500U.L vs. 500P.L
Compare and contrast key facts about Amundi S&P 500 UCITS ETF C USD (500U.L) and Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L).
500U.L and 500P.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 500U.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 22, 2018. 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. Both 500U.L and 500P.L 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: 500U.L or 500P.L.
Key characteristics
| 500U.L | 500P.L | |
|---|---|---|
| YTD Return | 11.19% | 12.46% |
| 1Y Return | 28.48% | 27.49% |
| 3Y Return (Ann) | 9.89% | 14.51% |
| Sharpe Ratio | 2.46 | 2.40 |
| Daily Std Dev | 11.41% | 11.70% |
| Max Drawdown | -34.04% | -19.37% |
| Current Drawdown | -0.45% | -0.71% |
Correlation
The correlation between 500U.L and 500P.L is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
500U.L vs. 500P.L - Performance Comparison
In the year-to-date period, 500U.L achieves a 11.19% return, which is significantly lower than 500P.L's 12.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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500U.L vs. 500P.L - Expense Ratio Comparison
500U.L has a 0.05% expense ratio, which is lower than 500P.L's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
500U.L vs. 500P.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 UCITS ETF C USD (500U.L) and Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.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.
Dividends
500U.L vs. 500P.L - Dividend Comparison
Neither 500U.L nor 500P.L has paid dividends to shareholders.
Drawdowns
500U.L vs. 500P.L - Drawdown Comparison
The maximum 500U.L drawdown since its inception was -34.04%, which is greater than 500P.L's maximum drawdown of -19.37%. Use the drawdown chart below to compare losses from any high point for 500U.L and 500P.L. For additional features, visit the drawdowns tool.
Volatility
500U.L vs. 500P.L - Volatility Comparison
The current volatility for Amundi S&P 500 UCITS ETF C USD (500U.L) is 4.07%, while Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) has a volatility of 4.75%. This indicates that 500U.L experiences smaller price fluctuations and is considered to be less risky than 500P.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.