ISPA.DE vs. SPY
Compare and contrast key facts about iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and SPDR S&P 500 ETF (SPY).
ISPA.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISPA.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Global Select Dividend 100 index. It was launched on Sep 25, 2009. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both ISPA.DE and SPY 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: ISPA.DE or SPY.
Correlation
The correlation between ISPA.DE and SPY is 0.54, 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
ISPA.DE vs. SPY - Performance Comparison
Key characteristics
ISPA.DE:
1.89
SPY:
1.87
ISPA.DE:
2.52
SPY:
2.52
ISPA.DE:
1.34
SPY:
1.35
ISPA.DE:
2.88
SPY:
2.81
ISPA.DE:
11.30
SPY:
11.69
ISPA.DE:
1.70%
SPY:
2.02%
ISPA.DE:
10.22%
SPY:
12.65%
ISPA.DE:
-38.91%
SPY:
-55.19%
ISPA.DE:
0.00%
SPY:
0.00%
Returns By Period
In the year-to-date period, ISPA.DE achieves a 4.01% return, which is significantly lower than SPY's 4.58% return. Over the past 10 years, ISPA.DE has underperformed SPY with an annualized return of 5.69%, while SPY has yielded a comparatively higher 13.23% annualized return.
ISPA.DE
4.01%
1.91%
10.78%
18.99%
5.74%
5.69%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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ISPA.DE vs. SPY - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ISPA.DE vs. SPY — Risk-Adjusted Performance Rank
ISPA.DE
SPY
ISPA.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) and SPDR S&P 500 ETF (SPY). 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
ISPA.DE vs. SPY - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 4.76%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 4.76% | 4.89% | 5.91% | 4.87% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% | 3.36% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ISPA.DE vs. SPY - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.91%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
ISPA.DE vs. SPY - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 1.77%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that ISPA.DE experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.