AGED.L vs. CSP1.L
AGED.L (iShares Ageing Population UCITS ETF USD (Acc)) and CSP1.L (iShares Core S&P 500 UCITS ETF) are both exchange-traded funds - AGED.L is a Global Equities fund tracking the Stoxx Global Ageing Population Net USD Index, while CSP1.L is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, AGED.L returned 6.71%/yr vs 13.16%/yr for CSP1.L. A 0.71 correlation means they provide meaningful diversification when combined. AGED.L charges 0.40%/yr vs 0.07%/yr for CSP1.L.
Performance
AGED.L vs. CSP1.L - Performance Comparison
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Different Trading Currencies
AGED.L is traded in USD, while CSP1.L is traded in GBp. To make them comparable, the CSP1.L values have been converted to USD using the latest available exchange rates.
Returns By Period
The year-to-date returns for both stocks are quite close, with AGED.L having a 11.02% return and CSP1.L slightly lower at 10.64%.
AGED.L
- 1D
- -0.14%
- 1M
- 5.51%
- 6M
- 9.54%
- YTD
- 11.02%
- 1Y
- 25.89%
- 3Y*
- 15.70%
- 5Y*
- 6.71%
- 10Y*
- —
CSP1.L
- 1D
- 0.64%
- 1M
- 0.52%
- 6M
- 10.36%
- YTD
- 10.64%
- 1Y
- 22.24%
- 3Y*
- 20.23%
- 5Y*
- 13.16%
- 10Y*
- 15.00%
AGED.L vs. CSP1.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGED.L iShares Ageing Population UCITS ETF USD (Acc) | 11.02% | 26.75% | 7.86% | 9.03% | -14.29% | 4.61% | 13.29% | 19.47% | -13.28% | 22.24% |
CSP1.L iShares Core S&P 500 UCITS ETF | 10.64% | 17.63% | 25.22% | 26.11% | -18.77% | 29.88% | 17.14% | 31.49% | -5.65% | 21.38% |
Correlation
The correlation between AGED.L and CSP1.L is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.71 |
The correlation between AGED.L and CSP1.L shifts across timeframes, from 0.53 (1 year) to 0.71 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AGED.L vs. CSP1.L — Risk / Return Rank
AGED.L
CSP1.L
AGED.L vs. CSP1.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) and iShares Core S&P 500 UCITS ETF (CSP1.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGED.L | CSP1.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.33 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.55 | +0.57 |
| Martin ratioReturn relative to average drawdown | 11.36 | 10.42 | +0.94 |
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Drawdowns
AGED.L vs. CSP1.L - Drawdown Comparison
The maximum AGED.L drawdown since its inception was -40.12%, which is greater than CSP1.L's maximum drawdown of -33.51%. Use the drawdown chart below to compare losses from any high point for AGED.L and CSP1.L.
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Drawdown Indicators
| AGED.L | CSP1.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.12% | -33.51% | -6.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -8.68% | +0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -16.38% | -19.33% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -27.68% | -25.16% | -2.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.51% | — |
Current DrawdownCurrent decline from peak | -1.16% | -0.22% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -4.07% | -4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.13% | +0.18% |
Volatility
AGED.L vs. CSP1.L - Volatility Comparison
iShares Ageing Population UCITS ETF USD (Acc) (AGED.L) has a higher volatility of 3.77% compared to iShares Core S&P 500 UCITS ETF (CSP1.L) at 3.12%. This indicates that AGED.L's price experiences larger fluctuations and is considered to be riskier than CSP1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGED.L | CSP1.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.12% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 8.66% | +3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 11.64% | +3.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 20.99% | -3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 18.84% | -1.10% |
AGED.L vs. CSP1.L - Expense Ratio Comparison
AGED.L has a 0.40% expense ratio, which is higher than CSP1.L's 0.07% expense ratio.
Dividends
AGED.L vs. CSP1.L - Dividend Comparison
Neither AGED.L nor CSP1.L has paid dividends to shareholders.
Frequently Asked Questions
AGED.L and CSP1.L have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSP1.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSP1.L is cheaper with a 0.07% expense ratio, compared with 0.40% for AGED.L.
AGED.L is categorized as Global Equities, while CSP1.L is S&P 500. AGED.L tracks Stoxx Global Ageing Population Net USD Index, while CSP1.L tracks S&P 500 Index. Their fees differ too: 0.40% for AGED.L and 0.07% for CSP1.L.
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