LSPU.L vs. SPLG
Compare and contrast key facts about Lyxor S&P 500 UCITS ETF - D-USD (LSPU.L) and SPDR Portfolio S&P 500 ETF (SPLG).
LSPU.L and SPLG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LSPU.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Dec 9, 2014. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005. Both LSPU.L and SPLG 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: LSPU.L or SPLG.
Correlation
The correlation between LSPU.L and SPLG is 0.54, 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
LSPU.L vs. SPLG - Performance Comparison
Key characteristics
LSPU.L:
2.00
SPLG:
1.92
LSPU.L:
2.74
SPLG:
2.58
LSPU.L:
1.37
SPLG:
1.35
LSPU.L:
3.21
SPLG:
2.88
LSPU.L:
12.47
SPLG:
11.95
LSPU.L:
1.97%
SPLG:
2.03%
LSPU.L:
12.25%
SPLG:
12.64%
LSPU.L:
-33.99%
SPLG:
-54.52%
LSPU.L:
-0.13%
SPLG:
0.00%
Returns By Period
In the year-to-date period, LSPU.L achieves a 3.29% return, which is significantly lower than SPLG's 4.34% return. Both investments have delivered pretty close results over the past 10 years, with LSPU.L having a 13.17% annualized return and SPLG not far ahead at 13.27%.
LSPU.L
3.29%
1.98%
10.00%
23.70%
14.38%
13.17%
SPLG
4.34%
2.33%
10.19%
24.07%
14.51%
13.27%
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LSPU.L vs. SPLG - Expense Ratio Comparison
LSPU.L has a 0.09% expense ratio, which is higher than SPLG's 0.03% expense ratio. However, 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
LSPU.L vs. SPLG — Risk-Adjusted Performance Rank
LSPU.L
SPLG
LSPU.L vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor S&P 500 UCITS ETF - D-USD (LSPU.L) and SPDR Portfolio S&P 500 ETF (SPLG). 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
LSPU.L vs. SPLG - Dividend Comparison
LSPU.L's dividend yield for the trailing twelve months is around 1.24%, more than SPLG's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSPU.L Lyxor S&P 500 UCITS ETF - D-USD | 1.24% | 1.29% | 1.00% | 2.05% | 1.11% | 1.47% | 1.64% | 1.96% | 1.68% | 1.96% | 2.01% | 1.22% |
SPLG SPDR Portfolio S&P 500 ETF | 1.22% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
LSPU.L vs. SPLG - Drawdown Comparison
The maximum LSPU.L drawdown since its inception was -33.99%, smaller than the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for LSPU.L and SPLG. For additional features, visit the drawdowns tool.
Volatility
LSPU.L vs. SPLG - Volatility Comparison
Lyxor S&P 500 UCITS ETF - D-USD (LSPU.L) has a higher volatility of 3.82% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 2.99%. This indicates that LSPU.L's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.