CUKX.L vs. S100.L
Compare and contrast key facts about iShares FTSE 100 UCITS ETF (CUKX.L) and Invesco FTSE 100 UCITS ETF (S100.L).
CUKX.L and S100.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CUKX.L is a passively managed fund by iShares that tracks the performance of the FTSE 100 Index. It was launched on Jan 26, 2010. S100.L is a passively managed fund by Invesco that tracks the performance of the FTSE AllSh TR GBP. It was launched on Mar 31, 2009. Both CUKX.L and S100.L 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: CUKX.L or S100.L.
Key characteristics
| CUKX.L | S100.L | |
|---|---|---|
| YTD Return | 10.08% | 10.35% |
| 1Y Return | 15.40% | 15.81% |
| 3Y Return (Ann) | 9.67% | 9.48% |
| 5Y Return (Ann) | 6.59% | 6.55% |
| 10Y Return (Ann) | 6.22% | 6.07% |
| Sharpe Ratio | 1.45 | 1.49 |
| Daily Std Dev | 10.13% | 10.19% |
| Max Drawdown | -34.50% | -34.58% |
| Current Drawdown | -1.11% | -1.03% |
Correlation
The correlation between CUKX.L and S100.L is 0.90, 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
CUKX.L vs. S100.L - Performance Comparison
The year-to-date returns for both investments are quite close, with CUKX.L having a 10.08% return and S100.L slightly higher at 10.35%. Both investments have delivered pretty close results over the past 10 years, with CUKX.L having a 6.22% annualized return and S100.L not far behind at 6.07%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CUKX.L vs. S100.L - Expense Ratio Comparison
CUKX.L has a 0.07% expense ratio, which is lower than S100.L's 0.09% 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%.
Risk-Adjusted Performance
CUKX.L vs. S100.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE 100 UCITS ETF (CUKX.L) and Invesco FTSE 100 UCITS ETF (S100.L). 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
CUKX.L vs. S100.L - Dividend Comparison
Neither CUKX.L nor S100.L has paid dividends to shareholders.
Drawdowns
CUKX.L vs. S100.L - Drawdown Comparison
The maximum CUKX.L drawdown since its inception was -34.50%, roughly equal to the maximum S100.L drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for CUKX.L and S100.L. For additional features, visit the drawdowns tool.
Volatility
CUKX.L vs. S100.L - Volatility Comparison
iShares FTSE 100 UCITS ETF (CUKX.L) and Invesco FTSE 100 UCITS ETF (S100.L) have volatilities of 3.66% and 3.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.