LCUS.L vs. SPX5.L
Compare and contrast key facts about Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) and SPDR S&P 500 UCITS ETF (SPX5.L).
LCUS.L and SPX5.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCUS.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Feb 27, 2018. SPX5.L is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Mar 19, 2012. Both LCUS.L and SPX5.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: LCUS.L or SPX5.L.
Correlation
The correlation between LCUS.L and SPX5.L is 0.98, 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
LCUS.L vs. SPX5.L - Performance Comparison
Key characteristics
LCUS.L:
0.89
SPX5.L:
2.17
LCUS.L:
1.41
SPX5.L:
3.07
LCUS.L:
1.36
SPX5.L:
1.42
LCUS.L:
1.48
SPX5.L:
3.95
LCUS.L:
7.21
SPX5.L:
15.34
LCUS.L:
3.41%
SPX5.L:
1.64%
LCUS.L:
27.55%
SPX5.L:
11.64%
LCUS.L:
-26.00%
SPX5.L:
-41.23%
LCUS.L:
-16.60%
SPX5.L:
-1.43%
Returns By Period
In the year-to-date period, LCUS.L achieves a 3.57% return, which is significantly higher than SPX5.L's 3.09% return.
LCUS.L
3.57%
-0.18%
13.94%
24.58%
29.45%
N/A
SPX5.L
3.09%
-0.41%
14.12%
25.29%
15.00%
15.35%
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LCUS.L vs. SPX5.L - Expense Ratio Comparison
LCUS.L has a 0.04% expense ratio, which is lower than SPX5.L's 0.09% 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
LCUS.L vs. SPX5.L — Risk-Adjusted Performance Rank
LCUS.L
SPX5.L
LCUS.L vs. SPX5.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) and SPDR S&P 500 UCITS ETF (SPX5.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
LCUS.L vs. SPX5.L - Dividend Comparison
LCUS.L's dividend yield for the trailing twelve months is around 0.80%, less than SPX5.L's 2,659.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCUS.L Lyxor Core Morningstar US (DR) UCITS ETF | 0.80% | 0.83% | 0.77% | 0.69% | 0.48% | 0.02% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPX5.L SPDR S&P 500 UCITS ETF | 2,659.91% | 2,742.22% | 120.99% | 138.50% | 97.80% | 140.46% | 175.61% | 170.82% | 236.21% | 149.13% | 168.09% | 142.74% |
Drawdowns
LCUS.L vs. SPX5.L - Drawdown Comparison
The maximum LCUS.L drawdown since its inception was -26.00%, smaller than the maximum SPX5.L drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for LCUS.L and SPX5.L. For additional features, visit the drawdowns tool.
Volatility
LCUS.L vs. SPX5.L - Volatility Comparison
Lyxor Core Morningstar US (DR) UCITS ETF (LCUS.L) has a higher volatility of 26.22% compared to SPDR S&P 500 UCITS ETF (SPX5.L) at 3.34%. This indicates that LCUS.L's price experiences larger fluctuations and is considered to be riskier than SPX5.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.