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P500.DE vs. SUWG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

P500.DE vs. SUWG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco S&P 500 UCITS ETF (P500.DE) and iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

P500.DE is traded in EUR, while SUWG.L is traded in GBP. To make them comparable, the SUWG.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with P500.DE having a 11.47% return and SUWG.L slightly lower at 11.28%.


P500.DE

1D
-0.10%
1M
4.39%
YTD
11.47%
6M
10.93%
1Y
25.73%
3Y*
19.07%
5Y*
14.99%
10Y*
15.16%

SUWG.L

1D
0.32%
1M
3.90%
YTD
11.28%
6M
11.23%
1Y
18.92%
3Y*
12.91%
5Y*
10.53%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

P500.DE vs. SUWG.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
P500.DE
Invesco S&P 500 UCITS ETF
11.47%4.88%32.56%22.69%-14.05%34.97%
SUWG.L
iShares MSCI World SRI UCITS ETF USD (Dist)
11.28%1.64%18.39%20.83%-16.25%30.97%

Correlation

The correlation between P500.DE and SUWG.L is 0.83, 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

0.83

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

0.84

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

0.86

Correlation (All Time)
Calculated using the full available price history since Feb 24, 2021

0.86

The correlation between P500.DE and SUWG.L has been stable across timeframes, ranging from 0.83 to 0.86 - a consistent structural relationship.

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Return for Risk

P500.DE vs. SUWG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

P500.DE
P500.DE Risk / Return Rank: 7070
Overall Rank
P500.DE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
P500.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
P500.DE Omega Ratio Rank: 7171
Omega Ratio Rank
P500.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
P500.DE Martin Ratio Rank: 7070
Martin Ratio Rank

SUWG.L
SUWG.L Risk / Return Rank: 5858
Overall Rank
SUWG.L Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SUWG.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
SUWG.L Omega Ratio Rank: 5959
Omega Ratio Rank
SUWG.L Calmar Ratio Rank: 5656
Calmar Ratio Rank
SUWG.L Martin Ratio Rank: 5959
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.

P500.DE vs. SUWG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF (P500.DE) and iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.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.


P500.DESUWG.LDifference
Sharpe ratioReturn per unit of total volatility

+0.69

Sortino ratioReturn per unit of downside risk

+0.79

Omega ratioGain probability vs. loss probability

1.41

1.28

+0.13

Calmar ratioReturn relative to maximum drawdown

3.62

2.38

+1.23

Martin ratioReturn relative to average drawdown

12.91

8.83

+4.08

P500.DE vs. SUWG.L - Sharpe Ratio Comparison

The current P500.DE Sharpe Ratio is 2.23, which is higher than the SUWG.L Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of P500.DE and SUWG.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


P500.DESUWG.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

1.54

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.98

0.73

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.94

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

0.80

+0.21

Drawdowns

P500.DE vs. SUWG.L - Drawdown Comparison

The maximum P500.DE drawdown since its inception was -33.78%, which is greater than SUWG.L's maximum drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for P500.DE and SUWG.L.


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Drawdown Indicators


P500.DESUWG.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.78%

-20.19%

-13.59%

Max Drawdown (1Y)

Largest decline over 1 year

-7.11%

-7.82%

+0.71%

Max Drawdown (3Y)

Largest decline over 3 years

-23.34%

-20.19%

-3.15%

Max Drawdown (5Y)

Largest decline over 5 years

-23.34%

-20.19%

-3.15%

Max Drawdown (10Y)

Largest decline over 10 years

-33.78%

Current Drawdown

Current decline from peak

-0.40%

0.00%

-0.40%

Average Drawdown

Average peak-to-trough decline

-3.85%

-5.38%

+1.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

2.12%

-0.13%

Volatility

P500.DE vs. SUWG.L - Volatility Comparison

The current volatility for Invesco S&P 500 UCITS ETF (P500.DE) is 2.65%, while iShares MSCI World SRI UCITS ETF USD (Dist) (SUWG.L) has a volatility of 3.23%. This indicates that P500.DE experiences smaller price fluctuations and is considered to be less risky than SUWG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


P500.DESUWG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.65%

3.23%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

7.59%

8.94%

-1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

11.52%

12.10%

-0.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.17%

14.42%

+0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.07%

14.38%

+1.69%

P500.DE vs. SUWG.L - Expense Ratio Comparison

P500.DE has a 0.05% expense ratio, which is lower than SUWG.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

P500.DE vs. SUWG.L - Dividend Comparison

P500.DE has not paid dividends to shareholders, while SUWG.L's dividend yield for the trailing twelve months is around 1.12%.


PositionTTM20252024202320222021
P500.DE
Invesco S&P 500 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%
SUWG.L
iShares MSCI World SRI UCITS ETF USD (Dist)
1.12%1.21%1.38%1.54%1.69%1.17%

Frequently Asked Questions


P500.DE and SUWG.L have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, P500.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

P500.DE is cheaper with a 0.05% expense ratio, compared with 0.20% for SUWG.L.

P500.DE is categorized as S&P 500, while SUWG.L is Global Equities. P500.DE tracks S&P 500 Index, while SUWG.L tracks MSCI ACWI NR USD. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.05% for P500.DE and 0.20% for SUWG.L.

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