SPINX vs. ITWN.L
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and iShares MSCI Taiwan UCITS ETF (ITWN.L).
SPINX is managed by SEI. It was launched on Dec 18, 2013. ITWN.L is a passively managed fund by iShares that tracks the performance of the MSCI Taiwan NR USD. It was launched on Oct 28, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPINX or ITWN.L.
Correlation
The correlation between SPINX and ITWN.L is 0.44, 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
SPINX vs. ITWN.L - Performance Comparison
Key characteristics
SPINX:
-0.02
ITWN.L:
1.13
SPINX:
0.13
ITWN.L:
1.55
SPINX:
1.04
ITWN.L:
1.21
SPINX:
-0.02
ITWN.L:
1.44
SPINX:
-0.06
ITWN.L:
4.69
SPINX:
8.56%
ITWN.L:
5.31%
SPINX:
25.33%
ITWN.L:
22.03%
SPINX:
-33.82%
ITWN.L:
-48.27%
SPINX:
-18.69%
ITWN.L:
-3.60%
Returns By Period
In the year-to-date period, SPINX achieves a 4.63% return, which is significantly higher than ITWN.L's 1.14% return. Over the past 10 years, SPINX has underperformed ITWN.L with an annualized return of 7.85%, while ITWN.L has yielded a comparatively higher 14.71% annualized return.
SPINX
4.63%
2.56%
-11.55%
0.56%
4.92%
7.85%
ITWN.L
1.14%
-2.29%
6.89%
24.09%
16.10%
14.71%
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SPINX vs. ITWN.L - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is lower than ITWN.L's 0.74% expense ratio.
Risk-Adjusted Performance
SPINX vs. ITWN.L — Risk-Adjusted Performance Rank
SPINX
ITWN.L
SPINX vs. ITWN.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and iShares MSCI Taiwan UCITS ETF (ITWN.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
SPINX vs. ITWN.L - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 1.57%, more than ITWN.L's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 1.57% | 1.64% | 1.53% | 1.69% | 1.28% | 1.53% | 1.75% | 2.47% | 1.86% | 1.98% | 2.02% | 1.74% |
ITWN.L iShares MSCI Taiwan UCITS ETF | 1.36% | 1.37% | 2.14% | 3.54% | 1.33% | 1.83% | 2.28% | 2.72% | 2.74% | 2.86% | 3.23% | 1.40% |
Drawdowns
SPINX vs. ITWN.L - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum ITWN.L drawdown of -48.27%. Use the drawdown chart below to compare losses from any high point for SPINX and ITWN.L. For additional features, visit the drawdowns tool.
Volatility
SPINX vs. ITWN.L - Volatility Comparison
The current volatility for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) is 2.99%, while iShares MSCI Taiwan UCITS ETF (ITWN.L) has a volatility of 8.47%. This indicates that SPINX experiences smaller price fluctuations and is considered to be less risky than ITWN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.