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F500.DE vs. B500.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

F500.DE vs. B500.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P 500 ESG UCITS ETF Acc (F500.DE) and Amundi S&P 500 Buyback ETF (B500.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, F500.DE achieves a 11.02% return, which is significantly higher than B500.DE's 8.94% return.


F500.DE

1D
0.66%
1M
5.52%
YTD
11.02%
6M
11.61%
1Y
28.59%
3Y*
18.57%
5Y*
15.55%
10Y*

B500.DE

1D
0.86%
1M
5.50%
YTD
8.94%
6M
10.28%
1Y
20.50%
3Y*
15.34%
5Y*
11.15%
10Y*
12.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

F500.DE vs. B500.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
F500.DE
Amundi S&P 500 ESG UCITS ETF Acc
11.02%5.41%31.71%24.10%-14.24%43.57%6.01%34.18%-11.70%
B500.DE
Amundi S&P 500 Buyback ETF
8.94%4.76%20.85%12.10%-7.18%47.02%-4.65%34.36%-14.13%

Correlation

The correlation between F500.DE and B500.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.61

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

0.67

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

0.76

Correlation (All Time)
Calculated using the full available price history since Aug 22, 2018

0.79

The correlation between F500.DE and B500.DE shifts across timeframes, from 0.61 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

F500.DE vs. B500.DE — Risk / Return Rank

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

F500.DE
F500.DE Risk / Return Rank: 7777
Overall Rank
F500.DE Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
F500.DE Sortino Ratio Rank: 7575
Sortino Ratio Rank
F500.DE Omega Ratio Rank: 7777
Omega Ratio Rank
F500.DE Calmar Ratio Rank: 7878
Calmar Ratio Rank
F500.DE Martin Ratio Rank: 7878
Martin Ratio Rank

B500.DE
B500.DE Risk / Return Rank: 5858
Overall Rank
B500.DE Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
B500.DE Sortino Ratio Rank: 4848
Sortino Ratio Rank
B500.DE Omega Ratio Rank: 4747
Omega Ratio Rank
B500.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
B500.DE Martin Ratio Rank: 6363
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.

F500.DE vs. B500.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 ESG UCITS ETF Acc (F500.DE) and Amundi S&P 500 Buyback ETF (B500.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.


F500.DEB500.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.78

Sortino ratioReturn per unit of downside risk

+1.02

Omega ratioGain probability vs. loss probability

1.45

1.30

+0.15

Calmar ratioReturn relative to maximum drawdown

3.88

4.30

-0.41

Martin ratioReturn relative to average drawdown

14.92

11.16

+3.76

F500.DE vs. B500.DE - Sharpe Ratio Comparison

The current F500.DE Sharpe Ratio is 2.44, which is higher than the B500.DE Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of F500.DE and B500.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


F500.DEB500.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.44

1.66

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

0.68

+0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.52

+0.36

Drawdowns

F500.DE vs. B500.DE - Drawdown Comparison

The maximum F500.DE drawdown since its inception was -33.80%, smaller than the maximum B500.DE drawdown of -42.49%. Use the drawdown chart below to compare losses from any high point for F500.DE and B500.DE.


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Drawdown Indicators


F500.DEB500.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.80%

-42.49%

+8.69%

Max Drawdown (1Y)

Largest decline over 1 year

-7.33%

-4.75%

-2.58%

Max Drawdown (3Y)

Largest decline over 3 years

-23.49%

-23.66%

+0.17%

Max Drawdown (5Y)

Largest decline over 5 years

-23.49%

-23.66%

+0.17%

Max Drawdown (10Y)

Largest decline over 10 years

-42.49%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-4.64%

-6.31%

+1.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

1.83%

+0.08%

Volatility

F500.DE vs. B500.DE - Volatility Comparison

Amundi S&P 500 ESG UCITS ETF Acc (F500.DE) and Amundi S&P 500 Buyback ETF (B500.DE) have volatilities of 2.88% and 2.99%, 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.


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Volatility by Period


F500.DEB500.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.88%

2.99%

-0.11%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

7.82%

-0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

11.68%

12.29%

-0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.31%

16.18%

-0.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.00%

18.96%

-1.96%

F500.DE vs. B500.DE - Expense Ratio Comparison

F500.DE has a 0.12% expense ratio, which is lower than B500.DE's 0.15% 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%.


Dividends

F500.DE vs. B500.DE - Dividend Comparison

Neither F500.DE nor B500.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


F500.DE and B500.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, F500.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

F500.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for B500.DE.

F500.DE tracks S&P 500 ESG+, while B500.DE tracks S&P 500 Buyback NTR. Their fees differ too: 0.12% for F500.DE and 0.15% for B500.DE.

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