PLAN.L vs. 500G.L

Last updated Jun 5, 2026

PLAN.L (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) and 500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) are both exchange-traded funds - PLAN.L is a Global Corporate Bonds fund tracking the Bloomberg Gbl Agg Corp TR USD, while 500G.L is a S&P 500 fund tracking the S&P 500. Both are passively managed. Over the past 3 years, PLAN.L returned 6.88%/yr vs 18.94%/yr for 500G.L. At a correlation of -0.04, they often move in opposite directions. PLAN.L charges 0.20%/yr vs 0.15%/yr for 500G.L.

Performance

PLAN.L vs. 500G.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

PLAN.L is traded in EUR, while 500G.L is traded in GBp. To make them comparable, the 500G.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, PLAN.L achieves a -0.73% return, which is significantly lower than 500G.L's 11.56% return.

PLAN.L

• 1D: 0.40%
• 1M: 0.04%
• YTD: -0.73%
• 6M: 0.06%
• 1Y: 3.90%
• 3Y*: 6.88%
• 5Y*: —
• 10Y*: —

500G.L

• 1D: -0.13%
• 1M: 5.33%
• YTD: 11.56%
• 6M: 11.61%
• 1Y: 25.83%
• 3Y*: 18.94%
• 5Y*: 14.89%
• 10Y*: 15.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PLAN.L vs. 500G.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PLAN.L Lyxor Corporate Green Bond (DR) UCITS ETF - Acc	-0.73%	13.85%	-0.01%	10.42%	-18.13%	-4.42%
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc	11.56%	3.73%	33.59%	22.43%	-13.56%	12.31%

Correlation

The correlation between PLAN.L and 500G.L is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.07
Correlation (3Y) Calculated over the trailing 3-year period	-0.13
Correlation (All Time) Calculated using the full available price history since Sep 15, 2021	-0.04

Return for Risk

PLAN.L vs. 500G.L — Risk / Return Rank

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

PLAN.L

PLAN.L Risk / Return Rank: 19
PLAN.L Sharpe Ratio Rank: 20
PLAN.L Sortino Ratio Rank: 19
PLAN.L Omega Ratio Rank: 18
PLAN.L Calmar Ratio Rank: 20
PLAN.L Martin Ratio Rank: 21

500G.L

500G.L Risk / Return Rank: 82
500G.L Sharpe Ratio Rank: 85
500G.L Sortino Ratio Rank: 82
500G.L Omega Ratio Rank: 85
500G.L Calmar Ratio Rank: 80
500G.L Martin Ratio Rank: 79

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.

PLAN.L vs. 500G.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500G.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.

	PLAN.L	500G.L	Difference
Sharpe ratio: Return per unit of total volatility	0.62	2.28	-1.66
Sortino ratio: Return per unit of downside risk	0.96	3.07	-2.11
Omega ratio: Gain probability vs. loss probability	1.11	1.42	-0.31
Calmar ratio: Return relative to maximum drawdown	0.81	3.59	-2.77
Martin ratio: Return relative to average drawdown	2.44	13.07	-10.63
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PLAN.L vs. 500G.L - Sharpe Ratio Comparison

The current PLAN.L Sharpe Ratio is 0.62, which is lower than the 500G.L Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of PLAN.L and 500G.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.

Sharpe Ratios by Period

	PLAN.L	500G.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.62	2.28	-1.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.99	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.94	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.06	0.97	-1.03

Drawdowns

PLAN.L vs. 500G.L - Drawdown Comparison

The maximum PLAN.L drawdown since its inception was -28.76%, smaller than the maximum 500G.L drawdown of -32.95%. Use the drawdown chart below to compare losses from any high point for PLAN.L and 500G.L.

Drawdown Indicators

	PLAN.L	500G.L	Difference
Max Drawdown Largest peak-to-trough decline	-28.76%	-32.95%	+4.19%
Max Drawdown (1Y) Largest decline over 1 year	-4.78%	-7.17%	+2.39%
Max Drawdown (3Y) Largest decline over 3 years	-6.93%	-22.79%	+15.86%
Max Drawdown (5Y) Largest decline over 5 years	—	-22.79%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.95%	—
Current Drawdown Current decline from peak	-2.39%	-0.40%	-1.99%
Average Drawdown Average peak-to-trough decline	-12.55%	-4.06%	-8.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	1.97%	-0.37%

Volatility

PLAN.L vs. 500G.L - Volatility Comparison

The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) is 1.84%, while Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) has a volatility of 2.18%. This indicates that PLAN.L experiences smaller price fluctuations and is considered to be less risky than 500G.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PLAN.L	500G.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.84%	2.18%	-0.34%
Volatility (6M) Calculated over the trailing 6-month period	4.85%	7.38%	-2.53%
Volatility (1Y) Calculated over the trailing 1-year period	6.29%	11.27%	-4.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.13%	15.10%	-6.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.13%	16.10%	-7.97%

PLAN.L vs. 500G.L - Expense Ratio Comparison

PLAN.L has a 0.20% expense ratio, which is higher than 500G.L's 0.15% 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%.

Dividends

PLAN.L vs. 500G.L - Dividend Comparison

Neither PLAN.L nor 500G.L has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both PLAN.L and 500G.L in my portfolio?

PLAN.L and 500G.L have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLAN.L or 500G.L?

On fees, 500G.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PLAN.L or 500G.L?

500G.L is cheaper with a 0.15% expense ratio, compared with 0.20% for PLAN.L.

What is the main difference between PLAN.L and 500G.L?

PLAN.L is categorized as Global Corporate Bonds, while 500G.L is S&P 500. PLAN.L tracks Bloomberg Gbl Agg Corp TR USD, while 500G.L tracks S&P 500. Their fees differ too: 0.20% for PLAN.L and 0.15% for 500G.L.