PortfoliosLab logoPortfoliosLab logo
SPXD.L vs. ^SP100
Performance
Return for Risk
Drawdowns
Volatility

Performance

SPXD.L vs. ^SP100 - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 UCITS ETF Dist (SPXD.L) and S&P 100 Index (^SP100). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SPXD.L achieves a 10.44% return, which is significantly higher than ^SP100's 9.46% return.


SPXD.L

1D
-0.02%
1M
4.50%
YTD
10.44%
6M
11.25%
1Y
27.99%
3Y*
22.39%
5Y*
13.92%
10Y*

^SP100

1D
0.35%
1M
4.77%
YTD
9.46%
6M
9.14%
1Y
28.71%
3Y*
23.43%
5Y*
14.42%
10Y*
14.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPXD.L vs. ^SP100 - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SPXD.L
Invesco S&P 500 UCITS ETF Dist
10.44%17.53%25.57%26.91%-18.50%29.67%17.90%13.21%
^SP100
S&P 100 Index
9.46%18.76%29.25%30.83%-22.12%27.55%19.30%13.95%

Correlation

The correlation between SPXD.L and ^SP100 is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2019

0.56

The correlation between SPXD.L and ^SP100 shifts across timeframes, from 0.56 (all time) to 0.68 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SPXD.L vs. ^SP100 — Risk / Return Rank

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

SPXD.L
SPXD.L Risk / Return Rank: 7575
Overall Rank
SPXD.L Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SPXD.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
SPXD.L Omega Ratio Rank: 7575
Omega Ratio Rank
SPXD.L Calmar Ratio Rank: 6767
Calmar Ratio Rank
SPXD.L Martin Ratio Rank: 7777
Martin Ratio Rank

^SP100
^SP100 Risk / Return Rank: 7373
Overall Rank
^SP100 Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
^SP100 Sortino Ratio Rank: 7878
Sortino Ratio Rank
^SP100 Omega Ratio Rank: 7878
Omega Ratio Rank
^SP100 Calmar Ratio Rank: 6262
Calmar Ratio Rank
^SP100 Martin Ratio Rank: 7171
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.

SPXD.L vs. ^SP100 - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF Dist (SPXD.L) and S&P 100 Index (^SP100). 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.


SPXD.L^SP100Difference
Sharpe ratioReturn per unit of total volatility

+0.13

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

1.44

1.41

+0.03

Calmar ratioReturn relative to maximum drawdown

3.31

2.55

+0.75

Martin ratioReturn relative to average drawdown

14.56

10.65

+3.91

SPXD.L vs. ^SP100 - Sharpe Ratio Comparison

The current SPXD.L Sharpe Ratio is 2.41, which is comparable to the ^SP100 Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of SPXD.L and ^SP100, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SPXD.L^SP100Difference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.41

2.27

+0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.82

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.93

0.55

+0.38

Drawdowns

SPXD.L vs. ^SP100 - Drawdown Comparison

The maximum SPXD.L drawdown since its inception was -33.98%, smaller than the maximum ^SP100 drawdown of -61.31%. Use the drawdown chart below to compare losses from any high point for SPXD.L and ^SP100.


Loading charts...

Drawdown Indicators


SPXD.L^SP100Difference

Max Drawdown

Largest peak-to-trough decline

-33.98%

-61.31%

+27.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.35%

-11.30%

+2.95%

Max Drawdown (3Y)

Largest decline over 3 years

-18.29%

-19.89%

+1.60%

Max Drawdown (5Y)

Largest decline over 5 years

-24.17%

-27.23%

+3.06%

Max Drawdown (10Y)

Largest decline over 10 years

-31.53%

Current Drawdown

Current decline from peak

-0.51%

-0.68%

+0.17%

Average Drawdown

Average peak-to-trough decline

-5.06%

-12.67%

+7.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

2.70%

-0.79%

Volatility

SPXD.L vs. ^SP100 - Volatility Comparison

Invesco S&P 500 UCITS ETF Dist (SPXD.L) and S&P 100 Index (^SP100) have volatilities of 3.10% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SPXD.L^SP100Difference

Volatility (1M)

Calculated over the trailing 1-month period

3.10%

3.23%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.44%

9.52%

-1.08%

Volatility (1Y)

Calculated over the trailing 1-year period

11.46%

12.68%

-1.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.83%

17.75%

-1.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.70%

18.47%

-0.77%

Frequently Asked Questions


SPXD.L and ^SP100 have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SPXD.L and ^SP100

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer