%
- 6M
- 19.24%
- 1Y
- 42.83%
- 3Y*
- 25.22%
- 5Y*
- 19.21%
- 10Y*
- 22.69%
500G.L vs. ANXU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 10.57% | 9.44% | 27.44% | 19.89% | -8.86% | 31.35% | 13.81% | 27.01% | 0.05% | 10.79% |
ANXU.L Amundi Nasdaq-100 UCITS USD | 20.15% | 11.32% | 28.95% | 48.68% | -25.30% | 28.68% | 41.33% | 36.74% | 4.00% | 20.61% |
Correlation
The correlation between 500G.L and ANXU.L is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016 | 0.75 |
The correlation between 500G.L and ANXU.L has been stable across timeframes, ranging from 0.75 to 0.85 - a consistent structural relationship.
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Return for Risk
500G.L vs. ANXU.L — Risk / Return Rank
500G.L
ANXU.L
500G.L vs. ANXU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) and Amundi Nasdaq-100 UCITS USD (ANXU.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.
| 500G.L | ANXU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.47 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 3.83 | +0.25 |
| Martin ratioReturn relative to average drawdown | 15.27 | 10.84 | +4.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 500G.L | ANXU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.76 | 2.68 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.05 | 0.96 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 1.23 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 1.30 | -0.22 |
Drawdowns
500G.L vs. ANXU.L - Drawdown Comparison
The maximum 500G.L drawdown since its inception was -25.52%, smaller than the maximum ANXU.L drawdown of -27.52%. Use the drawdown chart below to compare losses from any high point for 500G.L and ANXU.L.
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Drawdown Indicators
| 500G.L | ANXU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.52% | -27.52% | +2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -11.12% | +4.00% |
Max Drawdown (3Y)Largest decline over 3 years | -21.12% | -24.28% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -27.52% | +6.40% |
Max Drawdown (10Y)Largest decline over 10 years | -25.52% | -27.52% | +2.00% |
Current DrawdownCurrent decline from peak | -0.22% | 0.00% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -3.29% | -4.99% | +1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 3.94% | -2.03% |
Volatility
500G.L vs. ANXU.L - Volatility Comparison
The current volatility for Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) is 2.65%, while Amundi Nasdaq-100 UCITS USD (ANXU.L) has a volatility of 5.02%. This indicates that 500G.L experiences smaller price fluctuations and is considered to be less risky than ANXU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 500G.L | ANXU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 5.02% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 11.74% | -4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.55% | 15.89% | -5.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.31% | 20.08% | -5.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.54% | 21.15% | -5.61% |
500G.L vs. ANXU.L - Expense Ratio Comparison
500G.L has a 0.15% expense ratio, which is higher than ANXU.L'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%.
Dividends
500G.L vs. ANXU.L - Dividend Comparison
Neither 500G.L nor ANXU.L has paid dividends to shareholders.
Frequently Asked Questions
500G.L and ANXU.L have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXU.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXU.L is cheaper with a 0.13% expense ratio, compared with 0.15% for 500G.L.
500G.L is categorized as S&P 500, while ANXU.L is Nasdaq-100. 500G.L tracks S&P 500, while ANXU.L tracks Russell 1000 Growth TR USD. Their fees differ too: 0.15% for 500G.L and 0.13% for ANXU.L.
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