HSBA.L vs. VUSA.L
Compare and contrast key facts about HSBC Holdings plc (HSBA.L) and Vanguard S&P 500 UCITS ETF (VUSA.L).
VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSBA.L or VUSA.L.
Correlation
The correlation between HSBA.L and VUSA.L is 0.50, 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
HSBA.L vs. VUSA.L - Performance Comparison
Key characteristics
HSBA.L:
1.82
VUSA.L:
2.50
HSBA.L:
2.19
VUSA.L:
3.53
HSBA.L:
1.36
VUSA.L:
1.48
HSBA.L:
3.38
VUSA.L:
4.51
HSBA.L:
10.32
VUSA.L:
17.79
HSBA.L:
3.74%
VUSA.L:
1.59%
HSBA.L:
21.20%
VUSA.L:
11.30%
HSBA.L:
-61.71%
VUSA.L:
-25.47%
HSBA.L:
0.00%
VUSA.L:
-0.90%
Returns By Period
In the year-to-date period, HSBA.L achieves a 0.75% return, which is significantly higher than VUSA.L's 0.66% return. Over the past 10 years, HSBA.L has underperformed VUSA.L with an annualized return of 9.04%, while VUSA.L has yielded a comparatively higher 15.60% annualized return.
HSBA.L
0.75%
5.48%
21.52%
37.78%
12.49%
9.04%
VUSA.L
0.66%
-0.52%
9.02%
29.59%
15.44%
15.60%
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Risk-Adjusted Performance
HSBA.L vs. VUSA.L — Risk-Adjusted Performance Rank
HSBA.L
VUSA.L
HSBA.L vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Holdings plc (HSBA.L) and Vanguard S&P 500 UCITS ETF (VUSA.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
HSBA.L vs. VUSA.L - Dividend Comparison
HSBA.L's dividend yield for the trailing twelve months is around 8.27%, more than VUSA.L's 0.48% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HSBC Holdings plc | 8.27% | 8.34% | 6.67% | 4.21% | 3.55% | 5.54% | 6.69% | 5.83% | 5.18% | 5.79% | 6.12% | 4.88% |
Vanguard S&P 500 UCITS ETF | 0.48% | 0.49% | 1.25% | 1.41% | 1.05% | 1.46% | 1.48% | 1.70% | 1.60% | 1.55% | 1.73% | 1.50% |
Drawdowns
HSBA.L vs. VUSA.L - Drawdown Comparison
The maximum HSBA.L drawdown since its inception was -61.71%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for HSBA.L and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
HSBA.L vs. VUSA.L - Volatility Comparison
HSBC Holdings plc (HSBA.L) and Vanguard S&P 500 UCITS ETF (VUSA.L) have volatilities of 3.49% and 3.43%, 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.