SPYI.DE vs. VT
Compare and contrast key facts about SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE) and Vanguard Total World Stock ETF (VT).
SPYI.DE and VT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPYI.DE is a passively managed fund by State Street that tracks the performance of the MSCI All Country World Investable Market (ACWI IMI). It was launched on May 13, 2011. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both SPYI.DE and VT 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: SPYI.DE or VT.
Key characteristics
| SPYI.DE | VT | |
|---|---|---|
| YTD Return | 13.29% | 14.45% |
| 1Y Return | 18.17% | 23.29% |
| 3Y Return (Ann) | 7.45% | 5.81% |
| 5Y Return (Ann) | 10.58% | 11.37% |
| 10Y Return (Ann) | 10.95% | 8.91% |
| Sharpe Ratio | 1.85 | 1.88 |
| Daily Std Dev | 10.74% | 12.30% |
| Max Drawdown | -34.60% | -50.27% |
| Current Drawdown | -2.25% | -0.72% |
Correlation
The correlation between SPYI.DE and VT is 0.57, 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
SPYI.DE vs. VT - Performance Comparison
In the year-to-date period, SPYI.DE achieves a 13.29% return, which is significantly lower than VT's 14.45% return. Over the past 10 years, SPYI.DE has outperformed VT with an annualized return of 10.95%, while VT has yielded a comparatively lower 8.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPYI.DE vs. VT - Expense Ratio Comparison
SPYI.DE has a 0.17% expense ratio, which is higher than VT'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
SPYI.DE vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE) and Vanguard Total World Stock ETF (VT). 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
SPYI.DE vs. VT - Dividend Comparison
SPYI.DE has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.54%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYI.DE SPDR MSCI ACWI IMI UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.54% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
SPYI.DE vs. VT - Drawdown Comparison
The maximum SPYI.DE drawdown since its inception was -34.60%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SPYI.DE and VT. For additional features, visit the drawdowns tool.
Volatility
SPYI.DE vs. VT - Volatility Comparison
SPDR MSCI ACWI IMI UCITS ETF (SPYI.DE) and Vanguard Total World Stock ETF (VT) have volatilities of 3.93% and 3.86%, 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.