FUSA.L vs. SXR8.DE
Compare and contrast key facts about Fidelity US Quality Income ETF Acc (FUSA.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
FUSA.L and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUSA.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index. It was launched on Jun 21, 2023. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both FUSA.L and SXR8.DE 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: FUSA.L or SXR8.DE.
Correlation
The correlation between FUSA.L and SXR8.DE is 0.86, 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
FUSA.L vs. SXR8.DE - Performance Comparison
Key characteristics
FUSA.L:
1.32
SXR8.DE:
2.12
FUSA.L:
1.89
SXR8.DE:
2.92
FUSA.L:
1.24
SXR8.DE:
1.42
FUSA.L:
2.42
SXR8.DE:
3.26
FUSA.L:
6.94
SXR8.DE:
14.16
FUSA.L:
2.29%
SXR8.DE:
1.90%
FUSA.L:
12.14%
SXR8.DE:
12.70%
FUSA.L:
-35.84%
SXR8.DE:
-33.78%
FUSA.L:
-1.59%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, FUSA.L achieves a 2.59% return, which is significantly lower than SXR8.DE's 3.87% return.
FUSA.L
2.59%
1.15%
4.62%
17.76%
11.96%
N/A
SXR8.DE
3.87%
1.57%
17.05%
29.33%
15.16%
13.82%
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FUSA.L vs. SXR8.DE - Expense Ratio Comparison
FUSA.L has a 0.25% expense ratio, which is higher than SXR8.DE's 0.12% 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
FUSA.L vs. SXR8.DE — Risk-Adjusted Performance Rank
FUSA.L
SXR8.DE
FUSA.L vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Acc (FUSA.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.
Dividends
FUSA.L vs. SXR8.DE - Dividend Comparison
Neither FUSA.L nor SXR8.DE has paid dividends to shareholders.
Drawdowns
FUSA.L vs. SXR8.DE - Drawdown Comparison
The maximum FUSA.L drawdown since its inception was -35.84%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for FUSA.L and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
FUSA.L vs. SXR8.DE - Volatility Comparison
Fidelity US Quality Income ETF Acc (FUSA.L) has a higher volatility of 3.77% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 3.18%. This indicates that FUSA.L's price experiences larger fluctuations and is considered to be riskier than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.