500U.L vs. V
Compare and contrast key facts about Amundi S&P 500 UCITS ETF C USD (500U.L) and Visa Inc. (V).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 500U.L or V.
Key characteristics
500U.L | V | |
---|---|---|
YTD Return | 9.76% | 6.88% |
1Y Return | 28.46% | 20.00% |
3Y Return (Ann) | 9.43% | 7.72% |
5Y Return (Ann) | 14.41% | 11.75% |
10Y Return (Ann) | 12.66% | 18.99% |
Sharpe Ratio | 2.50 | 1.46 |
Daily Std Dev | 11.34% | 14.20% |
Max Drawdown | -34.04% | -51.90% |
Current Drawdown | -0.41% | -4.35% |
Correlation
The correlation between 500U.L and V is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
500U.L vs. V - Performance Comparison
In the year-to-date period, 500U.L achieves a 9.76% return, which is significantly higher than V's 6.88% return. Over the past 10 years, 500U.L has underperformed V with an annualized return of 12.66%, while V has yielded a comparatively higher 18.99% annualized 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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Risk-Adjusted Performance
500U.L vs. V - 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 Visa Inc. (V). 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. V - Dividend Comparison
500U.L has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.54%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Visa Inc. | 0.54% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% | 0.64% | 0.62% |
Drawdowns
500U.L vs. V - Drawdown Comparison
The maximum 500U.L drawdown since its inception was -34.04%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for 500U.L and V. For additional features, visit the drawdowns tool.
Volatility
500U.L vs. V - Volatility Comparison
Amundi S&P 500 UCITS ETF C USD (500U.L) has a higher volatility of 4.28% compared to Visa Inc. (V) at 3.33%. This indicates that 500U.L's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.