CSPX.AS vs. FDRV
CSPX.AS (iShares Core S&P 500 UCITS ETF) and FDRV (Fidelity Electric Vehicles and Future Transportation ETF) are both exchange-traded funds - CSPX.AS is a S&P 500 fund tracking the S&P 500 Index, while FDRV is a Transportation Equities fund actively managed by Fidelity. CSPX.AS is passively managed, while FDRV is actively managed. Over the past 3 years, CSPX.AS returned 18.87%/yr vs 3.99%/yr for FDRV. At a 0.42 correlation, their price movements are largely independent. CSPX.AS charges 0.07%/yr vs 0.39%/yr for FDRV.
Performance
CSPX.AS vs. FDRV - Performance Comparison
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Different Trading Currencies
CSPX.AS is traded in EUR, while FDRV is traded in USD. To make them comparable, the FDRV values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSPX.AS achieves a 11.52% return, which is significantly lower than FDRV's 30.77% return.
CSPX.AS
- 1D
- -0.10%
- 1M
- 5.25%
- YTD
- 11.52%
- 6M
- 11.45%
- 1Y
- 25.69%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.96%
FDRV
- 1D
- -1.37%
- 1M
- 9.65%
- YTD
- 30.77%
- 6M
- 26.42%
- 1Y
- 46.99%
- 3Y*
- 3.99%
- 5Y*
- —
- 10Y*
- —
CSPX.AS vs. FDRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 11.52% | 4.00% | 33.87% | 22.28% | -14.24% | 10.51% |
FDRV Fidelity Electric Vehicles and Future Transportation ETF | 30.77% | 9.57% | -16.57% | 8.90% | -40.77% | 8.77% |
Correlation
The correlation between CSPX.AS and FDRV is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2021 | 0.42 |
The correlation between CSPX.AS and FDRV shifts across timeframes, from 0.37 (3 years) to 0.49 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CSPX.AS vs. FDRV — Risk / Return Rank
CSPX.AS
FDRV
CSPX.AS vs. FDRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF (CSPX.AS) and Fidelity Electric Vehicles and Future Transportation ETF (FDRV). 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.
| CSPX.AS | FDRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.32 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 3.31 | +0.26 |
| Martin ratioReturn relative to average drawdown | 12.76 | 9.95 | +2.81 |
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
| CSPX.AS | FDRV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.25 | 1.95 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | -0.12 | +1.05 |
Drawdowns
CSPX.AS vs. FDRV - Drawdown Comparison
The maximum CSPX.AS drawdown since its inception was -33.65%, smaller than the maximum FDRV drawdown of -62.50%. Use the drawdown chart below to compare losses from any high point for CSPX.AS and FDRV.
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Drawdown Indicators
| CSPX.AS | FDRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -62.50% | +28.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.11% | -14.27% | +7.16% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -48.25% | +24.88% |
Max Drawdown (5Y)Largest decline over 5 years | -23.37% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | — | — |
Current DrawdownCurrent decline from peak | -0.40% | -29.93% | +29.53% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -40.18% | +35.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 4.74% | -2.74% |
Volatility
CSPX.AS vs. FDRV - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF (CSPX.AS) is 2.59%, while Fidelity Electric Vehicles and Future Transportation ETF (FDRV) has a volatility of 8.61%. This indicates that CSPX.AS experiences smaller price fluctuations and is considered to be less risky than FDRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSPX.AS | FDRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 8.61% | -6.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 17.65% | -10.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.26% | 24.23% | -12.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 30.34% | -15.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 30.34% | -14.29% |
CSPX.AS vs. FDRV - Expense Ratio Comparison
CSPX.AS has a 0.07% expense ratio, which is lower than FDRV's 0.39% expense ratio.
Dividends
CSPX.AS vs. FDRV - Dividend Comparison
CSPX.AS has not paid dividends to shareholders, while FDRV's dividend yield for the trailing twelve months is around 1.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDRV Fidelity Electric Vehicles and Future Transportation ETF | 1.04% | 1.14% | 0.43% | 0.24% | 0.33% | 0.04% |
Frequently Asked Questions
CSPX.AS and FDRV have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSPX.AS is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSPX.AS is cheaper with a 0.07% expense ratio, compared with 0.39% for FDRV.
CSPX.AS is categorized as S&P 500, while FDRV is Transportation Equities. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.07% for CSPX.AS and 0.39% for FDRV.
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