500P.L vs. IOO
Compare and contrast key facts about Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and iShares Global 100 ETF (IOO).
500P.L and IOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 500P.L is a passively managed fund by Franklin Templeton that tracks the performance of the Russell 1000 TR USD. It was launched on Jul 29, 2020. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both 500P.L and IOO 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: 500P.L or IOO.
Correlation
The correlation between 500P.L and IOO is 0.63, 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.
Performance
500P.L vs. IOO - Performance Comparison
Key characteristics
500P.L:
2.06
IOO:
1.68
500P.L:
2.91
IOO:
2.25
500P.L:
1.38
IOO:
1.30
500P.L:
4.21
IOO:
2.17
500P.L:
15.38
IOO:
8.63
500P.L:
1.60%
IOO:
2.79%
500P.L:
11.91%
IOO:
14.38%
500P.L:
-19.37%
IOO:
-55.85%
500P.L:
-1.68%
IOO:
-1.89%
Returns By Period
In the year-to-date period, 500P.L achieves a 2.26% return, which is significantly higher than IOO's 1.39% return.
500P.L
2.26%
1.50%
17.41%
24.50%
N/A
N/A
IOO
1.39%
0.40%
13.82%
22.66%
14.57%
12.66%
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500P.L vs. IOO - Expense Ratio Comparison
500P.L has a 0.07% expense ratio, which is lower than IOO's 0.40% expense ratio.
Risk-Adjusted Performance
500P.L vs. IOO — Risk-Adjusted Performance Rank
500P.L
IOO
500P.L vs. IOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and iShares Global 100 ETF (IOO). 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.
Dividends
500P.L vs. IOO - Dividend Comparison
500P.L has not paid dividends to shareholders, while IOO's dividend yield for the trailing twelve months is around 1.06%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
500P.L Franklin S&P 500 Paris Aligned Climate UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IOO iShares Global 100 ETF | 1.06% | 1.08% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% | 3.52% |
Drawdowns
500P.L vs. IOO - Drawdown Comparison
The maximum 500P.L drawdown since its inception was -19.37%, smaller than the maximum IOO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for 500P.L and IOO. For additional features, visit the drawdowns tool.
Volatility
500P.L vs. IOO - Volatility Comparison
The current volatility for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) is 4.05%, while iShares Global 100 ETF (IOO) has a volatility of 4.87%. This indicates that 500P.L experiences smaller price fluctuations and is considered to be less risky than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.