IE00BFPM9N11.EUFUND vs. SPY5.DE
Compare and contrast key facts about Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and SPDR S&P 500 UCITS ETF (SPY5.DE).
IE00BFPM9N11.EUFUND is managed by Vanguard. It was launched on Dec 10, 2002. SPY5.DE is a passively managed fund by State Street that tracks the performance of the S&P 500®. It was launched on Mar 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IE00BFPM9N11.EUFUND or SPY5.DE.
Correlation
The correlation between IE00BFPM9N11.EUFUND and SPY5.DE is 0.71, 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. SPY5.DE - Performance Comparison
Key characteristics
IE00BFPM9N11.EUFUND:
2.02
SPY5.DE:
2.15
IE00BFPM9N11.EUFUND:
2.73
SPY5.DE:
2.96
IE00BFPM9N11.EUFUND:
1.39
SPY5.DE:
1.43
IE00BFPM9N11.EUFUND:
2.65
SPY5.DE:
3.31
IE00BFPM9N11.EUFUND:
12.66
SPY5.DE:
14.43
IE00BFPM9N11.EUFUND:
1.90%
SPY5.DE:
1.89%
IE00BFPM9N11.EUFUND:
11.78%
SPY5.DE:
12.68%
IE00BFPM9N11.EUFUND:
-33.75%
SPY5.DE:
-33.86%
IE00BFPM9N11.EUFUND:
0.00%
SPY5.DE:
-0.52%
Returns By Period
In the year-to-date period, IE00BFPM9N11.EUFUND achieves a 4.12% return, which is significantly higher than SPY5.DE's 3.29% return. Over the past 10 years, IE00BFPM9N11.EUFUND has underperformed SPY5.DE with an annualized return of 11.03%, while SPY5.DE has yielded a comparatively higher 14.13% annualized return.
IE00BFPM9N11.EUFUND
4.12%
2.88%
18.66%
24.50%
12.62%
11.03%
SPY5.DE
3.29%
1.99%
20.52%
27.56%
15.16%
14.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IE00BFPM9N11.EUFUND vs. SPY5.DE - Expense Ratio Comparison
IE00BFPM9N11.EUFUND has a 0.11% expense ratio, which is higher than SPY5.DE's 0.03% 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. SPY5.DE — Risk-Adjusted Performance Rank
IE00BFPM9N11.EUFUND
SPY5.DE
IE00BFPM9N11.EUFUND vs. SPY5.DE - 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 UCITS ETF (SPY5.DE). 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. SPY5.DE - Dividend Comparison
IE00BFPM9N11.EUFUND has not paid dividends to shareholders, while SPY5.DE's dividend yield for the trailing twelve months is around 1.00%.
| 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% |
SPY5.DE SPDR S&P 500 UCITS ETF | 1.00% | 1.03% | 1.22% | 1.42% | 0.95% | 1.37% | 1.74% | 3.30% | 1.59% | 1.57% | 1.69% | 1.39% |
Drawdowns
IE00BFPM9N11.EUFUND vs. SPY5.DE - Drawdown Comparison
The maximum IE00BFPM9N11.EUFUND drawdown since its inception was -33.75%, roughly equal to the maximum SPY5.DE drawdown of -33.86%. Use the drawdown chart below to compare losses from any high point for IE00BFPM9N11.EUFUND and SPY5.DE. For additional features, visit the drawdowns tool.
Volatility
IE00BFPM9N11.EUFUND vs. SPY5.DE - Volatility Comparison
The current volatility for Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) is 4.34%, while SPDR S&P 500 UCITS ETF (SPY5.DE) has a volatility of 4.78%. This indicates that IE00BFPM9N11.EUFUND experiences smaller price fluctuations and is considered to be less risky than SPY5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.