500P.L vs. UC13.L
500P.L (Franklin S&P 500 Paris Aligned Climate UCITS ETF) and UC13.L (UBS Core S&P 500 UCITS ETF USD dis) are both S&P 500 funds - 500P.L tracks the S&P 500 Net Zero 2050 Paris-Aligned ESG Index while UC13.L tracks the S&P 500 Index. Both are passively managed. Over the past 5 years, 500P.L returned 14.50%/yr vs 13.62%/yr for UC13.L. With a 0.96 correlation, they move nearly in lockstep. 500P.L charges 0.07%/yr vs 0.03%/yr for UC13.L.
Performance
500P.L vs. UC13.L - Performance Comparison
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Different Trading Currencies
500P.L is traded in GBP, while UC13.L is traded in GBp. To make them comparable, the UC13.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, 500P.L achieves a 8.20% return, which is significantly lower than UC13.L's 9.92% return.
500P.L
- 1D
- 0.21%
- 1M
- 7.03%
- YTD
- 8.20%
- 6M
- 8.34%
- 1Y
- 24.84%
- 3Y*
- 18.32%
- 5Y*
- 14.50%
- 10Y*
- —
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%
500P.L vs. UC13.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
500P.L Franklin S&P 500 Paris Aligned Climate UCITS ETF | 8.20% | 7.74% | 28.94% | 23.30% | -12.86% | 34.04% | 11.40% |
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 9.92% | 8.39% | 25.77% | 18.14% | -10.01% | 29.47% | 10.36% |
Correlation
The correlation between 500P.L and UC13.L is 0.95, 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 | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2020 | 0.96 |
The correlation between 500P.L and UC13.L has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
500P.L vs. UC13.L — Risk / Return Rank
500P.L
UC13.L
500P.L vs. UC13.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.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.
| 500P.L | UC13.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.50 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 3.54 | -1.26 |
| Martin ratioReturn relative to average drawdown | 7.12 | 12.58 | -5.45 |
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
| 500P.L | UC13.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 2.65 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 0.94 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.89 | +0.20 |
Drawdowns
500P.L vs. UC13.L - Drawdown Comparison
The maximum 500P.L drawdown since its inception was -20.32%, smaller than the maximum UC13.L drawdown of -25.59%. Use the drawdown chart below to compare losses from any high point for 500P.L and UC13.L.
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Drawdown Indicators
| 500P.L | UC13.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.32% | -25.59% | +5.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -7.82% | -2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -21.52% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -20.32% | -21.52% | +1.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.59% | — |
Current DrawdownCurrent decline from peak | -0.10% | -0.24% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -3.55% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.21% | +1.27% |
Volatility
500P.L vs. UC13.L - Volatility Comparison
Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) and UBS Core S&P 500 UCITS ETF USD dis (UC13.L) have volatilities of 2.61% 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
| 500P.L | UC13.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.61% | 2.63% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 7.11% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.75% | 10.47% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 14.45% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.07% | 15.72% | -0.65% |
500P.L vs. UC13.L - Expense Ratio Comparison
500P.L has a 0.07% 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
500P.L vs. UC13.L - Dividend Comparison
500P.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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
With a correlation of 0.95, 500P.L and UC13.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.07% for 500P.L.
500P.L tracks S&P 500 Net Zero 2050 Paris-Aligned ESG Index, while UC13.L tracks S&P 500 Index. They also come from different issuers: Franklin and UBS. Their fees differ too: 0.07% for 500P.L and 0.03% for UC13.L.
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