500G.L vs. UC13.L
500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) and UC13.L (UBS Core S&P 500 UCITS ETF USD dis) are both S&P 500 funds - 500G.L tracks the S&P 500 while UC13.L tracks the S&P 500 Index. Both are passively managed. Over the past 10 years, 500G.L returned 16.24%/yr vs 14.50%/yr for UC13.L. With a 0.97 correlation, they move nearly in lockstep. 500G.L charges 0.15%/yr vs 0.03%/yr for UC13.L.
Performance
500G.L vs. UC13.L - Performance Comparison
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Returns By Period
In the year-to-date period, 500G.L achieves a 10.57% return, which is significantly higher than UC13.L's 9.92% return. Over the past 10 years, 500G.L has outperformed UC13.L with an annualized return of 16.24%, while UC13.L has yielded a comparatively lower 14.50% 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%
UC13.L
- 1D
- -0.02%
- 1M
- 5.52%
- YTD
- 9.92%
- 6M
- 9.83%
- 1Y
- 27.83%
- 3Y*
- 17.70%
- 5Y*
- 13.62%
- 10Y*
- 14.50%
500G.L vs. UC13.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% |
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 9.92% | 8.39% | 25.77% | 18.14% | -10.01% | 29.47% | 11.81% | 24.42% | -1.52% | 8.98% |
Correlation
The correlation between 500G.L and UC13.L is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016 | 0.97 |
The correlation between 500G.L and UC13.L shifts across timeframes, from 0.84 (1 year) to 0.97 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
500G.L vs. UC13.L — Risk / Return Rank
500G.L
UC13.L
500G.L vs. UC13.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 UBS Core S&P 500 UCITS ETF USD dis (UC13.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 | UC13.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.50 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 3.54 | +0.54 |
| Martin ratioReturn relative to average drawdown | 15.27 | 12.58 | +2.70 |
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 | UC13.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.76 | 2.65 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.05 | 0.94 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.05 | 0.93 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.89 | +0.19 |
Drawdowns
500G.L vs. UC13.L - Drawdown Comparison
The maximum 500G.L drawdown since its inception was -25.52%, roughly equal to the maximum UC13.L drawdown of -25.59%. Use the drawdown chart below to compare losses from any high point for 500G.L and UC13.L.
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Drawdown Indicators
| 500G.L | UC13.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.52% | -25.59% | +0.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -7.82% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -21.12% | -21.52% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.12% | -21.52% | +0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -25.52% | -25.59% | +0.07% |
Current DrawdownCurrent decline from peak | -0.22% | -0.24% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -3.29% | -3.55% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 2.21% | -0.30% |
Volatility
500G.L vs. UC13.L - Volatility Comparison
Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) and UBS Core S&P 500 UCITS ETF USD dis (UC13.L) have volatilities of 2.65% and 2.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 500G.L | UC13.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.63% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 7.11% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.55% | 10.47% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.31% | 14.45% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.54% | 15.72% | -0.18% |
500G.L vs. UC13.L - Expense Ratio Comparison
500G.L has a 0.15% expense ratio, which is higher than UC13.L's 0.03% 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. UC13.L - Dividend Comparison
500G.L has not paid dividends to shareholders, while UC13.L's dividend yield for the trailing twelve months is around 0.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.02% | 0.02% | 0.02% | 0.02% |
Frequently Asked Questions
500G.L and UC13.L have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UC13.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UC13.L is cheaper with a 0.03% expense ratio, compared with 0.15% for 500G.L.
500G.L tracks S&P 500, while UC13.L tracks S&P 500 Index. They also come from different issuers: Amundi and UBS. Their fees differ too: 0.15% for 500G.L and 0.03% for UC13.L.
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