SPIDX vs. CSPX.AS
Compare and contrast key facts about Invesco S&P 500 Index Fund (SPIDX) and iShares Core S&P 500 UCITS ETF (CSPX.AS).
SPIDX is managed by Invesco. It was launched on Sep 26, 1997. CSPX.AS is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPIDX or CSPX.AS.
Key characteristics
| SPIDX | CSPX.AS | |
|---|---|---|
| YTD Return | 18.74% | 18.65% |
| 1Y Return | 27.90% | 23.74% |
| 3Y Return (Ann) | 9.62% | 11.40% |
| 5Y Return (Ann) | 15.00% | 14.35% |
| 10Y Return (Ann) | 12.55% | 13.91% |
| Sharpe Ratio | 2.17 | 2.18 |
| Daily Std Dev | 12.71% | 11.74% |
| Max Drawdown | -55.30% | -33.65% |
| Current Drawdown | -0.66% | -2.21% |
Correlation
The correlation between SPIDX and CSPX.AS 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
SPIDX vs. CSPX.AS - Performance Comparison
The year-to-date returns for both stocks are quite close, with SPIDX having a 18.74% return and CSPX.AS slightly lower at 18.65%. Over the past 10 years, SPIDX has underperformed CSPX.AS with an annualized return of 12.55%, while CSPX.AS has yielded a comparatively higher 13.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPIDX vs. CSPX.AS - Expense Ratio Comparison
SPIDX has a 0.29% expense ratio, which is higher than CSPX.AS's 0.07% expense ratio.
Risk-Adjusted Performance
SPIDX vs. CSPX.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Index Fund (SPIDX) and iShares Core S&P 500 UCITS ETF (CSPX.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
SPIDX vs. CSPX.AS - Dividend Comparison
SPIDX's dividend yield for the trailing twelve months is around 1.04%, while CSPX.AS has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIDX Invesco S&P 500 Index Fund | 1.04% | 1.23% | 1.14% | 2.09% | 1.45% | 2.11% | 2.82% | 1.49% | 1.49% | 1.74% | 1.38% | 1.60% |
CSPX.AS iShares Core S&P 500 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% |
Drawdowns
SPIDX vs. CSPX.AS - Drawdown Comparison
The maximum SPIDX drawdown since its inception was -55.30%, which is greater than CSPX.AS's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for SPIDX and CSPX.AS. For additional features, visit the drawdowns tool.
Volatility
SPIDX vs. CSPX.AS - Volatility Comparison
The current volatility for Invesco S&P 500 Index Fund (SPIDX) is 3.97%, while iShares Core S&P 500 UCITS ETF (CSPX.AS) has a volatility of 4.27%. This indicates that SPIDX experiences smaller price fluctuations and is considered to be less risky than CSPX.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.