LSPX.L vs. SPY
Compare and contrast key facts about Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) and SPDR S&P 500 ETF (SPY).
LSPX.L and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LSPX.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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both LSPX.L and SPY 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: LSPX.L or SPY.
Correlation
The correlation between LSPX.L and SPY is 0.52, 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
LSPX.L vs. SPY - Performance Comparison
Key characteristics
LSPX.L:
2.03
SPY:
1.97
LSPX.L:
2.88
SPY:
2.64
LSPX.L:
1.39
SPY:
1.36
LSPX.L:
3.69
SPY:
2.97
LSPX.L:
14.47
SPY:
12.34
LSPX.L:
1.63%
SPY:
2.03%
LSPX.L:
11.63%
SPY:
12.68%
LSPX.L:
-25.47%
SPY:
-55.19%
LSPX.L:
-1.69%
SPY:
-0.01%
Returns By Period
In the year-to-date period, LSPX.L achieves a 2.80% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, LSPX.L has outperformed SPY with an annualized return of 15.47%, while SPY has yielded a comparatively lower 13.18% annualized return.
LSPX.L
2.80%
-1.35%
13.74%
23.16%
14.82%
15.47%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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LSPX.L vs. SPY - Expense Ratio Comparison
Both LSPX.L and SPY 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%.
Risk-Adjusted Performance
LSPX.L vs. SPY — Risk-Adjusted Performance Rank
LSPX.L
SPY
LSPX.L vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) and SPDR S&P 500 ETF (SPY). 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
LSPX.L vs. SPY - Dividend Comparison
LSPX.L's dividend yield for the trailing twelve months is around 1.23%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSPX.L Lyxor S&P 500 UCITS ETF - D-USD | 1.23% | 1.27% | 1.02% | 2.05% | 1.10% | 1.55% | 1.70% | 1.93% | 1.73% | 1.89% | 1.95% | 1.16% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LSPX.L vs. SPY - Drawdown Comparison
The maximum LSPX.L drawdown since its inception was -25.47%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSPX.L and SPY. For additional features, visit the drawdowns tool.
Volatility
LSPX.L vs. SPY - Volatility Comparison
Lyxor S&P 500 UCITS ETF - D-USD (LSPX.L) has a higher volatility of 3.44% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that LSPX.L's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.