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SPXS.MI vs. CSP1.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SPXS.MI and CSP1.L is 0.51, 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

SPXS.MI vs. CSP1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 UCITS ETF (SPXS.MI) and iShares Core S&P 500 UCITS ETF (CSP1.L). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SPXS.MI:

0.45

CSP1.L:

0.44

Sortino Ratio

SPXS.MI:

0.72

CSP1.L:

0.76

Omega Ratio

SPXS.MI:

1.11

CSP1.L:

1.11

Calmar Ratio

SPXS.MI:

0.37

CSP1.L:

0.38

Martin Ratio

SPXS.MI:

1.17

CSP1.L:

1.15

Ulcer Index

SPXS.MI:

7.36%

CSP1.L:

6.93%

Daily Std Dev

SPXS.MI:

18.89%

CSP1.L:

16.51%

Max Drawdown

SPXS.MI:

-33.57%

CSP1.L:

-25.48%

Current Drawdown

SPXS.MI:

-11.52%

CSP1.L:

-11.23%

Returns By Period

In the year-to-date period, SPXS.MI achieves a -8.26% return, which is significantly lower than CSP1.L's -7.12% return. Over the past 10 years, SPXS.MI has underperformed CSP1.L with an annualized return of 12.42%, while CSP1.L has yielded a comparatively higher 13.92% annualized return.


SPXS.MI

YTD

-8.26%

1M

6.96%

6M

-8.62%

1Y

9.44%

3Y*

12.14%

5Y*

15.56%

10Y*

12.42%

CSP1.L

YTD

-7.12%

1M

2.95%

6M

-7.43%

1Y

7.98%

3Y*

11.57%

5Y*

13.77%

10Y*

13.92%

*Annualized

Compare stocks, funds, or ETFs

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Invesco S&P 500 UCITS ETF

iShares Core S&P 500 UCITS ETF

SPXS.MI vs. CSP1.L - Expense Ratio Comparison

SPXS.MI has a 0.05% expense ratio, which is lower than CSP1.L's 0.07% 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%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SPXS.MI vs. CSP1.L — Risk-Adjusted Performance Rank

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

SPXS.MI
The Risk-Adjusted Performance Rank of SPXS.MI is 4040
Overall Rank
The Sharpe Ratio Rank of SPXS.MI is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of SPXS.MI is 3939
Sortino Ratio Rank
The Omega Ratio Rank of SPXS.MI is 4343
Omega Ratio Rank
The Calmar Ratio Rank of SPXS.MI is 4141
Calmar Ratio Rank
The Martin Ratio Rank of SPXS.MI is 3636
Martin Ratio Rank

CSP1.L
The Risk-Adjusted Performance Rank of CSP1.L is 4040
Overall Rank
The Sharpe Ratio Rank of CSP1.L is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of CSP1.L is 4242
Sortino Ratio Rank
The Omega Ratio Rank of CSP1.L is 4343
Omega Ratio Rank
The Calmar Ratio Rank of CSP1.L is 4242
Calmar Ratio Rank
The Martin Ratio Rank of CSP1.L is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SPXS.MI vs. CSP1.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 UCITS ETF (SPXS.MI) and iShares Core S&P 500 UCITS ETF (CSP1.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.


The current SPXS.MI Sharpe Ratio is 0.45, which is comparable to the CSP1.L Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of SPXS.MI and CSP1.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SPXS.MI vs. CSP1.L - Dividend Comparison

Neither SPXS.MI nor CSP1.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SPXS.MI vs. CSP1.L - Drawdown Comparison

The maximum SPXS.MI drawdown since its inception was -33.57%, which is greater than CSP1.L's maximum drawdown of -25.48%. Use the drawdown chart below to compare losses from any high point for SPXS.MI and CSP1.L.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SPXS.MI vs. CSP1.L - Volatility Comparison

Invesco S&P 500 UCITS ETF (SPXS.MI) and iShares Core S&P 500 UCITS ETF (CSP1.L) have volatilities of 5.83% and 5.64%, 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.


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