MTE.L vs. CSP1.L
Compare and contrast key facts about Montanaro European Smaller Companies Trust plc (MTE.L) and iShares Core S&P 500 UCITS ETF (CSP1.L).
CSP1.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MTE.L or CSP1.L.
Correlation
The correlation between MTE.L and CSP1.L 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
MTE.L vs. CSP1.L - Performance Comparison
Key characteristics
MTE.L:
1.00
CSP1.L:
1.89
MTE.L:
1.49
CSP1.L:
2.68
MTE.L:
1.17
CSP1.L:
1.36
MTE.L:
0.37
CSP1.L:
3.47
MTE.L:
5.44
CSP1.L:
13.25
MTE.L:
2.76%
CSP1.L:
1.64%
MTE.L:
15.06%
CSP1.L:
11.60%
MTE.L:
-69.60%
CSP1.L:
-25.48%
MTE.L:
-30.82%
CSP1.L:
-2.33%
Returns By Period
In the year-to-date period, MTE.L achieves a 10.32% return, which is significantly higher than CSP1.L's 2.20% return. Over the past 10 years, MTE.L has underperformed CSP1.L with an annualized return of 12.31%, while CSP1.L has yielded a comparatively higher 15.15% annualized return.
MTE.L
10.32%
3.68%
7.27%
16.75%
5.79%
12.31%
CSP1.L
2.20%
-1.32%
13.34%
24.00%
14.81%
15.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MTE.L vs. CSP1.L — Risk-Adjusted Performance Rank
MTE.L
CSP1.L
MTE.L vs. CSP1.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Montanaro European Smaller Companies Trust plc (MTE.L) and iShares Core S&P 500 UCITS ETF (CSP1.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
MTE.L vs. CSP1.L - Dividend Comparison
MTE.L's dividend yield for the trailing twelve months is around 58.26%, while CSP1.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTE.L Montanaro European Smaller Companies Trust plc | 58.26% | 64.27% | 73.16% | 68.37% | 42.14% | 55.98% | 82.59% | 103.98% | 101.35% | 122.55% | 127.12% | 157.84% |
CSP1.L iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MTE.L vs. CSP1.L - Drawdown Comparison
The maximum MTE.L drawdown since its inception was -69.60%, which is greater than CSP1.L's maximum drawdown of -25.48%. Use the drawdown chart below to compare losses from any high point for MTE.L and CSP1.L. For additional features, visit the drawdowns tool.
Volatility
MTE.L vs. CSP1.L - Volatility Comparison
Montanaro European Smaller Companies Trust plc (MTE.L) has a higher volatility of 4.12% compared to iShares Core S&P 500 UCITS ETF (CSP1.L) at 3.36%. This indicates that MTE.L's price experiences larger fluctuations and is considered to be riskier than CSP1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.