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AE50.DE vs. SPYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AE50.DE vs. SPYG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AE50.DE is traded in EUR, while SPYG is traded in USD. To make them comparable, the SPYG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, AE50.DE achieves a 7.47% return, which is significantly lower than SPYG's 15.02% return. Over the past 10 years, AE50.DE has underperformed SPYG with an annualized return of 9.32%, while SPYG has yielded a comparatively higher 17.90% annualized return.


AE50.DE

1D
0.82%
1M
3.36%
YTD
7.47%
6M
9.70%
1Y
16.71%
3Y*
12.27%
5Y*
11.33%
10Y*
9.32%

SPYG

1D
-0.16%
1M
7.25%
YTD
15.02%
6M
13.39%
1Y
31.42%
3Y*
24.79%
5Y*
17.15%
10Y*
17.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AE50.DE vs. SPYG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AE50.DE
Amundi ETF STOXX Europe 50 UCITS ETF EUR
7.47%18.08%7.63%14.90%-1.62%26.03%-6.38%28.61%-10.46%9.34%
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
15.02%7.60%44.97%26.13%-25.04%41.89%22.46%33.80%4.57%11.60%

Correlation

The correlation between AE50.DE and SPYG is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 18, 2014

0.42

The correlation between AE50.DE and SPYG shifts across timeframes, from 0.30 (3 years) to 0.42 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

AE50.DE vs. SPYG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AE50.DE
AE50.DE Risk / Return Rank: 3737
Overall Rank
AE50.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
AE50.DE Sortino Ratio Rank: 3737
Sortino Ratio Rank
AE50.DE Omega Ratio Rank: 3636
Omega Ratio Rank
AE50.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
AE50.DE Martin Ratio Rank: 4040
Martin Ratio Rank

SPYG
SPYG Risk / Return Rank: 6060
Overall Rank
SPYG Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SPYG Sortino Ratio Rank: 6363
Sortino Ratio Rank
SPYG Omega Ratio Rank: 6161
Omega Ratio Rank
SPYG Calmar Ratio Rank: 5151
Calmar Ratio Rank
SPYG Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AE50.DE vs. SPYG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.


AE50.DESPYGDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.69

Omega ratioGain probability vs. loss probability

1.23

1.34

-0.11

Calmar ratioReturn relative to maximum drawdown

1.74

2.48

-0.74

Martin ratioReturn relative to average drawdown

6.15

8.73

-2.58

AE50.DE vs. SPYG - Sharpe Ratio Comparison

The current AE50.DE Sharpe Ratio is 1.26, which is lower than the SPYG Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of AE50.DE and SPYG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AE50.DESPYGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.95

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.82

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.85

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.70

-0.22

Drawdowns

AE50.DE vs. SPYG - Drawdown Comparison

The maximum AE50.DE drawdown since its inception was -32.20%, smaller than the maximum SPYG drawdown of -45.25%. Use the drawdown chart below to compare losses from any high point for AE50.DE and SPYG.


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Drawdown Indicators


AE50.DESPYGDifference

Max Drawdown

Largest peak-to-trough decline

-32.20%

-45.25%

+13.05%

Max Drawdown (1Y)

Largest decline over 1 year

-9.54%

-12.70%

+3.16%

Max Drawdown (3Y)

Largest decline over 3 years

-17.29%

-27.05%

+9.76%

Max Drawdown (5Y)

Largest decline over 5 years

-17.29%

-27.05%

+9.76%

Max Drawdown (10Y)

Largest decline over 10 years

-32.20%

-30.75%

-1.45%

Current Drawdown

Current decline from peak

-1.65%

-0.98%

-0.67%

Average Drawdown

Average peak-to-trough decline

-5.70%

-7.58%

+1.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

3.61%

-0.90%

Volatility

AE50.DE vs. SPYG - Volatility Comparison

Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) has a higher volatility of 4.34% compared to State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) at 3.74%. This indicates that AE50.DE's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AE50.DESPYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

3.74%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

11.74%

-0.96%

Volatility (1Y)

Calculated over the trailing 1-year period

13.25%

16.20%

-2.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.93%

20.91%

-6.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.11%

21.03%

-5.92%

AE50.DE vs. SPYG - Expense Ratio Comparison

AE50.DE has a 0.15% expense ratio, which is higher than SPYG's 0.04% 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%.


Dividends

AE50.DE vs. SPYG - Dividend Comparison

AE50.DE has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.47%.


PositionTTM20252024202320222021202020192018201720162015
AE50.DE
Amundi ETF STOXX Europe 50 UCITS ETF EUR
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
0.47%0.52%0.60%1.15%1.03%0.62%0.90%1.37%1.51%1.41%1.55%1.57%

Frequently Asked Questions


AE50.DE and SPYG have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYG is cheaper with a 0.04% expense ratio, compared with 0.15% for AE50.DE.

AE50.DE is categorized as Europe Equities, while SPYG is S&P 500. AE50.DE tracks STOXX® Europe 50, while SPYG tracks S&P 500 Growth Index. They also come from different issuers: Amundi and State Street. Their fees differ too: 0.15% for AE50.DE and 0.04% for SPYG.

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