FWD vs. CSPX.AS
Compare and contrast key facts about AB Disruptors ETF (FWD) and iShares Core S&P 500 UCITS ETF (CSPX.AS).
FWD and CSPX.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FWD is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWD or CSPX.AS.
Correlation
The correlation between FWD and CSPX.AS is 0.65, 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
FWD vs. CSPX.AS - Performance Comparison
Key characteristics
FWD:
1.16
CSPX.AS:
2.13
FWD:
1.61
CSPX.AS:
2.94
FWD:
1.21
CSPX.AS:
1.42
FWD:
2.01
CSPX.AS:
3.23
FWD:
6.67
CSPX.AS:
14.16
FWD:
4.00%
CSPX.AS:
1.89%
FWD:
23.00%
CSPX.AS:
12.49%
FWD:
-16.22%
CSPX.AS:
-33.65%
FWD:
-1.54%
CSPX.AS:
-0.71%
Returns By Period
In the year-to-date period, FWD achieves a 8.69% return, which is significantly higher than CSPX.AS's 2.47% return.
FWD
8.69%
7.31%
15.55%
26.94%
N/A
N/A
CSPX.AS
2.47%
2.97%
16.51%
27.21%
14.55%
13.66%
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FWD vs. CSPX.AS - Expense Ratio Comparison
FWD has a 0.65% expense ratio, which is higher than CSPX.AS's 0.07% expense ratio.
Risk-Adjusted Performance
FWD vs. CSPX.AS — Risk-Adjusted Performance Rank
FWD
CSPX.AS
FWD vs. CSPX.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Disruptors ETF (FWD) and iShares Core S&P 500 UCITS ETF (CSPX.AS). 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
FWD vs. CSPX.AS - Dividend Comparison
FWD's dividend yield for the trailing twelve months is around 1.74%, while CSPX.AS has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
FWD AB Disruptors ETF | 1.74% | 1.89% |
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% |
Drawdowns
FWD vs. CSPX.AS - Drawdown Comparison
The maximum FWD drawdown since its inception was -16.22%, smaller than the maximum CSPX.AS drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for FWD and CSPX.AS. For additional features, visit the drawdowns tool.
Volatility
FWD vs. CSPX.AS - Volatility Comparison
AB Disruptors ETF (FWD) has a higher volatility of 9.25% compared to iShares Core S&P 500 UCITS ETF (CSPX.AS) at 4.33%. This indicates that FWD's price experiences larger fluctuations and is considered to be riskier than CSPX.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.