ANXG.L vs. 500G.L
ANXG.L (Amundi Nasdaq-100 UCITS USD) and 500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) are both exchange-traded funds - ANXG.L is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while 500G.L is a S&P 500 fund tracking the S&P 500. Both are passively managed. Over the past 10 years, ANXG.L returned 18.82%/yr vs 12.62%/yr for 500G.L. Their correlation of 0.87 suggests significant overlap in exposure. ANXG.L charges 0.13%/yr vs 0.15%/yr for 500G.L.
Performance
ANXG.L vs. 500G.L - Performance Comparison
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Returns By Period
In the year-to-date period, ANXG.L achieves a 17.71% return, which is significantly higher than 500G.L's 10.65% return. Over the past 10 years, ANXG.L has outperformed 500G.L with an annualized return of 18.82%, while 500G.L has yielded a comparatively lower 12.62% annualized return.
ANXG.L
- 1D
- -0.89%
- 1M
- -0.22%
- YTD
- 17.71%
- 6M
- 17.46%
- 1Y
- 36.47%
- 3Y*
- 24.53%
- 5Y*
- 17.15%
- 10Y*
- 18.82%
500G.L
- 1D
- 0.00%
- 1M
- 0.96%
- YTD
- 10.65%
- 6M
- 10.84%
- 1Y
- 27.29%
- 3Y*
- 19.60%
- 5Y*
- 14.33%
- 10Y*
- 12.62%
ANXG.L vs. 500G.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANXG.L Amundi Nasdaq-100 UCITS USD | 17.71% | 11.70% | 28.70% | 48.00% | -25.42% | 29.85% | 43.37% | 34.20% | -22.02% | 32.58% |
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 10.65% | 9.44% | 27.44% | 19.89% | -8.86% | 31.35% | 13.81% | 27.01% | -25.34% | 21.51% |
Correlation
The correlation between ANXG.L and 500G.L is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2010 | 0.87 |
The correlation between ANXG.L and 500G.L has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
ANXG.L vs. 500G.L — Risk / Return Rank
ANXG.L
500G.L
ANXG.L vs. 500G.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXG.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500G.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.
| ANXG.L | 500G.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.43 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.29 | 0.95 | +2.33 |
| Martin ratioReturn relative to average drawdown | 9.49 | 1.44 | +8.05 |
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Drawdowns
ANXG.L vs. 500G.L - Drawdown Comparison
The maximum ANXG.L drawdown since its inception was -33.00%, smaller than the maximum 500G.L drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for ANXG.L and 500G.L.
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Drawdown Indicators
| ANXG.L | 500G.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.00% | -35.39% | +2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -28.61% | +17.57% |
Max Drawdown (3Y)Largest decline over 3 years | -24.54% | -28.61% | +4.07% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -28.61% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.00% | -35.39% | +2.39% |
Current DrawdownCurrent decline from peak | -3.31% | -16.38% | +13.07% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -6.17% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 18.92% | -15.09% |
Volatility
ANXG.L vs. 500G.L - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXG.L) has a higher volatility of 6.32% compared to Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) at 3.59%. This indicates that ANXG.L's price experiences larger fluctuations and is considered to be riskier than 500G.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANXG.L | 500G.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 3.59% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 7.79% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 43.61% | -27.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.29% | 23.73% | -4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 22.09% | -0.98% |
ANXG.L vs. 500G.L - Expense Ratio Comparison
ANXG.L has a 0.13% expense ratio, which is lower than 500G.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ANXG.L vs. 500G.L - Dividend Comparison
Neither ANXG.L nor 500G.L has paid dividends to shareholders.
Frequently Asked Questions
ANXG.L and 500G.L have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXG.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXG.L is cheaper with a 0.13% expense ratio, compared with 0.15% for 500G.L.
ANXG.L is categorized as Nasdaq-100, while 500G.L is S&P 500. ANXG.L tracks NASDAQ-100 Index, while 500G.L tracks S&P 500. Their fees differ too: 0.13% for ANXG.L and 0.15% for 500G.L.
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