LOCK.L vs. VUSA.L
Compare and contrast key facts about iShares Digital Security UCITS ETF USD Acc (LOCK.L) and Vanguard S&P 500 UCITS ETF (VUSA.L).
LOCK.L and VUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LOCK.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Sep 7, 2018. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012. Both LOCK.L and VUSA.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: LOCK.L or VUSA.L.
Key characteristics
LOCK.L | VUSA.L | |
---|---|---|
YTD Return | 8.64% | 14.81% |
1Y Return | 20.48% | 19.54% |
3Y Return (Ann) | 1.21% | 11.65% |
5Y Return (Ann) | 10.50% | 13.94% |
Sharpe Ratio | 1.22 | 1.80 |
Daily Std Dev | 17.79% | 11.25% |
Max Drawdown | -36.04% | -25.47% |
Current Drawdown | -0.87% | -1.97% |
Correlation
The correlation between LOCK.L and VUSA.L is 0.78, 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
LOCK.L vs. VUSA.L - Performance Comparison
In the year-to-date period, LOCK.L achieves a 8.64% return, which is significantly lower than VUSA.L's 14.81% 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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LOCK.L vs. VUSA.L - Expense Ratio Comparison
LOCK.L has a 0.40% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
LOCK.L vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digital Security UCITS ETF USD Acc (LOCK.L) and Vanguard S&P 500 UCITS ETF (VUSA.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
LOCK.L vs. VUSA.L - Dividend Comparison
LOCK.L has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 0.81%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Digital Security 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% |
Vanguard S&P 500 UCITS ETF | 0.81% | 1.25% | 1.41% | 1.05% | 1.46% | 1.48% | 1.70% | 1.60% | 1.55% | 1.73% | 1.50% | 1.62% |
Drawdowns
LOCK.L vs. VUSA.L - Drawdown Comparison
The maximum LOCK.L drawdown since its inception was -36.04%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for LOCK.L and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
LOCK.L vs. VUSA.L - Volatility Comparison
iShares Digital Security UCITS ETF USD Acc (LOCK.L) has a higher volatility of 4.67% compared to Vanguard S&P 500 UCITS ETF (VUSA.L) at 4.05%. This indicates that LOCK.L's price experiences larger fluctuations and is considered to be riskier than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.