SMLN.DE vs. SPYG
Compare and contrast key facts about Invesco JPX-Nikkei 400 UCITS ETF (SMLN.DE) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
SMLN.DE and SPYG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMLN.DE is a passively managed fund by Invesco that tracks the performance of the JPX-Nikkei 400. It was launched on Sep 10, 2014. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. Both SMLN.DE and SPYG 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: SMLN.DE or SPYG.
Correlation
The correlation between SMLN.DE and SPYG is 0.42, 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
SMLN.DE vs. SPYG - Performance Comparison
Key characteristics
SMLN.DE:
0.56
SPYG:
1.76
SMLN.DE:
0.85
SPYG:
2.31
SMLN.DE:
1.12
SPYG:
1.32
SMLN.DE:
0.77
SPYG:
2.49
SMLN.DE:
2.79
SPYG:
9.55
SMLN.DE:
3.29%
SPYG:
3.32%
SMLN.DE:
16.32%
SPYG:
18.07%
SMLN.DE:
-28.42%
SPYG:
-67.79%
SMLN.DE:
-1.48%
SPYG:
-0.01%
Returns By Period
In the year-to-date period, SMLN.DE achieves a 2.93% return, which is significantly lower than SPYG's 5.07% return. Over the past 10 years, SMLN.DE has underperformed SPYG with an annualized return of 6.24%, while SPYG has yielded a comparatively higher 15.34% annualized return.
SMLN.DE
2.93%
2.84%
5.30%
7.66%
6.67%
6.24%
SPYG
5.07%
2.75%
14.19%
32.39%
16.47%
15.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SMLN.DE vs. SPYG - Expense Ratio Comparison
SMLN.DE has a 0.19% expense ratio, which is higher than SPYG's 0.04% 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
SMLN.DE vs. SPYG — Risk-Adjusted Performance Rank
SMLN.DE
SPYG
SMLN.DE vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco JPX-Nikkei 400 UCITS ETF (SMLN.DE) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
SMLN.DE vs. SPYG - Dividend Comparison
SMLN.DE has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMLN.DE Invesco JPX-Nikkei 400 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% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.57% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
SMLN.DE vs. SPYG - Drawdown Comparison
The maximum SMLN.DE drawdown since its inception was -28.42%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for SMLN.DE and SPYG. For additional features, visit the drawdowns tool.
Volatility
SMLN.DE vs. SPYG - Volatility Comparison
The current volatility for Invesco JPX-Nikkei 400 UCITS ETF (SMLN.DE) is 3.40%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.40%. This indicates that SMLN.DE experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.