ANXU.L vs. 500G.L
ANXU.L (Amundi Nasdaq-100 UCITS USD) and 500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) are both exchange-traded funds - ANXU.L is a Nasdaq-100 fund tracking the Russell 1000 Growth TR USD, while 500G.L is a S&P 500 fund tracking the S&P 500. Both are passively managed. Over the past 10 years, ANXU.L returned 22.19%/yr vs 12.57%/yr for 500G.L. A 0.78 correlation means they provide meaningful diversification when combined. ANXU.L charges 0.13%/yr vs 0.15%/yr for 500G.L.
Performance
ANXU.L vs. 500G.L - Performance Comparison
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Different Trading Currencies
ANXU.L is traded in USD, while 500G.L is traded in GBp. To make them comparable, the 500G.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ANXU.L achieves a 15.62% return, which is significantly higher than 500G.L's 8.27% return. Over the past 10 years, ANXU.L has outperformed 500G.L with an annualized return of 22.19%, while 500G.L has yielded a comparatively lower 12.57% annualized return.
ANXU.L
- 1D
- -0.34%
- 1M
- -1.91%
- YTD
- 15.62%
- 6M
- 14.93%
- 1Y
- 32.60%
- 3Y*
- 26.15%
- 5Y*
- 15.97%
- 10Y*
- 22.19%
500G.L
- 1D
- 0.00%
- 1M
- -1.15%
- YTD
- 8.27%
- 6M
- 8.09%
- 1Y
- 22.68%
- 3Y*
- 21.02%
- 5Y*
- 13.14%
- 10Y*
- 12.57%
ANXU.L vs. 500G.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANXU.L Amundi Nasdaq-100 UCITS USD | 15.62% | 19.86% | 26.74% | 56.50% | -33.24% | 27.99% | 48.47% | 39.48% | -1.06% | 32.58% |
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 8.27% | 17.70% | 25.32% | 26.22% | -18.60% | 30.16% | 17.30% | 32.11% | -29.57% | 33.08% |
Correlation
The correlation between ANXU.L and 500G.L is 0.85, 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 | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2010 | 0.78 |
The correlation between ANXU.L and 500G.L has been stable across timeframes, ranging from 0.78 to 0.86 - a consistent structural relationship.
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Return for Risk
ANXU.L vs. 500G.L — Risk / Return Rank
ANXU.L
500G.L
ANXU.L vs. 500G.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.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.
| ANXU.L | 500G.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.41 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.35 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 0.78 | +2.17 |
| Martin ratioReturn relative to average drawdown | 10.19 | 1.23 | +8.96 |
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Drawdowns
ANXU.L vs. 500G.L - Drawdown Comparison
The maximum ANXU.L drawdown since its inception was -35.13%, smaller than the maximum 500G.L drawdown of -42.50%. Use the drawdown chart below to compare losses from any high point for ANXU.L and 500G.L.
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Drawdown Indicators
| ANXU.L | 500G.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.13% | -42.50% | +7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -29.01% | +18.00% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -29.01% | +6.56% |
Max Drawdown (5Y)Largest decline over 5 years | -35.13% | -29.01% | -6.12% |
Max Drawdown (10Y)Largest decline over 10 years | -35.13% | -42.50% | +7.37% |
Current DrawdownCurrent decline from peak | -4.12% | -17.29% | +13.17% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -9.77% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 18.51% | -15.32% |
Volatility
ANXU.L vs. 500G.L - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXU.L) has a higher volatility of 6.48% compared to Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) at 3.82%. This indicates that ANXU.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
| ANXU.L | 500G.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 3.82% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 8.66% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 43.55% | -26.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.91% | 24.50% | -3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.11% | 23.23% | -3.12% |
ANXU.L vs. 500G.L - Expense Ratio Comparison
ANXU.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
ANXU.L vs. 500G.L - Dividend Comparison
Neither ANXU.L nor 500G.L has paid dividends to shareholders.
Frequently Asked Questions
ANXU.L and 500G.L have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXU.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXU.L is cheaper with a 0.13% expense ratio, compared with 0.15% for 500G.L.
ANXU.L is categorized as Nasdaq-100, while 500G.L is S&P 500. ANXU.L tracks Russell 1000 Growth TR USD, while 500G.L tracks S&P 500. Their fees differ too: 0.13% for ANXU.L and 0.15% for 500G.L.
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