SPMD.L vs. VUAG.L
Compare and contrast key facts about iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) (SPMD.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
SPMD.L and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPMD.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Feb 21, 2018. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019. Both SPMD.L and VUAG.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: SPMD.L or VUAG.L.
Correlation
The correlation between SPMD.L and VUAG.L is 0.85, 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.
Performance
SPMD.L vs. VUAG.L - Performance Comparison
Key characteristics
SPMD.L:
1.73
VUAG.L:
1.82
SPMD.L:
2.42
VUAG.L:
2.60
SPMD.L:
1.31
VUAG.L:
1.35
SPMD.L:
2.57
VUAG.L:
1.89
SPMD.L:
8.43
VUAG.L:
12.69
SPMD.L:
1.97%
VUAG.L:
1.66%
SPMD.L:
9.73%
VUAG.L:
11.67%
SPMD.L:
-33.34%
VUAG.L:
-25.61%
SPMD.L:
-0.10%
VUAG.L:
-2.65%
Returns By Period
In the year-to-date period, SPMD.L achieves a 4.32% return, which is significantly higher than VUAG.L's 1.88% return.
SPMD.L
4.32%
1.74%
5.86%
17.75%
9.28%
N/A
VUAG.L
1.88%
-2.65%
13.62%
21.29%
14.72%
N/A
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SPMD.L vs. VUAG.L - Expense Ratio Comparison
SPMD.L has a 0.20% expense ratio, which is higher than VUAG.L's 0.07% 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
SPMD.L vs. VUAG.L — Risk-Adjusted Performance Rank
SPMD.L
VUAG.L
SPMD.L vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) (SPMD.L) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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
SPMD.L vs. VUAG.L - Dividend Comparison
SPMD.L's dividend yield for the trailing twelve months is around 1.23%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SPMD.L iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) | 1.23% | 1.28% | 1.46% | 1.35% | 1.27% | 1.54% | 1.52% | 1.13% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPMD.L vs. VUAG.L - Drawdown Comparison
The maximum SPMD.L drawdown since its inception was -33.34%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for SPMD.L and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
SPMD.L vs. VUAG.L - Volatility Comparison
The current volatility for iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) (SPMD.L) is 2.70%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 3.33%. This indicates that SPMD.L experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.