500U.L vs. SPY
Compare and contrast key facts about Amundi S&P 500 UCITS ETF C USD (500U.L) and SPDR S&P 500 ETF (SPY).
500U.L and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both 500U.L and SPY 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 SPY.
Key characteristics
| 500U.L | SPY | |
|---|---|---|
| YTD Return | 11.69% | 11.58% |
| 1Y Return | 30.69% | 29.17% |
| 3Y Return (Ann) | 10.18% | 9.98% |
| 5Y Return (Ann) | 14.83% | 14.95% |
| 10Y Return (Ann) | 12.78% | 12.88% |
| Sharpe Ratio | 2.55 | 2.67 |
| Daily Std Dev | 11.40% | 11.53% |
| Max Drawdown | -34.04% | -55.19% |
| Current Drawdown | 0.00% | -0.21% |
Correlation
The correlation between 500U.L and SPY is 0.50, 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
500U.L vs. SPY - Performance Comparison
The year-to-date returns for both stocks are quite close, with 500U.L having a 11.69% return and SPY slightly lower at 11.58%. Both investments have delivered pretty close results over the past 10 years, with 500U.L having a 12.78% annualized return and SPY not far ahead at 12.88%. 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. SPY - Expense Ratio Comparison
500U.L has a 0.05% expense ratio, which is lower than SPY's 0.09% 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. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
500U.L has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
500U.L Amundi S&P 500 UCITS ETF C USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
500U.L vs. SPY - Drawdown Comparison
The maximum 500U.L drawdown since its inception was -34.04%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for 500U.L and SPY. For additional features, visit the drawdowns tool.
Volatility
500U.L vs. SPY - Volatility Comparison
Amundi S&P 500 UCITS ETF C USD (500U.L) has a higher volatility of 4.01% compared to SPDR S&P 500 ETF (SPY) at 3.40%. This indicates that 500U.L's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.