IMBBY vs. VUAG.L
Compare and contrast key facts about Imperial Brands PLC (IMBBY) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMBBY or VUAG.L.
Correlation
The correlation between IMBBY and VUAG.L is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IMBBY vs. VUAG.L - Performance Comparison
Key characteristics
IMBBY:
3.05
VUAG.L:
2.16
IMBBY:
4.13
VUAG.L:
3.07
IMBBY:
1.56
VUAG.L:
1.42
IMBBY:
1.85
VUAG.L:
2.26
IMBBY:
18.18
VUAG.L:
15.27
IMBBY:
3.06%
VUAG.L:
1.65%
IMBBY:
18.25%
VUAG.L:
11.67%
IMBBY:
-65.18%
VUAG.L:
-25.61%
IMBBY:
-3.23%
VUAG.L:
-1.43%
Returns By Period
In the year-to-date period, IMBBY achieves a 9.20% return, which is significantly higher than VUAG.L's 3.16% return.
IMBBY
9.20%
10.55%
28.22%
56.59%
17.56%
3.87%
VUAG.L
3.16%
-0.43%
14.07%
25.11%
15.03%
N/A
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Risk-Adjusted Performance
IMBBY vs. VUAG.L — Risk-Adjusted Performance Rank
IMBBY
VUAG.L
IMBBY vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Imperial Brands PLC (IMBBY) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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
IMBBY vs. VUAG.L - Dividend Comparison
IMBBY's dividend yield for the trailing twelve months is around 3.64%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMBBY Imperial Brands PLC | 3.64% | 6.04% | 7.61% | 7.03% | 8.61% | 9.98% | 10.46% | 7.98% | 4.86% | 4.77% | 5.37% | 4.45% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 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
IMBBY vs. VUAG.L - Drawdown Comparison
The maximum IMBBY drawdown since its inception was -65.18%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for IMBBY and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
IMBBY vs. VUAG.L - Volatility Comparison
Imperial Brands PLC (IMBBY) has a higher volatility of 4.57% compared to Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) at 3.34%. This indicates that IMBBY's price experiences larger fluctuations and is considered to be riskier than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.