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TW.L vs. VUSA.AS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TW.L vs. VUSA.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Taylor Wimpey PLC (TW.L) and Vanguard S&P 500 UCITS ETF (VUSA.AS). The values are adjusted to include any dividend payments, if applicable.

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TW.L vs. VUSA.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TW.L
Taylor Wimpey PLC
-17.62%-3.91%-11.37%57.04%-36.73%11.45%-4.62%58.59%-28.42%44.27%
VUSA.AS
Vanguard S&P 500 UCITS ETF
-2.53%9.46%27.78%19.68%-9.74%32.03%13.81%25.44%0.62%11.24%
Different Trading Currencies

TW.L is traded in GBp, while VUSA.AS is traded in EUR. To make them comparable, the VUSA.AS values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, TW.L achieves a -17.62% return, which is significantly lower than VUSA.AS's -2.53% return. Over the past 10 years, TW.L has underperformed VUSA.AS with an annualized return of 0.33%, while VUSA.AS has yielded a comparatively higher 14.67% annualized return.


TW.L

1D
0.00%
1M
-19.64%
YTD
-17.62%
6M
-11.36%
1Y
-14.43%
3Y*
-3.01%
5Y*
-7.19%
10Y*
0.33%

VUSA.AS

1D
1.78%
1M
-2.73%
YTD
-2.53%
6M
0.53%
1Y
15.23%
3Y*
15.88%
5Y*
12.71%
10Y*
14.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TW.L vs. VUSA.AS — Risk / Return Rank

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

TW.L
TW.L Risk / Return Rank: 2020
Overall Rank
TW.L Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
TW.L Sortino Ratio Rank: 1717
Sortino Ratio Rank
TW.L Omega Ratio Rank: 1919
Omega Ratio Rank
TW.L Calmar Ratio Rank: 2525
Calmar Ratio Rank
TW.L Martin Ratio Rank: 2121
Martin Ratio Rank

VUSA.AS
VUSA.AS Risk / Return Rank: 5353
Overall Rank
VUSA.AS Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
VUSA.AS Sortino Ratio Rank: 2929
Sortino Ratio Rank
VUSA.AS Omega Ratio Rank: 3131
Omega Ratio Rank
VUSA.AS Calmar Ratio Rank: 9090
Calmar Ratio Rank
VUSA.AS Martin Ratio Rank: 8686
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.

TW.L vs. VUSA.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Taylor Wimpey PLC (TW.L) and Vanguard S&P 500 UCITS ETF (VUSA.AS). 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.


TW.LVUSA.ASDifference

Sharpe ratio

Return per unit of total volatility

-0.49

0.94

-1.42

Sortino ratio

Return per unit of downside risk

-0.53

1.36

-1.89

Omega ratio

Gain probability vs. loss probability

0.94

1.20

-0.26

Calmar ratio

Return relative to maximum drawdown

-0.54

3.57

-4.11

Martin ratio

Return relative to average drawdown

-1.14

12.62

-13.75

TW.L vs. VUSA.AS - Sharpe Ratio Comparison

The current TW.L Sharpe Ratio is -0.49, which is lower than the VUSA.AS Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of TW.L and VUSA.AS, 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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Sharpe Ratios by Period


TW.LVUSA.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.49

0.94

-1.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

0.85

-1.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.90

-0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.91

-0.87

Correlation

The correlation between TW.L and VUSA.AS is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TW.L vs. VUSA.AS - Dividend Comparison

TW.L's dividend yield for the trailing twelve months is around 5.26%, more than VUSA.AS's 0.99% yield.


TTM20252024202320222021202020192018201720162015
TW.L
Taylor Wimpey PLC
8.60%8.68%7.85%6.51%8.91%4.72%8.92%9.48%11.21%6.68%7.11%4.67%
VUSA.AS
Vanguard S&P 500 UCITS ETF
0.99%0.97%0.99%1.26%1.45%1.02%1.43%1.46%1.74%1.64%1.66%1.76%

Drawdowns

TW.L vs. VUSA.AS - Drawdown Comparison

The maximum TW.L drawdown since its inception was -98.99%, which is greater than VUSA.AS's maximum drawdown of -26.22%. Use the drawdown chart below to compare losses from any high point for TW.L and VUSA.AS.


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Drawdown Indicators


TW.LVUSA.ASDifference

Max Drawdown

Largest peak-to-trough decline

-98.99%

-33.64%

-65.35%

Max Drawdown (1Y)

Largest decline over 1 year

-27.22%

-13.39%

-13.83%

Max Drawdown (5Y)

Largest decline over 5 years

-52.79%

-23.24%

-29.55%

Max Drawdown (10Y)

Largest decline over 10 years

-56.37%

-33.64%

-22.73%

Current Drawdown

Current decline from peak

-41.69%

-5.24%

-36.45%

Average Drawdown

Average peak-to-trough decline

-41.98%

-4.11%

-37.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.82%

2.07%

+10.75%

Volatility

TW.L vs. VUSA.AS - Volatility Comparison

Taylor Wimpey PLC (TW.L) has a higher volatility of 9.14% compared to Vanguard S&P 500 UCITS ETF (VUSA.AS) at 3.81%. This indicates that TW.L's price experiences larger fluctuations and is considered to be riskier than VUSA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TW.LVUSA.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.14%

3.81%

+5.33%

Volatility (6M)

Calculated over the trailing 6-month period

18.76%

8.45%

+10.31%

Volatility (1Y)

Calculated over the trailing 1-year period

26.12%

16.10%

+10.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.45%

14.75%

+13.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.58%

15.97%

+18.61%