LCUA.DE vs. SPMO
Compare and contrast key facts about Amundi MSCI Emerging Asia II UCITS ETF Acc (LCUA.DE) and Invesco S&P 500® Momentum ETF (SPMO).
LCUA.DE and SPMO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCUA.DE is a passively managed fund by Amundi that tracks the performance of the MSCI Emerging Markets Asia. It was launched on Mar 5, 2018. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015. Both LCUA.DE and SPMO 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: LCUA.DE or SPMO.
Key characteristics
| LCUA.DE | SPMO | |
|---|---|---|
| YTD Return | 17.78% | 47.91% |
| 1Y Return | 20.02% | 57.54% |
| 3Y Return (Ann) | -0.44% | 15.44% |
| 5Y Return (Ann) | 5.10% | 20.47% |
| Sharpe Ratio | 1.32 | 3.40 |
| Sortino Ratio | 1.91 | 4.38 |
| Omega Ratio | 1.25 | 1.61 |
| Calmar Ratio | 0.72 | 4.57 |
| Martin Ratio | 6.62 | 19.03 |
| Ulcer Index | 3.06% | 3.16% |
| Daily Std Dev | 15.44% | 17.69% |
| Max Drawdown | -33.18% | -30.95% |
| Current Drawdown | -10.55% | -0.33% |
Correlation
The correlation between LCUA.DE and SPMO is 0.41, 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
LCUA.DE vs. SPMO - Performance Comparison
In the year-to-date period, LCUA.DE achieves a 17.78% return, which is significantly lower than SPMO's 47.91% 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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LCUA.DE vs. SPMO - Expense Ratio Comparison
LCUA.DE has a 0.12% expense ratio, which is lower than SPMO's 0.13% 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
LCUA.DE vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Emerging Asia II UCITS ETF Acc (LCUA.DE) and Invesco S&P 500® Momentum ETF (SPMO). 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
LCUA.DE vs. SPMO - Dividend Comparison
LCUA.DE has not paid dividends to shareholders, while SPMO's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCUA.DE Amundi MSCI Emerging Asia II UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPMO Invesco S&P 500® Momentum ETF | 0.44% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Drawdowns
LCUA.DE vs. SPMO - Drawdown Comparison
The maximum LCUA.DE drawdown since its inception was -33.18%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for LCUA.DE and SPMO. For additional features, visit the drawdowns tool.
Volatility
LCUA.DE vs. SPMO - Volatility Comparison
Amundi MSCI Emerging Asia II UCITS ETF Acc (LCUA.DE) has a higher volatility of 6.40% compared to Invesco S&P 500® Momentum ETF (SPMO) at 4.64%. This indicates that LCUA.DE's price experiences larger fluctuations and is considered to be riskier than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.