IAEX.L vs. CSPX.L
Compare and contrast key facts about iShares AEX UCITS ETF EUR (Dist) (IAEX.L) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
IAEX.L and CSPX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAEX.L is a passively managed fund by iShares that tracks the performance of the Euronext AEX All Share TR EUR. It was launched on Nov 18, 2005. 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. Both IAEX.L and CSPX.L 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: IAEX.L or CSPX.L.
Correlation
The correlation between IAEX.L and CSPX.L is 0.48, 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
IAEX.L vs. CSPX.L - Performance Comparison
Key characteristics
IAEX.L:
0.72
CSPX.L:
1.66
IAEX.L:
1.10
CSPX.L:
2.21
IAEX.L:
1.13
CSPX.L:
1.32
IAEX.L:
0.94
CSPX.L:
2.24
IAEX.L:
2.19
CSPX.L:
10.25
IAEX.L:
3.90%
CSPX.L:
2.08%
IAEX.L:
11.87%
CSPX.L:
12.89%
IAEX.L:
-63.69%
CSPX.L:
-9.49%
IAEX.L:
-1.42%
CSPX.L:
-0.54%
Returns By Period
In the year-to-date period, IAEX.L achieves a 6.78% return, which is significantly higher than CSPX.L's 2.95% return.
IAEX.L
6.78%
0.60%
1.39%
9.91%
11.01%
11.41%
CSPX.L
2.95%
1.15%
9.33%
24.27%
N/A
N/A
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IAEX.L vs. CSPX.L - Expense Ratio Comparison
IAEX.L has a 0.30% expense ratio, which is higher than CSPX.L's 0.07% expense ratio.
Risk-Adjusted Performance
IAEX.L vs. CSPX.L — Risk-Adjusted Performance Rank
IAEX.L
CSPX.L
IAEX.L vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares AEX UCITS ETF EUR (Dist) (IAEX.L) 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
IAEX.L vs. CSPX.L - Dividend Comparison
IAEX.L's dividend yield for the trailing twelve months is around 2.40%, while CSPX.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAEX.L iShares AEX UCITS ETF EUR (Dist) | 2.40% | 2.56% | 2.43% | 2.57% | 1.84% | 1.57% | 3.29% | 3.54% | 3.09% | 3.34% | 3.94% | 2.81% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
IAEX.L vs. CSPX.L - Drawdown Comparison
The maximum IAEX.L drawdown since its inception was -63.69%, 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 IAEX.L and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
IAEX.L vs. CSPX.L - Volatility Comparison
The current volatility for iShares AEX UCITS ETF EUR (Dist) (IAEX.L) is 3.38%, while iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) has a volatility of 3.64%. This indicates that IAEX.L 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.