PHIA.AS vs. VUSA.AS
Compare and contrast key facts about Koninklijke Philips NV (PHIA.AS) and Vanguard S&P 500 UCITS ETF (VUSA.AS).
VUSA.AS is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHIA.AS or VUSA.AS.
Correlation
The correlation between PHIA.AS and VUSA.AS 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
PHIA.AS vs. VUSA.AS - Performance Comparison
Key characteristics
PHIA.AS:
1.26
VUSA.AS:
2.16
PHIA.AS:
2.41
VUSA.AS:
2.97
PHIA.AS:
1.41
VUSA.AS:
1.43
PHIA.AS:
0.91
VUSA.AS:
3.28
PHIA.AS:
5.71
VUSA.AS:
14.31
PHIA.AS:
9.32%
VUSA.AS:
1.90%
PHIA.AS:
42.04%
VUSA.AS:
12.54%
PHIA.AS:
-77.21%
VUSA.AS:
-33.64%
PHIA.AS:
-34.14%
VUSA.AS:
-0.31%
Returns By Period
In the year-to-date period, PHIA.AS achieves a 10.37% return, which is significantly higher than VUSA.AS's 2.87% return. Over the past 10 years, PHIA.AS has underperformed VUSA.AS with an annualized return of 4.63%, while VUSA.AS has yielded a comparatively higher 13.75% annualized return.
PHIA.AS
10.37%
6.40%
4.30%
50.78%
-4.73%
4.63%
VUSA.AS
2.87%
3.13%
19.40%
26.47%
14.67%
13.75%
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Risk-Adjusted Performance
PHIA.AS vs. VUSA.AS — Risk-Adjusted Performance Rank
PHIA.AS
VUSA.AS
PHIA.AS vs. VUSA.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Koninklijke Philips NV (PHIA.AS) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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
PHIA.AS vs. VUSA.AS - Dividend Comparison
PHIA.AS's dividend yield for the trailing twelve months is around 3.16%, more than VUSA.AS's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIA.AS Koninklijke Philips NV | 3.16% | 3.48% | 4.17% | 6.07% | 2.59% | 2.10% | 1.95% | 2.59% | 2.54% | 2.76% | 3.40% | 6.89% |
VUSA.AS Vanguard S&P 500 UCITS ETF | 0.96% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 1.74% | 1.64% | 1.66% | 1.76% | 1.45% |
Drawdowns
PHIA.AS vs. VUSA.AS - Drawdown Comparison
The maximum PHIA.AS drawdown since its inception was -77.21%, which is greater than VUSA.AS's maximum drawdown of -33.64%. Use the drawdown chart below to compare losses from any high point for PHIA.AS and VUSA.AS. For additional features, visit the drawdowns tool.
Volatility
PHIA.AS vs. VUSA.AS - Volatility Comparison
Koninklijke Philips NV (PHIA.AS) has a higher volatility of 6.32% compared to Vanguard S&P 500 UCITS ETF (VUSA.AS) at 4.55%. This indicates that PHIA.AS's price experiences larger fluctuations and is considered to be riskier than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.