ISP6.L vs. CSPX.AS
Compare and contrast key facts about iShares S&P SmallCap 600 UCITS ETF (ISP6.L) and iShares Core S&P 500 UCITS ETF (CSPX.AS).
ISP6.L and CSPX.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISP6.L is a passively managed fund by iShares that tracks the performance of the Russell 2000 TR USD. It was launched on May 9, 2008. CSPX.AS is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both ISP6.L and CSPX.AS 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: ISP6.L or CSPX.AS.
Key characteristics
| ISP6.L | CSPX.AS | |
|---|---|---|
| YTD Return | 0.20% | 13.68% |
| 1Y Return | 14.02% | 27.19% |
| 3Y Return (Ann) | 3.21% | 13.80% |
| 5Y Return (Ann) | 7.24% | 14.83% |
| 10Y Return (Ann) | 10.75% | 15.01% |
| Sharpe Ratio | 0.89 | 2.59 |
| Daily Std Dev | 16.98% | 10.51% |
| Max Drawdown | -39.99% | -33.65% |
| Current Drawdown | -3.20% | -0.47% |
Correlation
The correlation between ISP6.L and CSPX.AS is 0.74, 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
ISP6.L vs. CSPX.AS - Performance Comparison
In the year-to-date period, ISP6.L achieves a 0.20% return, which is significantly lower than CSPX.AS's 13.68% return. Over the past 10 years, ISP6.L has underperformed CSPX.AS with an annualized return of 10.75%, while CSPX.AS has yielded a comparatively higher 15.01% annualized return. 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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ISP6.L vs. CSPX.AS - Expense Ratio Comparison
ISP6.L has a 0.40% expense ratio, which is higher than CSPX.AS's 0.07% expense ratio.
Risk-Adjusted Performance
ISP6.L vs. CSPX.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 UCITS ETF (ISP6.L) and iShares Core S&P 500 UCITS ETF (CSPX.AS). 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
ISP6.L vs. CSPX.AS - Dividend Comparison
Neither ISP6.L nor CSPX.AS has paid dividends to shareholders.
Drawdowns
ISP6.L vs. CSPX.AS - Drawdown Comparison
The maximum ISP6.L drawdown since its inception was -39.99%, which is greater than CSPX.AS's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for ISP6.L and CSPX.AS. For additional features, visit the drawdowns tool.
Volatility
ISP6.L vs. CSPX.AS - Volatility Comparison
iShares S&P SmallCap 600 UCITS ETF (ISP6.L) has a higher volatility of 4.23% compared to iShares Core S&P 500 UCITS ETF (CSPX.AS) at 3.61%. This indicates that ISP6.L's price experiences larger fluctuations and is considered to be riskier than CSPX.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.