GSPFX vs. CSPX.L
Compare and contrast key facts about Gotham Enhanced S&P 500 Index Fund (GSPFX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
GSPFX is managed by Gotham. It was launched on Dec 30, 2016. CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSPFX or CSPX.L.
Correlation
The correlation between GSPFX and CSPX.L is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GSPFX vs. CSPX.L - Performance Comparison
Key characteristics
GSPFX:
0.67
CSPX.L:
1.65
GSPFX:
0.86
CSPX.L:
2.21
GSPFX:
1.17
CSPX.L:
1.32
GSPFX:
0.85
CSPX.L:
2.23
GSPFX:
2.38
CSPX.L:
10.21
GSPFX:
4.68%
CSPX.L:
2.08%
GSPFX:
16.51%
CSPX.L:
12.89%
GSPFX:
-36.14%
CSPX.L:
-9.49%
GSPFX:
-9.81%
CSPX.L:
-0.61%
Returns By Period
In the year-to-date period, GSPFX achieves a 3.21% return, which is significantly higher than CSPX.L's 2.88% return.
GSPFX
3.21%
-0.65%
-1.81%
8.71%
8.93%
N/A
CSPX.L
2.88%
0.02%
9.51%
22.41%
N/A
N/A
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GSPFX vs. CSPX.L - Expense Ratio Comparison
GSPFX has a 0.50% expense ratio, which is higher than CSPX.L's 0.07% expense ratio.
Risk-Adjusted Performance
GSPFX vs. CSPX.L — Risk-Adjusted Performance Rank
GSPFX
CSPX.L
GSPFX vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham Enhanced S&P 500 Index Fund (GSPFX) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.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
GSPFX vs. CSPX.L - Dividend Comparison
GSPFX's dividend yield for the trailing twelve months is around 0.96%, while CSPX.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
GSPFX Gotham Enhanced S&P 500 Index Fund | 0.96% | 0.99% | 1.42% | 0.86% | 1.04% | 0.95% | 1.22% | 2.07% | 1.31% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GSPFX vs. CSPX.L - Drawdown Comparison
The maximum GSPFX drawdown since its inception was -36.14%, which is greater than CSPX.L's maximum drawdown of -9.49%. Use the drawdown chart below to compare losses from any high point for GSPFX and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
GSPFX vs. CSPX.L - Volatility Comparison
The current volatility for Gotham Enhanced S&P 500 Index Fund (GSPFX) is 2.94%, while iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) has a volatility of 3.64%. This indicates that GSPFX experiences smaller price fluctuations and is considered to be less risky than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.