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BSP.DE vs. VUSA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BSP.DE vs. VUSA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in BAE Systems plc (BSP.DE) and Vanguard S&P 500 UCITS ETF (VUSA.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BSP.DE achieves a 14.05% return, which is significantly higher than VUSA.DE's 11.38% return.


BSP.DE

1D
0.59%
1M
-7.97%
YTD
14.05%
6M
16.08%
1Y
-4.04%
3Y*
29.69%
5Y*
32.71%
10Y*

VUSA.DE

1D
-0.12%
1M
5.24%
YTD
11.38%
6M
11.44%
1Y
25.59%
3Y*
18.87%
5Y*
14.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSP.DE vs. VUSA.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BSP.DE
BAE Systems plc
14.05%45.30%8.80%37.83%54.55%23.72%-10.55%0.90%
VUSA.DE
Vanguard S&P 500 UCITS ETF
11.38%4.74%32.32%22.44%-14.26%40.76%6.77%-0.49%

Correlation

The correlation between BSP.DE and VUSA.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Dec 27, 2019

0.25

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Return for Risk

BSP.DE vs. VUSA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSP.DE
BSP.DE Risk / Return Rank: 3434
Overall Rank
BSP.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
BSP.DE Sortino Ratio Rank: 3131
Sortino Ratio Rank
BSP.DE Omega Ratio Rank: 3131
Omega Ratio Rank
BSP.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
BSP.DE Martin Ratio Rank: 3535
Martin Ratio Rank

VUSA.DE
VUSA.DE Risk / Return Rank: 6969
Overall Rank
VUSA.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VUSA.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
VUSA.DE Omega Ratio Rank: 7070
Omega Ratio Rank
VUSA.DE Calmar Ratio Rank: 7272
Calmar Ratio Rank
VUSA.DE Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSP.DE vs. VUSA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BAE Systems plc (BSP.DE) and Vanguard S&P 500 UCITS ETF (VUSA.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.


BSP.DEVUSA.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.33

Sortino ratioReturn per unit of downside risk

-2.95

Omega ratioGain probability vs. loss probability

1.00

1.41

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.17

3.57

-3.75

Martin ratioReturn relative to average drawdown

-0.37

12.71

-13.08

BSP.DE vs. VUSA.DE - Sharpe Ratio Comparison

The current BSP.DE Sharpe Ratio is -0.13, which is lower than the VUSA.DE Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of BSP.DE and VUSA.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BSP.DEVUSA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.13

2.20

-2.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.15

0.96

+0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.89

-0.08

Drawdowns

BSP.DE vs. VUSA.DE - Drawdown Comparison

The maximum BSP.DE drawdown since its inception was -41.54%, which is greater than VUSA.DE's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for BSP.DE and VUSA.DE.


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Drawdown Indicators


BSP.DEVUSA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.54%

-33.63%

-7.91%

Max Drawdown (1Y)

Largest decline over 1 year

-23.11%

-7.13%

-15.98%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

-23.24%

+0.13%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

-23.24%

+0.13%

Current Drawdown

Current decline from peak

-17.23%

-0.44%

-16.79%

Average Drawdown

Average peak-to-trough decline

-9.15%

-4.40%

-4.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.39%

2.01%

+8.38%

Volatility

BSP.DE vs. VUSA.DE - Volatility Comparison

BAE Systems plc (BSP.DE) has a higher volatility of 11.03% compared to Vanguard S&P 500 UCITS ETF (VUSA.DE) at 2.68%. This indicates that BSP.DE's price experiences larger fluctuations and is considered to be riskier than VUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSP.DEVUSA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.03%

2.68%

+8.35%

Volatility (6M)

Calculated over the trailing 6-month period

24.76%

7.59%

+17.17%

Volatility (1Y)

Calculated over the trailing 1-year period

31.80%

11.58%

+20.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.37%

15.17%

+13.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.50%

16.77%

+14.73%

Dividends

BSP.DE vs. VUSA.DE - Dividend Comparison

BSP.DE's dividend yield for the trailing twelve months is around 2.18%, more than VUSA.DE's 0.87% yield.


PositionTTM202520242023202220212020201920182017
BSP.DE
BAE Systems plc
2.18%2.32%3.04%2.83%3.57%4.95%7.76%0.00%0.00%0.00%
VUSA.DE
Vanguard S&P 500 UCITS ETF
0.87%0.97%1.00%1.25%1.45%1.02%1.43%1.45%1.74%0.41%

Frequently Asked Questions


BSP.DE and VUSA.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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