SBIO.L vs. VUSA.L
Compare and contrast key facts about Invesco Nasdaq Biotech UCITS ETF (SBIO.L) and Vanguard S&P 500 UCITS ETF (VUSA.L).
SBIO.L and VUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SBIO.L is a passively managed fund by Invesco that tracks the performance of the NASDAQ Biotechnology TR USD. It was launched on Nov 6, 2014. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012. Both SBIO.L and VUSA.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: SBIO.L or VUSA.L.
Correlation
The correlation between SBIO.L and VUSA.L is 0.58, 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
SBIO.L vs. VUSA.L - Performance Comparison
Key characteristics
SBIO.L:
0.18
VUSA.L:
1.83
SBIO.L:
0.36
VUSA.L:
2.62
SBIO.L:
1.05
VUSA.L:
1.35
SBIO.L:
0.13
VUSA.L:
3.36
SBIO.L:
0.52
VUSA.L:
12.75
SBIO.L:
6.23%
VUSA.L:
1.65%
SBIO.L:
18.39%
VUSA.L:
11.60%
SBIO.L:
-39.44%
VUSA.L:
-25.47%
SBIO.L:
-14.19%
VUSA.L:
-2.66%
Returns By Period
In the year-to-date period, SBIO.L achieves a 7.15% return, which is significantly higher than VUSA.L's 1.87% return. Over the past 10 years, SBIO.L has underperformed VUSA.L with an annualized return of 2.98%, while VUSA.L has yielded a comparatively higher 15.04% annualized return.
SBIO.L
7.15%
4.16%
-5.49%
4.48%
4.04%
2.98%
VUSA.L
1.87%
-2.66%
13.55%
21.27%
14.71%
15.04%
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SBIO.L vs. VUSA.L - Expense Ratio Comparison
SBIO.L has a 0.40% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
SBIO.L vs. VUSA.L — Risk-Adjusted Performance Rank
SBIO.L
VUSA.L
SBIO.L vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Nasdaq Biotech UCITS ETF (SBIO.L) and Vanguard S&P 500 UCITS ETF (VUSA.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
SBIO.L vs. VUSA.L - Dividend Comparison
SBIO.L has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 0.98%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBIO.L Invesco Nasdaq Biotech 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% |
VUSA.L Vanguard S&P 500 UCITS ETF | 0.98% | 1.00% | 1.24% | 1.41% | 1.04% | 1.44% | 1.50% | 1.72% | 1.61% | 1.58% | 1.73% | 1.50% |
Drawdowns
SBIO.L vs. VUSA.L - Drawdown Comparison
The maximum SBIO.L drawdown since its inception was -39.44%, which is greater than VUSA.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for SBIO.L and VUSA.L. For additional features, visit the drawdowns tool.
Volatility
SBIO.L vs. VUSA.L - Volatility Comparison
Invesco Nasdaq Biotech UCITS ETF (SBIO.L) has a higher volatility of 5.20% compared to Vanguard S&P 500 UCITS ETF (VUSA.L) at 3.39%. This indicates that SBIO.L's price experiences larger fluctuations and is considered to be riskier than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.