5ESG.L vs. SPY
Compare and contrast key facts about UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis (5ESG.L) and SPDR S&P 500 ETF (SPY).
5ESG.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. 5ESG.L is a passively managed fund by UBS that tracks the performance of the S&P 500 ESG Index. It was launched on Mar 25, 2019. 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 5ESG.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: 5ESG.L or SPY.
Correlation
The correlation between 5ESG.L and SPY is 0.46, 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
5ESG.L vs. SPY - Performance Comparison
Key characteristics
5ESG.L:
1.99
SPY:
2.21
5ESG.L:
2.75
SPY:
2.93
5ESG.L:
1.38
SPY:
1.41
5ESG.L:
2.88
SPY:
3.26
5ESG.L:
11.93
SPY:
14.40
5ESG.L:
1.99%
SPY:
1.90%
5ESG.L:
11.88%
SPY:
12.44%
5ESG.L:
-31.50%
SPY:
-55.19%
5ESG.L:
-3.18%
SPY:
-1.83%
Returns By Period
In the year-to-date period, 5ESG.L achieves a 23.41% return, which is significantly lower than SPY's 26.72% return.
5ESG.L
23.41%
-1.23%
6.85%
24.35%
16.60%
N/A
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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5ESG.L vs. SPY - Expense Ratio Comparison
5ESG.L has a 0.17% expense ratio, which is higher than SPY's 0.09% 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%.
Risk-Adjusted Performance
5ESG.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis (5ESG.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
5ESG.L vs. SPY - Dividend Comparison
5ESG.L's dividend yield for the trailing twelve months is around 0.47%, less than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5ESG.L UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis | 0.47% | 1.07% | 1.32% | 0.89% | 1.25% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
5ESG.L vs. SPY - Drawdown Comparison
The maximum 5ESG.L drawdown since its inception was -31.50%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for 5ESG.L and SPY. For additional features, visit the drawdowns tool.
Volatility
5ESG.L vs. SPY - Volatility Comparison
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis (5ESG.L) has a higher volatility of 4.24% compared to SPDR S&P 500 ETF (SPY) at 3.81%. This indicates that 5ESG.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.