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

Performance

SPEP.L vs. P500.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Invesco S&P 500 Scored & Screened ETF Acc (SPEP.L) and Invesco S&P 500 UCITS ETF (P500.DE). The values are adjusted to include any dividend payments, if applicable.

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


2026 (YTD)202520242023202220212020
SPEP.L
Invesco S&P 500 Scored & Screened ETF Acc
-3.00%9.94%26.61%21.47%-8.87%34.78%21.63%
P500.DE
Invesco S&P 500 UCITS ETF
-4.46%10.34%26.78%20.24%-9.34%31.10%30.62%
Different Trading Currencies

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

Returns By Period

In the year-to-date period, SPEP.L achieves a -3.00% return, which is significantly higher than P500.DE's -4.46% return.


SPEP.L

1D
1.62%
1M
-3.65%
YTD
-3.00%
6M
1.92%
1Y
16.02%
3Y*
16.10%
5Y*
13.64%
10Y*

P500.DE

1D
0.40%
1M
-4.59%
YTD
-4.46%
6M
-1.21%
1Y
13.45%
3Y*
15.38%
5Y*
12.52%
10Y*
14.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

SPEP.L has a 0.09% expense ratio, which is higher than P500.DE's 0.05% 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%.


Return for Risk

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

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

SPEP.L
SPEP.L Risk / Return Rank: 3131
Overall Rank
SPEP.L Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SPEP.L Sortino Ratio Rank: 2929
Sortino Ratio Rank
SPEP.L Omega Ratio Rank: 6565
Omega Ratio Rank
SPEP.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
SPEP.L Martin Ratio Rank: 1818
Martin Ratio Rank

P500.DE
P500.DE Risk / Return Rank: 2929
Overall Rank
P500.DE Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
P500.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
P500.DE Omega Ratio Rank: 3030
Omega Ratio Rank
P500.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
P500.DE Martin Ratio Rank: 3030
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.

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

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Scored & Screened ETF Acc (SPEP.L) and Invesco S&P 500 UCITS ETF (P500.DE). 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.


SPEP.LP500.DEDifference

Sharpe ratio

Return per unit of total volatility

0.36

0.91

-0.55

Sortino ratio

Return per unit of downside risk

0.92

1.32

-0.40

Omega ratio

Gain probability vs. loss probability

1.25

1.19

+0.05

Calmar ratio

Return relative to maximum drawdown

0.59

1.18

-0.59

Martin ratio

Return relative to average drawdown

1.02

4.98

-3.96

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

The current SPEP.L Sharpe Ratio is 0.36, which is lower than the P500.DE Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of SPEP.L and P500.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPEP.LP500.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.36

0.91

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.84

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.98

-0.45

Correlation

The correlation between SPEP.L and P500.DE is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SPEP.L vs. P500.DE - Dividend Comparison

Neither SPEP.L nor P500.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SPEP.L vs. P500.DE - Drawdown Comparison

The maximum SPEP.L drawdown since its inception was -27.82%, which is greater than P500.DE's maximum drawdown of -26.37%. Use the drawdown chart below to compare losses from any high point for SPEP.L and P500.DE.


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Drawdown Indicators


SPEP.LP500.DEDifference

Max Drawdown

Largest peak-to-trough decline

-27.82%

-33.78%

+5.96%

Max Drawdown (1Y)

Largest decline over 1 year

-27.82%

-13.42%

-14.40%

Max Drawdown (5Y)

Largest decline over 5 years

-27.82%

-23.34%

-4.48%

Max Drawdown (10Y)

Largest decline over 10 years

-33.78%

Current Drawdown

Current decline from peak

-25.90%

-6.78%

-19.12%

Average Drawdown

Average peak-to-trough decline

-7.13%

-3.89%

-3.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.97%

3.22%

+12.75%

Volatility

SPEP.L vs. P500.DE - Volatility Comparison

Invesco S&P 500 Scored & Screened ETF Acc (SPEP.L) has a higher volatility of 3.81% compared to Invesco S&P 500 UCITS ETF (P500.DE) at 3.35%. This indicates that SPEP.L's price experiences larger fluctuations and is considered to be riskier than P500.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPEP.LP500.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.81%

3.35%

+0.46%

Volatility (6M)

Calculated over the trailing 6-month period

41.51%

8.40%

+33.11%

Volatility (1Y)

Calculated over the trailing 1-year period

44.66%

16.14%

+28.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.53%

14.79%

+16.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.46%

15.99%

+14.47%