CACX.L vs. V50A.DE
Compare and contrast key facts about Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE).
CACX.L and V50A.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CACX.L is a passively managed fund by Amundi that tracks the performance of the Euronext Paris CAC 40 NR EUR. It was launched on Dec 13, 2018. V50A.DE is a passively managed fund by Amundi that tracks the performance of the EURO STOXX® 50. It was launched on Feb 14, 2018. Both CACX.L and V50A.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CACX.L or V50A.DE.
Key characteristics
| CACX.L | V50A.DE | |
|---|---|---|
| YTD Return | 9.23% | 14.16% |
| 1Y Return | 10.15% | 20.93% |
| 3Y Return (Ann) | 9.07% | 11.14% |
| 5Y Return (Ann) | 8.47% | 11.48% |
| Sharpe Ratio | 0.76 | 1.56 |
| Daily Std Dev | 13.25% | 12.38% |
| Max Drawdown | -32.83% | -38.57% |
| Current Drawdown | 0.00% | -0.03% |
Correlation
The correlation between CACX.L and V50A.DE is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CACX.L vs. V50A.DE - Performance Comparison
In the year-to-date period, CACX.L achieves a 9.23% return, which is significantly lower than V50A.DE's 14.16% 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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CACX.L vs. V50A.DE - Expense Ratio Comparison
CACX.L has a 0.25% expense ratio, which is higher than V50A.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CACX.L vs. V50A.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.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.
Dividends
CACX.L vs. V50A.DE - Dividend Comparison
Neither CACX.L nor V50A.DE has paid dividends to shareholders.
Drawdowns
CACX.L vs. V50A.DE - Drawdown Comparison
The maximum CACX.L drawdown since its inception was -32.83%, smaller than the maximum V50A.DE drawdown of -38.57%. Use the drawdown chart below to compare losses from any high point for CACX.L and V50A.DE. For additional features, visit the drawdowns tool.
Volatility
CACX.L vs. V50A.DE - Volatility Comparison
The current volatility for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) is 3.56%, while Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) has a volatility of 3.87%. This indicates that CACX.L experiences smaller price fluctuations and is considered to be less risky than V50A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.