U10G.L vs. VOO
Compare and contrast key facts about Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Vanguard S&P 500 ETF (VOO).
U10G.L and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. U10G.L is a passively managed fund by Amundi that tracks the performance of the Bloomberg US Government TR USD. It was launched on Oct 25, 2018. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both U10G.L and VOO 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: U10G.L or VOO.
Key characteristics
U10G.L | VOO | |
---|---|---|
YTD Return | 0.74% | 18.91% |
1Y Return | 2.22% | 28.20% |
3Y Return (Ann) | -9.59% | 9.93% |
5Y Return (Ann) | -6.95% | 15.31% |
Sharpe Ratio | 0.17 | 2.21 |
Daily Std Dev | 13.20% | 12.64% |
Max Drawdown | -49.26% | -33.99% |
Current Drawdown | -43.87% | -0.60% |
Correlation
The correlation between U10G.L and VOO is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
U10G.L vs. VOO - Performance Comparison
In the year-to-date period, U10G.L achieves a 0.74% return, which is significantly lower than VOO's 18.91% 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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U10G.L vs. VOO - Expense Ratio Comparison
U10G.L has a 0.07% expense ratio, which is higher than VOO's 0.03% 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
U10G.L vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Vanguard S&P 500 ETF (VOO). 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
U10G.L vs. VOO - Dividend Comparison
U10G.L's dividend yield for the trailing twelve months is around 2.83%, more than VOO's 1.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Amundi US Treasury Bond 10+Y UCITS ETF Dist | 2.83% | 2.85% | 3.24% | 2.27% | 2.37% | 2.95% | 3.19% | 3.30% | 4.40% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
U10G.L vs. VOO - Drawdown Comparison
The maximum U10G.L drawdown since its inception was -49.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for U10G.L and VOO. For additional features, visit the drawdowns tool.
Volatility
U10G.L vs. VOO - Volatility Comparison
Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.75% and 3.83%, 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.