B500.DE vs. SP2D.DE
B500.DE (Amundi S&P 500 Buyback ETF) and SP2D.DE (Invesco S&P 500 Equal Weight UCITS ETF Dist) are both S&P 500 funds - B500.DE tracks the S&P 500 Buyback NTR while SP2D.DE tracks the S&P 500® Equal Weight. Both are passively managed. Over the past 3 years, B500.DE returned 15.34%/yr vs 12.11%/yr for SP2D.DE. Their correlation of 0.93 suggests significant overlap in exposure. B500.DE charges 0.15%/yr vs 0.20%/yr for SP2D.DE.
Performance
B500.DE vs. SP2D.DE - Performance Comparison
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Returns By Period
In the year-to-date period, B500.DE achieves a 8.94% return, which is significantly lower than SP2D.DE's 10.33% return.
B500.DE
- 1D
- 0.86%
- 1M
- 5.03%
- YTD
- 8.94%
- 6M
- 9.45%
- 1Y
- 20.46%
- 3Y*
- 15.34%
- 5Y*
- 11.15%
- 10Y*
- 12.79%
SP2D.DE
- 1D
- 0.26%
- 1M
- 3.83%
- YTD
- 10.33%
- 6M
- 10.25%
- 1Y
- 18.05%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
B500.DE vs. SP2D.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
B500.DE Amundi S&P 500 Buyback ETF | 8.94% | 4.76% | 20.85% | 12.10% | -2.05% |
SP2D.DE Invesco S&P 500 Equal Weight UCITS ETF Dist | 10.33% | -0.81% | 18.69% | 10.53% | -1.10% |
Correlation
The correlation between B500.DE and SP2D.DE is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2022 | 0.93 |
The correlation between B500.DE and SP2D.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
B500.DE vs. SP2D.DE — Risk / Return Rank
B500.DE
SP2D.DE
B500.DE vs. SP2D.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Buyback ETF (B500.DE) and Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE). 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.
| B500.DE | SP2D.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 3.47 | +0.83 |
| Martin ratioReturn relative to average drawdown | 11.16 | 10.26 | +0.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| B500.DE | SP2D.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.63 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.05 |
Drawdowns
B500.DE vs. SP2D.DE - Drawdown Comparison
The maximum B500.DE drawdown since its inception was -42.49%, which is greater than SP2D.DE's maximum drawdown of -22.69%. Use the drawdown chart below to compare losses from any high point for B500.DE and SP2D.DE.
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Drawdown Indicators
| B500.DE | SP2D.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.49% | -22.69% | -19.80% |
Max Drawdown (1Y)Largest decline over 1 year | -4.75% | -5.10% | +0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -22.69% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -23.66% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -5.89% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.73% | +0.10% |
Volatility
B500.DE vs. SP2D.DE - Volatility Comparison
Amundi S&P 500 Buyback ETF (B500.DE) has a higher volatility of 2.99% compared to Invesco S&P 500 Equal Weight UCITS ETF Dist (SP2D.DE) at 2.09%. This indicates that B500.DE's price experiences larger fluctuations and is considered to be riskier than SP2D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| B500.DE | SP2D.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 2.09% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 6.83% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 10.83% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 14.91% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 14.91% | +4.05% |
B500.DE vs. SP2D.DE - Expense Ratio Comparison
B500.DE has a 0.15% expense ratio, which is lower than SP2D.DE's 0.20% 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
B500.DE vs. SP2D.DE - Dividend Comparison
B500.DE has not paid dividends to shareholders, while SP2D.DE's dividend yield for the trailing twelve months is around 1.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
B500.DE Amundi S&P 500 Buyback ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SP2D.DE Invesco S&P 500 Equal Weight UCITS ETF Dist | 1.28% | 1.39% | 1.34% | 1.49% | 1.54% |
Frequently Asked Questions
With a correlation of 0.90, B500.DE and SP2D.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, B500.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
B500.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for SP2D.DE.
B500.DE tracks S&P 500 Buyback NTR, while SP2D.DE tracks S&P 500® Equal Weight. They also come from different issuers: Amundi and Invesco. Their fees differ too: 0.15% for B500.DE and 0.20% for SP2D.DE.
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