AMUN.PA vs. VOO
Compare and contrast key facts about Amundi (AMUN.PA) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMUN.PA or VOO.
Key characteristics
| AMUN.PA | VOO | |
|---|---|---|
| YTD Return | 4.71% | 5.43% |
| 1Y Return | 17.20% | 23.09% |
| 3Y Return (Ann) | 2.61% | 7.90% |
| 5Y Return (Ann) | 5.31% | 13.22% |
| Sharpe Ratio | 0.91 | 1.97 |
| Daily Std Dev | 20.71% | 11.80% |
| Max Drawdown | -45.78% | -33.99% |
| Current Drawdown | -8.76% | -4.63% |
Correlation
The correlation between AMUN.PA and VOO 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
AMUN.PA vs. VOO - Performance Comparison
In the year-to-date period, AMUN.PA achieves a 4.71% return, which is significantly lower than VOO's 5.43% 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
AMUN.PA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi (AMUN.PA) and Vanguard S&P 500 ETF (VOO). 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
AMUN.PA vs. VOO - Dividend Comparison
AMUN.PA's dividend yield for the trailing twelve months is around 6.36%, more than VOO's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUN.PA Amundi | 6.36% | 6.66% | 7.74% | 4.00% | 0.00% | 4.15% | 5.42% | 3.11% | 4.12% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.40% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AMUN.PA vs. VOO - Drawdown Comparison
The maximum AMUN.PA drawdown since its inception was -45.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AMUN.PA and VOO. For additional features, visit the drawdowns tool.
Volatility
AMUN.PA vs. VOO - Volatility Comparison
Amundi (AMUN.PA) has a higher volatility of 5.86% compared to Vanguard S&P 500 ETF (VOO) at 3.25%. This indicates that AMUN.PA's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.