CSPX.AS vs. VTSAX
Compare and contrast key facts about iShares Core S&P 500 UCITS ETF (CSPX.AS) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
CSPX.AS is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSPX.AS or VTSAX.
Key characteristics
| CSPX.AS | VTSAX | |
|---|---|---|
| YTD Return | 12.49% | 8.40% |
| 1Y Return | 29.77% | 27.52% |
| 3Y Return (Ann) | 12.60% | 7.03% |
| 5Y Return (Ann) | 15.18% | 13.51% |
| Sharpe Ratio | 2.73 | 2.24 |
| Daily Std Dev | 10.48% | 12.04% |
| Max Drawdown | -33.65% | -55.34% |
| Current Drawdown | -0.69% | -1.46% |
Correlation
The correlation between CSPX.AS and VTSAX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSPX.AS vs. VTSAX - Performance Comparison
In the year-to-date period, CSPX.AS achieves a 12.49% return, which is significantly higher than VTSAX's 8.40% 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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CSPX.AS vs. VTSAX - Expense Ratio Comparison
CSPX.AS has a 0.07% expense ratio, which is higher than VTSAX's 0.04% 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
CSPX.AS vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF (CSPX.AS) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
CSPX.AS vs. VTSAX - Dividend Comparison
CSPX.AS has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.37% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
CSPX.AS vs. VTSAX - Drawdown Comparison
The maximum CSPX.AS drawdown since its inception was -33.65%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for CSPX.AS and VTSAX. For additional features, visit the drawdowns tool.
Volatility
CSPX.AS vs. VTSAX - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF (CSPX.AS) is 3.80%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.17%. This indicates that CSPX.AS experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.