500G.L vs. IESU.L
500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) and IESU.L (iShares S&P 500 Energy Sector UCITS ETF USD (Acc)) are both exchange-traded funds - 500G.L is a S&P 500 fund tracking the S&P 500, while IESU.L is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy Index NTR. Both are passively managed. Over the past 10 years, 500G.L returned 11.67%/yr vs 8.50%/yr for IESU.L. At a 0.36 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.
Performance
500G.L vs. IESU.L - Performance Comparison
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Returns By Period
In the year-to-date period, 500G.L achieves a 10.15% return, which is significantly lower than IESU.L's 28.61% return. Over the past 10 years, 500G.L has outperformed IESU.L with an annualized return of 11.67%, while IESU.L has yielded a comparatively lower 8.50% annualized return.
500G.L
- 1D
- 0.00%
- 1M
- 0.14%
- 6M
- 8.61%
- YTD
- 10.15%
- 1Y
- 20.88%
- 3Y*
- 18.73%
- 5Y*
- 13.65%
- 10Y*
- 11.67%
IESU.L
- 1D
- 1.07%
- 1M
- 4.80%
- 6M
- 20.56%
- YTD
- 28.61%
- 1Y
- 35.99%
- 3Y*
- 13.44%
- 5Y*
- 22.82%
- 10Y*
- 8.50%
500G.L vs. IESU.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 | 10.15% | 9.44% | 27.44% | 19.89% | -8.86% | 31.35% | 13.81% | 27.01% | -25.34% | 21.51% |
IESU.L iShares S&P 500 Energy Sector UCITS ETF USD (Acc) | 28.61% | 2.26% | 5.45% | -5.96% | 83.53% | 53.82% | -35.62% | 5.37% | -13.39% | -10.01% |
Correlation
The correlation between 500G.L and IESU.L is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.36 |
The correlation between 500G.L and IESU.L shifts across timeframes, from -0.10 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
500G.L vs. IESU.L — Risk / Return Rank
500G.L
IESU.L
500G.L vs. IESU.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 iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.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.
| 500G.L | IESU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.26 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 2.07 | -1.34 |
| Martin ratioReturn relative to average drawdown | 1.08 | 5.01 | -3.93 |
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Drawdowns
500G.L vs. IESU.L - Drawdown Comparison
The maximum 500G.L drawdown since its inception was -35.39%, smaller than the maximum IESU.L drawdown of -63.88%. Use the drawdown chart below to compare losses from any high point for 500G.L and IESU.L.
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Drawdown Indicators
| 500G.L | IESU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.39% | -63.88% | +28.49% |
Max Drawdown (1Y)Largest decline over 1 year | -28.61% | -17.34% | -11.27% |
Max Drawdown (3Y)Largest decline over 3 years | -28.61% | -26.36% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.61% | -26.36% | -2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -35.39% | -62.16% | +26.77% |
Current DrawdownCurrent decline from peak | -16.77% | -10.65% | -6.12% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -20.50% | +14.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.39% | 7.16% | +12.23% |
Volatility
500G.L vs. IESU.L - Volatility Comparison
The current volatility for Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) is 3.01%, while iShares S&P 500 Energy Sector UCITS ETF USD (Acc) (IESU.L) has a volatility of 7.50%. This indicates that 500G.L experiences smaller price fluctuations and is considered to be less risky than IESU.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 | IESU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 7.50% | -4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 21.74% | -13.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.62% | 24.54% | +19.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 29.08% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.07% | 29.16% | -7.09% |
500G.L vs. IESU.L - Expense Ratio Comparison
Both 500G.L and IESU.L have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
500G.L vs. IESU.L - Dividend Comparison
Neither 500G.L nor IESU.L has paid dividends to shareholders.
Frequently Asked Questions
500G.L and IESU.L have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
500G.L and IESU.L have the same expense ratio: 0.15% per year.
500G.L is categorized as S&P 500, while IESU.L is Energy Equities. 500G.L tracks S&P 500, while IESU.L tracks S&P 500 Capped 35/20 Energy Index NTR. They also come from different issuers: Amundi and iShares.
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