SUUS.L vs. APO
Compare and contrast key facts about iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and Apollo Global Management, Inc. (APO).
SUUS.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Jul 11, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUUS.L or APO.
Key characteristics
| SUUS.L | APO | |
|---|---|---|
| YTD Return | 3.03% | 18.21% |
| 1Y Return | 8.91% | 27.16% |
| 3Y Return (Ann) | 7.06% | 23.58% |
| 5Y Return (Ann) | 12.41% | 25.75% |
| Sharpe Ratio | 0.79 | 0.83 |
| Daily Std Dev | 11.12% | 29.63% |
| Max Drawdown | -24.56% | -56.98% |
| Current Drawdown | -4.69% | -12.77% |
Correlation
The correlation between SUUS.L and APO is 0.42, 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
SUUS.L vs. APO - Performance Comparison
In the year-to-date period, SUUS.L achieves a 3.03% return, which is significantly lower than APO's 18.21% 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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Risk-Adjusted Performance
SUUS.L vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) and Apollo Global Management, Inc. (APO). 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
SUUS.L vs. APO - Dividend Comparison
SUUS.L has not paid dividends to shareholders, while APO's dividend yield for the trailing twelve months is around 1.64%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUUS.L iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
APO Apollo Global Management, Inc. | 1.64% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
SUUS.L vs. APO - Drawdown Comparison
The maximum SUUS.L drawdown since its inception was -24.56%, smaller than the maximum APO drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for SUUS.L and APO. For additional features, visit the drawdowns tool.
Volatility
SUUS.L vs. APO - Volatility Comparison
The current volatility for iShares MSCI USA SRI UCITS ETF USD (Acc) (SUUS.L) is 3.60%, while Apollo Global Management, Inc. (APO) has a volatility of 8.19%. This indicates that SUUS.L experiences smaller price fluctuations and is considered to be less risky than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.