MXUD.L vs. SPY5.L
Compare and contrast key facts about Invesco MSCI USA UCITS ETF Dist (MXUD.L) and SPDR® S&P 500 UCITS ETF (Dist) (SPY5.L).
MXUD.L and SPY5.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MXUD.L is a passively managed fund by Invesco that tracks the performance of the Russell 1000 TR USD. It was launched on Nov 11, 2019. SPY5.L is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Mar 19, 2012. Both MXUD.L and SPY5.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: MXUD.L or SPY5.L.
Correlation
The correlation between MXUD.L and SPY5.L is 0.98, 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
MXUD.L vs. SPY5.L - Performance Comparison
Key characteristics
MXUD.L:
1.86
SPY5.L:
1.86
MXUD.L:
2.55
SPY5.L:
2.57
MXUD.L:
1.34
SPY5.L:
1.35
MXUD.L:
2.97
SPY5.L:
3.00
MXUD.L:
11.64
SPY5.L:
11.70
MXUD.L:
2.01%
SPY5.L:
1.96%
MXUD.L:
12.53%
SPY5.L:
12.28%
MXUD.L:
-34.70%
SPY5.L:
-33.89%
MXUD.L:
-0.50%
SPY5.L:
-0.48%
Returns By Period
In the year-to-date period, MXUD.L achieves a 2.97% return, which is significantly higher than SPY5.L's 2.74% return.
MXUD.L
2.97%
4.31%
11.41%
24.26%
13.73%
N/A
SPY5.L
2.74%
4.49%
10.67%
23.76%
13.90%
13.02%
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MXUD.L vs. SPY5.L - Expense Ratio Comparison
MXUD.L has a 0.05% expense ratio, which is higher than SPY5.L'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
MXUD.L vs. SPY5.L — Risk-Adjusted Performance Rank
MXUD.L
SPY5.L
MXUD.L vs. SPY5.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco MSCI USA UCITS ETF Dist (MXUD.L) and SPDR® S&P 500 UCITS ETF (Dist) (SPY5.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
MXUD.L vs. SPY5.L - Dividend Comparison
MXUD.L's dividend yield for the trailing twelve months is around 1.26%, more than SPY5.L's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXUD.L Invesco MSCI USA UCITS ETF Dist | 1.26% | 1.30% | 1.47% | 1.66% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY5.L SPDR® S&P 500 UCITS ETF (Dist) | 1.03% | 1.06% | 1.19% | 1.40% | 0.99% | 1.28% | 1.71% | 2.20% | 2.29% | 1.64% | 1.73% | 1.49% |
Drawdowns
MXUD.L vs. SPY5.L - Drawdown Comparison
The maximum MXUD.L drawdown since its inception was -34.70%, roughly equal to the maximum SPY5.L drawdown of -33.89%. Use the drawdown chart below to compare losses from any high point for MXUD.L and SPY5.L. For additional features, visit the drawdowns tool.
Volatility
MXUD.L vs. SPY5.L - Volatility Comparison
Invesco MSCI USA UCITS ETF Dist (MXUD.L) and SPDR® S&P 500 UCITS ETF (Dist) (SPY5.L) have volatilities of 4.03% and 3.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.