500U.L vs. VSGX
Compare and contrast key facts about Amundi S&P 500 UCITS ETF C USD (500U.L) and Vanguard ESG International Stock ETF (VSGX).
500U.L and VSGX 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. VSGX is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex US Choice Index.. It was launched on Sep 18, 2018. Both 500U.L and VSGX 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 VSGX.
Key characteristics
| 500U.L | VSGX | |
|---|---|---|
| YTD Return | 11.69% | 6.35% |
| 1Y Return | 30.69% | 13.53% |
| 3Y Return (Ann) | 10.18% | 0.28% |
| 5Y Return (Ann) | 14.83% | 6.54% |
| Sharpe Ratio | 2.55 | 1.12 |
| Daily Std Dev | 11.40% | 12.57% |
| Max Drawdown | -34.04% | -33.10% |
| Current Drawdown | 0.00% | -3.98% |
Correlation
The correlation between 500U.L and VSGX is 0.56, 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. VSGX - Performance Comparison
In the year-to-date period, 500U.L achieves a 11.69% return, which is significantly higher than VSGX's 6.35% 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. VSGX - Expense Ratio Comparison
500U.L has a 0.05% expense ratio, which is lower than VSGX's 0.12% 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. VSGX - 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 Vanguard ESG International Stock ETF (VSGX). 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. VSGX - Dividend Comparison
500U.L has not paid dividends to shareholders, while VSGX's dividend yield for the trailing twelve months is around 2.98%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
500U.L Amundi S&P 500 UCITS ETF C USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSGX Vanguard ESG International Stock ETF | 2.98% | 2.77% | 2.61% | 2.49% | 1.67% | 2.28% | 0.38% |
Drawdowns
500U.L vs. VSGX - Drawdown Comparison
The maximum 500U.L drawdown since its inception was -34.04%, roughly equal to the maximum VSGX drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for 500U.L and VSGX. For additional features, visit the drawdowns tool.
Volatility
500U.L vs. VSGX - Volatility Comparison
Amundi S&P 500 UCITS ETF C USD (500U.L) has a higher volatility of 4.01% compared to Vanguard ESG International Stock ETF (VSGX) at 3.36%. This indicates that 500U.L's price experiences larger fluctuations and is considered to be riskier than VSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.