SPOT vs. CSSPX.MI
SPOT (Spotify Technology S.A.) is a stock, while CSSPX.MI (iShares Core S&P 500 UCITS ETF USD (Acc)) is S&P 500 fund tracking the S&P 500 Index. Over the past 5 years, SPOT returned 14.60%/yr vs 13.77%/yr for CSSPX.MI. At a 0.27 correlation, their price movements are largely independent.
Performance
SPOT vs. CSSPX.MI - Performance Comparison
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Different Trading Currencies
SPOT is traded in USD, while CSSPX.MI is traded in EUR. To make them comparable, the CSSPX.MI values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SPOT achieves a -17.37% return, which is significantly lower than CSSPX.MI's 9.99% return.
SPOT
- 1D
- -0.45%
- 1M
- 9.82%
- YTD
- -17.37%
- 6M
- -16.86%
- 1Y
- -32.50%
- 3Y*
- 44.21%
- 5Y*
- 14.60%
- 10Y*
- —
CSSPX.MI
- 1D
- 1.71%
- 1M
- 1.77%
- YTD
- 9.99%
- 6M
- 11.26%
- 1Y
- 27.10%
- 3Y*
- 20.80%
- 5Y*
- 13.77%
- 10Y*
- 15.42%
SPOT vs. CSSPX.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPOT Spotify Technology S.A. | -17.37% | 29.80% | 138.08% | 138.01% | -66.27% | -25.62% | 110.40% | 31.76% | -31.59% |
CSSPX.MI iShares Core S&P 500 UCITS ETF USD (Acc) | 9.99% | 17.71% | 26.11% | 25.89% | -19.28% | 29.78% | 18.08% | 31.43% | -4.27% |
Correlation
The correlation between SPOT and CSSPX.MI is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2018 | 0.27 |
The correlation between SPOT and CSSPX.MI shifts across timeframes, from 0.14 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SPOT vs. CSSPX.MI — Risk / Return Rank
SPOT
CSSPX.MI
SPOT vs. CSSPX.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spotify Technology S.A. (SPOT) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SPOT | CSSPX.MI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.01 | ||
| Sortino ratioReturn per unit of downside risk | -4.16 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.40 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.70 | 3.17 | -3.86 |
| Martin ratioReturn relative to average drawdown | -1.19 | 13.08 | -14.27 |
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Drawdowns
SPOT vs. CSSPX.MI - Drawdown Comparison
The maximum SPOT drawdown since its inception was -80.51%, which is greater than CSSPX.MI's maximum drawdown of -34.04%. Use the drawdown chart below to compare losses from any high point for SPOT and CSSPX.MI.
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Drawdown Indicators
| SPOT | CSSPX.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.51% | -34.04% | -46.47% |
Max Drawdown (1Y)Largest decline over 1 year | -46.80% | -8.55% | -38.25% |
Max Drawdown (3Y)Largest decline over 3 years | -46.80% | -19.41% | -27.39% |
Max Drawdown (5Y)Largest decline over 5 years | -76.39% | -24.44% | -51.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.04% | — |
Current DrawdownCurrent decline from peak | -38.16% | -0.63% | -37.53% |
Average DrawdownAverage peak-to-trough decline | -30.87% | -3.81% | -27.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.26% | 2.07% | +25.19% |
Volatility
SPOT vs. CSSPX.MI - Volatility Comparison
Spotify Technology S.A. (SPOT) has a higher volatility of 16.26% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI) at 3.66%. This indicates that SPOT's price experiences larger fluctuations and is considered to be riskier than CSSPX.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPOT | CSSPX.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.26% | 3.66% | +12.60% |
Volatility (6M)Calculated over the trailing 6-month period | 37.24% | 8.62% | +28.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.34% | 11.86% | +33.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.55% | 16.08% | +31.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.35% | 16.42% | +30.93% |
Dividends
SPOT vs. CSSPX.MI - Dividend Comparison
Neither SPOT nor CSSPX.MI has paid dividends to shareholders.
Frequently Asked Questions
SPOT and CSSPX.MI have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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