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SPYL.L vs. SPXE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYL.L vs. SPXE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P 500 UCITS ETF USD Acc (SPYL.L) and Invesco S&P 500 Scored & Screened UCITS ETF USD (Acc) (SPXE.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPYL.L achieves a 9.03% return, which is significantly higher than SPXE.L's 8.48% return.


SPYL.L

1D
-1.23%
1M
-0.54%
6M
8.01%
YTD
9.03%
1Y
20.00%
3Y*
5Y*
10Y*

SPXE.L

1D
-1.23%
1M
-1.46%
6M
7.68%
YTD
8.48%
1Y
22.18%
3Y*
19.17%
5Y*
13.46%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYL.L vs. SPXE.L - Yearly Performance Comparison


2026 (YTD)202520242023
SPYL.L
SPDR S&P 500 UCITS ETF USD Acc
9.03%17.38%25.35%14.40%
SPXE.L
Invesco S&P 500 Scored & Screened UCITS ETF USD (Acc)
8.48%17.97%24.55%15.38%

Correlation

The correlation between SPYL.L and SPXE.L is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.95

Correlation (All Time)
Calculated using the full available price history since Oct 31, 2023

0.95

The correlation between SPYL.L and SPXE.L has been stable across timeframes, ranging from 0.95 to 0.95 - a consistent structural relationship.

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Return for Risk

SPYL.L vs. SPXE.L — Risk / Return Rank

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

SPYL.L
SPYL.L Risk / Return Rank: 6565
Overall Rank
SPYL.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SPYL.L Sortino Ratio Rank: 6969
Sortino Ratio Rank
SPYL.L Omega Ratio Rank: 6262
Omega Ratio Rank
SPYL.L Calmar Ratio Rank: 6262
Calmar Ratio Rank
SPYL.L Martin Ratio Rank: 6969
Martin Ratio Rank

SPXE.L
SPXE.L Risk / Return Rank: 7676
Overall Rank
SPXE.L Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
SPXE.L Sortino Ratio Rank: 8282
Sortino Ratio Rank
SPXE.L Omega Ratio Rank: 7777
Omega Ratio Rank
SPXE.L Calmar Ratio Rank: 6767
Calmar Ratio Rank
SPXE.L Martin Ratio Rank: 7777
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.

SPYL.L vs. SPXE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 UCITS ETF USD Acc (SPYL.L) and Invesco S&P 500 Scored & Screened UCITS ETF USD (Acc) (SPXE.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.


SPYL.LSPXE.LDifference
Sharpe ratioReturn per unit of total volatility

-0.19

Sortino ratioReturn per unit of downside risk

-0.30

Omega ratioGain probability vs. loss probability

1.30

1.34

-0.04

Calmar ratioReturn relative to maximum drawdown

2.45

2.51

-0.07

Martin ratioReturn relative to average drawdown

9.84

10.68

-0.84

SPYL.L vs. SPXE.L - Sharpe Ratio Comparison

The current SPYL.L Sharpe Ratio is 1.67, which is comparable to the SPXE.L Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of SPYL.L and SPXE.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

SPYL.L vs. SPXE.L - Drawdown Comparison

The maximum SPYL.L drawdown since its inception was -20.80%, smaller than the maximum SPXE.L drawdown of -24.15%. Use the drawdown chart below to compare losses from any high point for SPYL.L and SPXE.L.


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Drawdown Indicators


SPYL.LSPXE.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.80%

-24.15%

+3.35%

Max Drawdown (1Y)

Largest decline over 1 year

-8.14%

-8.79%

+0.65%

Max Drawdown (3Y)

Largest decline over 3 years

-19.14%

Max Drawdown (5Y)

Largest decline over 5 years

-23.93%

Current Drawdown

Current decline from peak

-1.70%

-2.05%

+0.35%

Average Drawdown

Average peak-to-trough decline

-1.78%

-4.70%

+2.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

2.07%

-0.04%

Volatility

SPYL.L vs. SPXE.L - Volatility Comparison

SPDR S&P 500 UCITS ETF USD Acc (SPYL.L) and Invesco S&P 500 Scored & Screened UCITS ETF USD (Acc) (SPXE.L) have volatilities of 2.98% and 3.04%, 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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Volatility by Period


SPYL.LSPXE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.98%

3.04%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

9.29%

9.31%

-0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

11.99%

11.92%

+0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.53%

16.20%

+8.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.53%

19.18%

+5.35%

SPYL.L vs. SPXE.L - Expense Ratio Comparison

SPYL.L has a 0.03% expense ratio, which is lower than SPXE.L's 0.09% 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

SPYL.L vs. SPXE.L - Dividend Comparison

Neither SPYL.L nor SPXE.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.95, SPYL.L and SPXE.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SPYL.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYL.L is cheaper with a 0.03% expense ratio, compared with 0.09% for SPXE.L.

SPYL.L tracks S&P 500, while SPXE.L tracks S&P 500 Scored & Screened Index. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.03% for SPYL.L and 0.09% for SPXE.L.

Portfolio Optimizer

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