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LSPX.L vs. LSPU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LSPX.L vs. LSPU.L

Last updated Jun 5, 2026

LSPX.L (Lyxor S&P 500 UCITS ETF - D-USD) and LSPU.L (Lyxor S&P 500 UCITS ETF - D-USD) are both S&P 500 funds from Amundi - LSPX.L tracks the S&P 500 Index while LSPU.L tracks the Russell 1000 TR USD. Both are passively managed. Over the past 10 years, LSPX.L returned 16.37%/yr vs 16.30%/yr for LSPU.L. A 0.69 correlation means they provide meaningful diversification when combined. Both charge a 0.09% expense ratio.

Performance

LSPX.L vs. LSPU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) and Lyxor S&P 500 UCITS ETF - D-USD (LSPU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

LSPX.L is traded in GBp, while LSPU.L is traded in USD. To make them comparable, the LSPU.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with LSPX.L having a 10.61% return and LSPU.L slightly higher at 10.83%. Both investments have delivered pretty close results over the past 10 years, with LSPX.L having a 16.37% annualized return and LSPU.L not far behind at 16.30%.

LSPX.L

1D
-0.03%
1M
5.53%
YTD
10.61%
6M
10.54%
1Y
29.34%
3Y*
19.22%
5Y*
15.13%
10Y*
16.37%

LSPU.L

1D
-0.07%
1M
5.41%
YTD
10.83%
6M
10.41%
1Y
29.18%
3Y*
19.28%
5Y*
15.13%
10Y*
16.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSPX.L vs. LSPU.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
LSPX.L
Lyxor S&P 500 UCITS ETF - D-USD		10.61%9.48%27.64%20.51%-9.65%30.18%15.43%29.10%-2.11%10.31%
LSPU.L
Lyxor S&P 500 UCITS ETF - D-USD		10.83%9.13%27.74%20.59%-8.85%30.77%14.51%25.79%0.33%11.38%

Correlation

The correlation between LSPX.L and LSPU.L is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2010

0.69

Over the past year, LSPX.L and LSPU.L have become more correlated (0.91) than their long-term average of 0.69, meaning their price movements have been converging.

LSPX.L vs. LSPU.L - Sectors Allocation Comparison

Sectors
LSPX.L
LSPU.L

Technology

35.6%
35.6%

Financial Services

11.8%
11.8%

Communication Services

11.2%
11.2%

Consumer Cyclical

10.1%
10.1%

Healthcare

8.5%
8.5%

Industrials

8.3%
8.3%

Consumer Defensive

4.9%
4.9%

Energy

3.5%
3.5%

Utilities

2.4%
2.4%

Real Estate

1.9%
1.9%

Basic Materials

1.8%
1.8%

Technology

LSPX.L
35.6%
LSPU.L
35.6%

Financial Services

LSPX.L
11.8%
LSPU.L
11.8%

Communication Services

LSPX.L
11.2%
LSPU.L
11.2%

Consumer Cyclical

LSPX.L
10.1%
LSPU.L
10.1%

Healthcare

LSPX.L
8.5%
LSPU.L
8.5%

Industrials

LSPX.L
8.3%
LSPU.L
8.3%

Consumer Defensive

LSPX.L
4.9%
LSPU.L
4.9%

Energy

LSPX.L
3.5%
LSPU.L
3.5%

Utilities

LSPX.L
2.4%
LSPU.L
2.4%

Real Estate

LSPX.L
1.9%
LSPU.L
1.9%

Basic Materials

LSPX.L
1.8%
LSPU.L
1.8%

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Lyxor S&P 500 UCITS ETF - D-USD

Lyxor S&P 500 UCITS ETF - D-USD

Often compared with LSPX.L:
LSPX.L vs. VUAG.LLSPX.L vs. CSP1.LLSPX.L vs. XSTC.LLSPX.L vs. SPYLSPX.L vs. SPXP.LLSPX.L vs. VOOLSPX.L vs. VERG.L
Often compared with LSPU.L:
LSPU.L vs. CSPX.LLSPU.L vs. VUAG.LLSPU.L vs. FXAIXLSPU.L vs. SP5L.LLSPU.L vs. VUAA.DELSPU.L vs. SPYLSPU.L vs. QGRW

Return for Risk

LSPX.L vs. LSPU.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LSPX.L
LSPX.L Risk / Return Rank: 8383
Overall Rank
LSPX.L Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
LSPX.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
LSPX.L Omega Ratio Rank: 8686
Omega Ratio Rank
LSPX.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
LSPX.L Martin Ratio Rank: 7777
Martin Ratio Rank
LSPU.L
LSPU.L Risk / Return Rank: 7676
Overall Rank
LSPU.L Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LSPU.L Sortino Ratio Rank: 8080
Sortino Ratio Rank
LSPU.L Omega Ratio Rank: 7676
Omega Ratio Rank
LSPU.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
LSPU.L Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSPX.L vs. LSPU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) and Lyxor S&P 500 UCITS ETF - D-USD (LSPU.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.

LSPX.LLSPU.LDifference
Sharpe ratioReturn per unit of total volatility
2.80
2.45

+0.34

Sortino ratioReturn per unit of downside risk
3.72
3.35

+0.38

Omega ratioGain probability vs. loss probability

1.52

1.45

+0.07

Calmar ratioReturn relative to maximum drawdown

4.06

4.06

0.00

Martin ratioReturn relative to average drawdown

14.65

13.83

+0.83

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LSPX.L vs. LSPU.L - Sharpe Ratio Comparison

The current LSPX.L Sharpe Ratio is 2.80, which is comparable to the LSPU.L Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of LSPX.L and LSPU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

LSPX.LLSPU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.80

2.45

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.09

0.98

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.13

0.98

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.30

0.89

+0.41

Drawdowns

LSPX.L vs. LSPU.L - Drawdown Comparison

The maximum LSPX.L drawdown since its inception was -25.47%, roughly equal to the maximum LSPU.L drawdown of -26.08%. Use the drawdown chart below to compare losses from any high point for LSPX.L and LSPU.L.

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Drawdown Indicators

LSPX.LLSPU.LDifference

Max Drawdown

Largest peak-to-trough decline

-25.47%

-26.08%

+0.61%

Max Drawdown (1Y)

Largest decline over 1 year

-7.22%

-7.16%

-0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-21.10%

-21.15%

+0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-21.10%

-21.15%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-25.47%

-26.08%

+0.61%

Current Drawdown

Current decline from peak

-0.24%

-0.22%

-0.02%

Average Drawdown

Average peak-to-trough decline

-3.29%

-3.46%

+0.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.11%

-0.11%

Volatility

LSPX.L vs. LSPU.L - Volatility Comparison

The current volatility for Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) is 2.58%, while Lyxor S&P 500 UCITS ETF - D-USD (LSPU.L) has a volatility of 3.37%. This indicates that LSPX.L experiences smaller price fluctuations and is considered to be less risky than LSPU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LSPX.LLSPU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.58%

3.37%

-0.79%

Volatility (6M)

Calculated over the trailing 6-month period

7.13%

8.59%

-1.46%

Volatility (1Y)

Calculated over the trailing 1-year period

10.50%

11.84%

-1.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.53%

15.37%

-0.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.05%

16.52%

+0.53%

LSPX.L vs. LSPU.L - Expense Ratio Comparison

Both LSPX.L and LSPU.L have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

LSPX.L vs. LSPU.L - Dividend Comparison

LSPX.L's dividend yield for the trailing twelve months is around 0.91%, more than LSPU.L's 0.90% yield.

PositionTTM20252024202320222021202020192018201720162015
LSPU.L
Lyxor S&P 500 UCITS ETF - D-USD		0.90%0.99%1.29%1.00%2.05%1.11%1.47%1.64%1.96%1.68%1.96%2.01%
LSPX.L
Lyxor S&P 500 UCITS ETF - D-USD		0.91%1.00%1.27%1.02%2.06%1.10%1.53%1.70%1.97%1.72%1.87%1.96%

Frequently Asked Questions

With a correlation of 0.91, LSPX.L and LSPU.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.09% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

LSPX.L and LSPU.L have the same expense ratio: 0.09% per year.

LSPX.L tracks S&P 500 Index, while LSPU.L tracks Russell 1000 TR USD.

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