LDAG.L vs. SPYG
Compare and contrast key facts about L&G Quality Equity Dividends ESG Exclusions Asia Pacific ex-Japan UCITS ETF (LDAG.L) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
LDAG.L and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LDAG.L is a passively managed fund by Legal & General that tracks the performance of the MSCI AC Asia Pac Ex JPN NR USD. It was launched on Apr 12, 2021. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. Both LDAG.L and SPYG 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: LDAG.L or SPYG.
Key characteristics
| LDAG.L | SPYG | |
|---|---|---|
| YTD Return | 7.07% | 23.89% |
| 1Y Return | 13.43% | 32.06% |
| 3Y Return (Ann) | 5.05% | 7.36% |
| Sharpe Ratio | 1.09 | 1.89 |
| Daily Std Dev | 12.32% | 16.80% |
| Max Drawdown | -14.60% | -67.79% |
| Current Drawdown | -1.09% | -4.45% |
Correlation
The correlation between LDAG.L and SPYG is 0.44, 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
LDAG.L vs. SPYG - Performance Comparison
In the year-to-date period, LDAG.L achieves a 7.07% return, which is significantly lower than SPYG's 23.89% 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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LDAG.L vs. SPYG - Expense Ratio Comparison
LDAG.L has a 0.40% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
LDAG.L vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Quality Equity Dividends ESG Exclusions Asia Pacific ex-Japan UCITS ETF (LDAG.L) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
LDAG.L vs. SPYG - Dividend Comparison
LDAG.L's dividend yield for the trailing twelve months is around 5.05%, more than SPYG's 0.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDAG.L L&G Quality Equity Dividends ESG Exclusions Asia Pacific ex-Japan UCITS ETF | 5.05% | 5.40% | 4.80% | 2.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.54% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% | 1.42% |
Drawdowns
LDAG.L vs. SPYG - Drawdown Comparison
The maximum LDAG.L drawdown since its inception was -14.60%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for LDAG.L and SPYG. For additional features, visit the drawdowns tool.
Volatility
LDAG.L vs. SPYG - Volatility Comparison
The current volatility for L&G Quality Equity Dividends ESG Exclusions Asia Pacific ex-Japan UCITS ETF (LDAG.L) is 4.28%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.49%. This indicates that LDAG.L experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.