IVV vs. CSPX.L
Compare and contrast key facts about iShares Core S&P 500 ETF (IVV) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
IVV and CSPX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010. Both IVV and CSPX.L 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: IVV or CSPX.L.
Key characteristics
| IVV | CSPX.L | |
|---|---|---|
| YTD Return | 9.05% | 7.31% |
| 1Y Return | 27.20% | 25.75% |
| 3Y Return (Ann) | 8.65% | 7.90% |
| 5Y Return (Ann) | 14.35% | 13.69% |
| 10Y Return (Ann) | 12.73% | 12.28% |
| Sharpe Ratio | 2.53 | 2.28 |
| Daily Std Dev | 11.57% | 11.44% |
| Max Drawdown | -55.25% | -33.90% |
| Current Drawdown | -1.24% | -2.56% |
Correlation
The correlation between IVV and CSPX.L is 0.49, 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
IVV vs. CSPX.L - Performance Comparison
In the year-to-date period, IVV achieves a 9.05% return, which is significantly higher than CSPX.L's 7.31% return. Both investments have delivered pretty close results over the past 10 years, with IVV having a 12.73% annualized return and CSPX.L not far behind at 12.28%. 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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IVV vs. CSPX.L - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than CSPX.L's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IVV vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.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
IVV vs. CSPX.L - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.33%, while CSPX.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.33% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
CSPX.L iShares Core S&P 500 UCITS ETF USD (Acc) | 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
IVV vs. CSPX.L - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for IVV and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
IVV vs. CSPX.L - Volatility Comparison
iShares Core S&P 500 ETF (IVV) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) have volatilities of 4.09% and 4.12%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.