FINW.L vs. SPY
Compare and contrast key facts about Lyxor MSCI World Financials TR UCITS (FINW.L) and SPDR S&P 500 ETF (SPY).
FINW.L and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FINW.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Financials NR USD. It was launched on Aug 23, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both FINW.L and SPY 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: FINW.L or SPY.
Key characteristics
| FINW.L | SPY | |
|---|---|---|
| YTD Return | 6.41% | 6.58% |
| 1Y Return | 24.78% | 25.57% |
| 3Y Return (Ann) | 6.15% | 8.08% |
| 5Y Return (Ann) | 8.46% | 13.25% |
| 10Y Return (Ann) | 6.86% | 12.38% |
| Sharpe Ratio | 2.11 | 2.13 |
| Daily Std Dev | 13.33% | 11.60% |
| Max Drawdown | -43.64% | -55.19% |
| Current Drawdown | -3.29% | -3.47% |
Correlation
The correlation between FINW.L and SPY is 0.43, 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
FINW.L vs. SPY - Performance Comparison
The year-to-date returns for both investments are quite close, with FINW.L having a 6.41% return and SPY slightly higher at 6.58%. Over the past 10 years, FINW.L has underperformed SPY with an annualized return of 6.86%, while SPY has yielded a comparatively higher 12.38% annualized return. 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.
FINW.L vs. SPY - Expense Ratio Comparison
FINW.L has a 0.30% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FINW.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI World Financials TR UCITS (FINW.L) and SPDR S&P 500 ETF (SPY). 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
FINW.L vs. SPY - Dividend Comparison
FINW.L has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.33%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINW.L Lyxor MSCI World Financials TR UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.33% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
FINW.L vs. SPY - Drawdown Comparison
The maximum FINW.L drawdown since its inception was -43.64%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FINW.L and SPY. For additional features, visit the drawdowns tool.
Volatility
FINW.L vs. SPY - Volatility Comparison
Lyxor MSCI World Financials TR UCITS (FINW.L) and SPDR S&P 500 ETF (SPY) have volatilities of 4.04% and 4.03%, 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.