INRL.L vs. VUAA.DE
Compare and contrast key facts about Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.L) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE).
INRL.L and VUAA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INRL.L is a passively managed fund by Amundi that tracks the performance of the MSCI India NR USD. It was launched on Nov 7, 2006. VUAA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. Both INRL.L and VUAA.DE 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: INRL.L or VUAA.DE.
Key characteristics
| INRL.L | VUAA.DE | |
|---|---|---|
| YTD Return | 18.48% | 18.53% |
| 1Y Return | 26.33% | 23.40% |
| 3Y Return (Ann) | 10.93% | 11.62% |
| Sharpe Ratio | 1.79 | 2.23 |
| Daily Std Dev | 14.80% | 11.68% |
| Max Drawdown | -37.58% | -33.67% |
| Current Drawdown | -1.26% | -1.74% |
Correlation
The correlation between INRL.L and VUAA.DE is 0.51, 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
INRL.L vs. VUAA.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with INRL.L having a 18.48% return and VUAA.DE slightly higher at 18.53%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INRL.L vs. VUAA.DE - Expense Ratio Comparison
INRL.L has a 0.85% expense ratio, which is higher than VUAA.DE's 0.07% expense ratio.
Risk-Adjusted Performance
INRL.L vs. VUAA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.L) and Vanguard S&P 500 UCITS USD Acc ETF (VUAA.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
INRL.L vs. VUAA.DE - Dividend Comparison
Neither INRL.L nor VUAA.DE has paid dividends to shareholders.
Drawdowns
INRL.L vs. VUAA.DE - Drawdown Comparison
The maximum INRL.L drawdown since its inception was -37.58%, which is greater than VUAA.DE's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for INRL.L and VUAA.DE. For additional features, visit the drawdowns tool.
Volatility
INRL.L vs. VUAA.DE - Volatility Comparison
The current volatility for Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.L) is 3.11%, while Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) has a volatility of 4.28%. This indicates that INRL.L experiences smaller price fluctuations and is considered to be less risky than VUAA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.