IE00BFPM9N11.EUFUND vs. SPY
Compare and contrast key facts about Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and SPDR S&P 500 ETF (SPY).
IE00BFPM9N11.EUFUND is managed by Vanguard. It was launched on Dec 10, 2002. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IE00BFPM9N11.EUFUND or SPY.
Correlation
The correlation between IE00BFPM9N11.EUFUND and SPY is 0.88, 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
IE00BFPM9N11.EUFUND vs. SPY - Performance Comparison
Key characteristics
IE00BFPM9N11.EUFUND:
2.02
SPY:
1.82
IE00BFPM9N11.EUFUND:
2.73
SPY:
2.45
IE00BFPM9N11.EUFUND:
1.39
SPY:
1.33
IE00BFPM9N11.EUFUND:
2.65
SPY:
2.76
IE00BFPM9N11.EUFUND:
12.66
SPY:
11.44
IE00BFPM9N11.EUFUND:
1.90%
SPY:
2.03%
IE00BFPM9N11.EUFUND:
11.78%
SPY:
12.74%
IE00BFPM9N11.EUFUND:
-33.75%
SPY:
-55.19%
IE00BFPM9N11.EUFUND:
0.00%
SPY:
-1.47%
Returns By Period
In the year-to-date period, IE00BFPM9N11.EUFUND achieves a 4.12% return, which is significantly higher than SPY's 2.51% return. Over the past 10 years, IE00BFPM9N11.EUFUND has underperformed SPY with an annualized return of 11.03%, while SPY has yielded a comparatively higher 13.24% annualized return.
IE00BFPM9N11.EUFUND
4.12%
2.88%
18.66%
24.50%
12.62%
11.03%
SPY
2.51%
1.91%
13.44%
22.11%
14.33%
13.24%
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IE00BFPM9N11.EUFUND vs. SPY - Expense Ratio Comparison
IE00BFPM9N11.EUFUND has a 0.11% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IE00BFPM9N11.EUFUND vs. SPY — Risk-Adjusted Performance Rank
IE00BFPM9N11.EUFUND
SPY
IE00BFPM9N11.EUFUND vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and SPDR S&P 500 ETF (SPY). 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
IE00BFPM9N11.EUFUND vs. SPY - Dividend Comparison
IE00BFPM9N11.EUFUND has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR 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% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
IE00BFPM9N11.EUFUND vs. SPY - Drawdown Comparison
The maximum IE00BFPM9N11.EUFUND drawdown since its inception was -33.75%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IE00BFPM9N11.EUFUND and SPY. For additional features, visit the drawdowns tool.
Volatility
IE00BFPM9N11.EUFUND vs. SPY - Volatility Comparison
Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) has a higher volatility of 4.34% compared to SPDR S&P 500 ETF (SPY) at 3.78%. This indicates that IE00BFPM9N11.EUFUND's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.