AD.AS vs. VUSA.AS
Compare and contrast key facts about Koninklijke Ahold Delhaize N.V. (AD.AS) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AD.AS or VUSA.AS.
Key characteristics
| AD.AS | VUSA.AS | |
|---|---|---|
| YTD Return | 24.16% | 18.44% |
| 1Y Return | 7.04% | 22.77% |
| 3Y Return (Ann) | 6.50% | 10.83% |
| 5Y Return (Ann) | 11.63% | 14.97% |
| 10Y Return (Ann) | 12.80% | 14.21% |
| Sharpe Ratio | 0.81 | 1.92 |
| Daily Std Dev | 17.41% | 11.30% |
| Max Drawdown | -93.12% | -33.64% |
| Current Drawdown | 0.00% | -2.36% |
Correlation
The correlation between AD.AS and VUSA.AS 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
AD.AS vs. VUSA.AS - Performance Comparison
In the year-to-date period, AD.AS achieves a 24.16% return, which is significantly higher than VUSA.AS's 18.44% return. Over the past 10 years, AD.AS has underperformed VUSA.AS with an annualized return of 12.80%, while VUSA.AS has yielded a comparatively higher 14.21% 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
AD.AS vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Koninklijke Ahold Delhaize N.V. (AD.AS) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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
AD.AS vs. VUSA.AS - Dividend Comparison
AD.AS's dividend yield for the trailing twelve months is around 3.57%, more than VUSA.AS's 1.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD.AS Koninklijke Ahold Delhaize N.V. | 3.57% | 4.15% | 3.65% | 2.75% | 4.15% | 4.49% | 2.85% | 3.11% | 8.82% | 2.46% | 10.91% | 3.37% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 1.06% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% | 1.19% |
Drawdowns
AD.AS vs. VUSA.AS - Drawdown Comparison
The maximum AD.AS drawdown since its inception was -93.12%, which is greater than VUSA.AS's maximum drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for AD.AS and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
AD.AS vs. VUSA.AS - Volatility Comparison
Koninklijke Ahold Delhaize N.V. (AD.AS) has a higher volatility of 5.65% compared to Vanguard S&P 500 UCITS ETF (VUSA.AS) at 4.84%. This indicates that AD.AS's price experiences larger fluctuations and is considered to be riskier than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.