IAEX.L vs. IUSA.L
Compare and contrast key facts about iShares AEX UCITS ETF EUR (Dist) (IAEX.L) and iShares S&P 500 UCITS Dist (IUSA.L).
IAEX.L and IUSA.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. IUSA.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 15, 2002. Both IAEX.L and IUSA.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 IUSA.L.
Correlation
The correlation between IAEX.L and IUSA.L is 0.76, 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
IAEX.L vs. IUSA.L - Performance Comparison
Key characteristics
IAEX.L:
0.72
IUSA.L:
1.92
IAEX.L:
1.10
IUSA.L:
2.71
IAEX.L:
1.13
IUSA.L:
1.37
IAEX.L:
0.94
IUSA.L:
3.45
IAEX.L:
2.19
IUSA.L:
13.49
IAEX.L:
3.90%
IUSA.L:
1.64%
IAEX.L:
11.87%
IUSA.L:
11.60%
IAEX.L:
-63.69%
IUSA.L:
-38.58%
IAEX.L:
-1.42%
IUSA.L:
-2.36%
Returns By Period
In the year-to-date period, IAEX.L achieves a 6.78% return, which is significantly higher than IUSA.L's 2.17% return. Over the past 10 years, IAEX.L has underperformed IUSA.L with an annualized return of 11.41%, while IUSA.L has yielded a comparatively higher 15.60% annualized return.
IAEX.L
6.78%
0.60%
1.39%
9.91%
11.01%
11.41%
IUSA.L
2.17%
-1.34%
13.49%
24.38%
15.22%
15.60%
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IAEX.L vs. IUSA.L - Expense Ratio Comparison
IAEX.L has a 0.30% expense ratio, which is higher than IUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
IAEX.L vs. IUSA.L — Risk-Adjusted Performance Rank
IAEX.L
IUSA.L
IAEX.L vs. IUSA.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 S&P 500 UCITS Dist (IUSA.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. IUSA.L - Dividend Comparison
IAEX.L's dividend yield for the trailing twelve months is around 2.40%, more than IUSA.L's 1.25% yield.
| 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% |
IUSA.L iShares S&P 500 UCITS Dist | 1.25% | 1.28% | 1.55% | 1.74% | 1.39% | 1.80% | 1.96% | 2.22% | 1.95% | 1.75% | 2.29% | 1.95% |
Drawdowns
IAEX.L vs. IUSA.L - Drawdown Comparison
The maximum IAEX.L drawdown since its inception was -63.69%, which is greater than IUSA.L's maximum drawdown of -38.58%. Use the drawdown chart below to compare losses from any high point for IAEX.L and IUSA.L. For additional features, visit the drawdowns tool.
Volatility
IAEX.L vs. IUSA.L - Volatility Comparison
iShares AEX UCITS ETF EUR (Dist) (IAEX.L) and iShares S&P 500 UCITS Dist (IUSA.L) have volatilities of 3.38% and 3.35%, 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.