Correlation
The correlation between ISHP and SPLG is 0.58, 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.
ISHP vs. SPLG
Compare and contrast key facts about First Trust S-Network Global E-Commerce ETF (ISHP) and SPDR Portfolio S&P 500 ETF (SPLG).
ISHP and SPLG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISHP is a passively managed fund by First Trust that tracks the performance of the S-Network Global E-Commerce Index. It was launched on Sep 20, 2016. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005. Both ISHP and SPLG 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: ISHP or SPLG.
Performance
ISHP vs. SPLG - Performance Comparison
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Key characteristics
ISHP:
1.16
SPLG:
0.73
ISHP:
1.71
SPLG:
1.04
ISHP:
1.23
SPLG:
1.15
ISHP:
1.06
SPLG:
0.68
ISHP:
4.90
SPLG:
2.58
ISHP:
5.36%
SPLG:
4.93%
ISHP:
22.97%
SPLG:
19.61%
ISHP:
-47.57%
SPLG:
-54.52%
ISHP:
-4.83%
SPLG:
-3.53%
Returns By Period
In the year-to-date period, ISHP achieves a 7.20% return, which is significantly higher than SPLG's 0.89% return.
ISHP
7.20%
4.44%
1.91%
26.53%
15.58%
11.64%
N/A
SPLG
0.89%
5.54%
-1.55%
13.29%
14.31%
15.91%
12.72%
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ISHP vs. SPLG - Expense Ratio Comparison
ISHP has a 0.60% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
ISHP vs. SPLG — Risk-Adjusted Performance Rank
ISHP
SPLG
ISHP vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust S-Network Global E-Commerce ETF (ISHP) and SPDR Portfolio S&P 500 ETF (SPLG). 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.
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Dividends
ISHP vs. SPLG - Dividend Comparison
ISHP's dividend yield for the trailing twelve months is around 0.95%, less than SPLG's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISHP First Trust S-Network Global E-Commerce ETF | 0.95% | 1.02% | 1.58% | 0.76% | 0.52% | 0.82% | 1.16% | 0.89% | 1.64% | 0.23% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 1.29% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
ISHP vs. SPLG - Drawdown Comparison
The maximum ISHP drawdown since its inception was -47.57%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for ISHP and SPLG.
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Volatility
ISHP vs. SPLG - Volatility Comparison
First Trust S-Network Global E-Commerce ETF (ISHP) has a higher volatility of 5.79% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.80%. This indicates that ISHP's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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