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SPXP.L vs. ICLU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPXP.L vs. ICLU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Invesco S&P 500 UCITS ETF (SPXP.L) and Invesco USD AAA CLO UCITS ETF Acc (ICLU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SPXP.L is traded in GBp, while ICLU.L is traded in USD. To make them comparable, the ICLU.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, SPXP.L achieves a 10.63% return, which is significantly higher than ICLU.L's 4.49% return.


SPXP.L

1D
0.80%
1M
1.16%
YTD
10.63%
6M
10.85%
1Y
-98.72%
3Y*
-74.23%
5Y*
-54.45%
10Y*
-26.88%

ICLU.L

1D
0.00%
1M
2.13%
YTD
4.49%
6M
4.82%
1Y
8.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPXP.L vs. ICLU.L - Yearly Performance Comparison


2026 (YTD)2025
SPXP.L
Invesco S&P 500 UCITS ETF
10.63%-98.94%
ICLU.L
Invesco USD AAA CLO UCITS ETF Acc
4.49%-4.33%

Correlation

The correlation between SPXP.L and ICLU.L is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

Correlation (All Time)
Calculated using the full available price history since Feb 10, 2025

0.21

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Return for Risk

SPXP.L vs. ICLU.L — Risk / Return Rank

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

SPXP.L
SPXP.L Risk / Return Rank: 22
Overall Rank
SPXP.L Sharpe Ratio Rank: 11
Sharpe Ratio Rank
SPXP.L Sortino Ratio Rank: 44
Sortino Ratio Rank
SPXP.L Omega Ratio Rank: 00
Omega Ratio Rank
SPXP.L Calmar Ratio Rank: 00
Calmar Ratio Rank
SPXP.L Martin Ratio Rank: 33
Martin Ratio Rank

ICLU.L
ICLU.L Risk / Return Rank: 9797
Overall Rank
ICLU.L Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ICLU.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
ICLU.L Omega Ratio Rank: 9898
Omega Ratio Rank
ICLU.L Calmar Ratio Rank: 9696
Calmar Ratio Rank
ICLU.L Martin Ratio Rank: 9797
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.

SPXP.L vs. ICLU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF (SPXP.L) and Invesco USD AAA CLO UCITS ETF Acc (ICLU.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.

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.


SPXP.LICLU.LDifference
Sharpe ratioReturn per unit of total volatility

-2.24

Sortino ratioReturn per unit of downside risk

-2.57

Omega ratioGain probability vs. loss probability

0.52

1.22

-0.71

Calmar ratioReturn relative to maximum drawdown

-1.00

1.74

-2.74

Martin ratioReturn relative to average drawdown

-1.29

4.93

-6.22

SPXP.L vs. ICLU.L - Sharpe Ratio Comparison

The current SPXP.L Sharpe Ratio is -0.99, which is lower than the ICLU.L Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of SPXP.L and ICLU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SPXP.L vs. ICLU.L - Drawdown Comparison

The maximum SPXP.L drawdown since its inception was -99.07%, which is greater than ICLU.L's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for SPXP.L and ICLU.L.


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Drawdown Indicators


SPXP.LICLU.LDifference

Max Drawdown

Largest peak-to-trough decline

-99.07%

-8.54%

-90.53%

Max Drawdown (1Y)

Largest decline over 1 year

-99.07%

-4.76%

-94.31%

Max Drawdown (3Y)

Largest decline over 3 years

-99.07%

Max Drawdown (5Y)

Largest decline over 5 years

-99.07%

Max Drawdown (10Y)

Largest decline over 10 years

-99.07%

Current Drawdown

Current decline from peak

-98.91%

-0.03%

-98.88%

Average Drawdown

Average peak-to-trough decline

-8.23%

-4.36%

-3.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

76.64%

1.68%

+74.96%

Volatility

SPXP.L vs. ICLU.L - Volatility Comparison

Invesco S&P 500 UCITS ETF (SPXP.L) has a higher volatility of 3.41% compared to Invesco USD AAA CLO UCITS ETF Acc (ICLU.L) at 1.53%. This indicates that SPXP.L's price experiences larger fluctuations and is considered to be riskier than ICLU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPXP.LICLU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

1.53%

+1.88%

Volatility (6M)

Calculated over the trailing 6-month period

7.71%

5.13%

+2.58%

Volatility (1Y)

Calculated over the trailing 1-year period

99.31%

6.68%

+92.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.55%

7.20%

+39.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.91%

7.20%

+27.71%

SPXP.L vs. ICLU.L - Expense Ratio Comparison

SPXP.L has a 0.05% expense ratio, which is lower than ICLU.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SPXP.L vs. ICLU.L - Dividend Comparison

Neither SPXP.L nor ICLU.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SPXP.L and ICLU.L have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPXP.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPXP.L is cheaper with a 0.05% expense ratio, compared with 0.25% for ICLU.L.

SPXP.L is categorized as S&P 500, while ICLU.L is CLO. Their fees differ too: 0.05% for SPXP.L and 0.25% for ICLU.L.

Portfolio Optimizer

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