UC13.L vs. 500P.L
UC13.L (UBS Core S&P 500 UCITS ETF USD dis) and 500P.L (Franklin S&P 500 Paris Aligned Climate UCITS ETF) are both S&P 500 funds - UC13.L tracks the S&P 500 Index while 500P.L tracks the S&P 500 Net Zero 2050 Paris-Aligned ESG Index. Both are passively managed. Over the past 5 years, UC13.L returned 13.62%/yr vs 14.50%/yr for 500P.L. With a 0.96 correlation, they move nearly in lockstep. UC13.L charges 0.03%/yr vs 0.07%/yr for 500P.L.
Performance
UC13.L vs. 500P.L - Performance Comparison
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Different Trading Currencies
UC13.L is traded in GBp, while 500P.L is traded in GBP. To make them comparable, the 500P.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, UC13.L achieves a 9.92% return, which is significantly higher than 500P.L's 8.20% return.
UC13.L
- 1D
- -0.02%
- 1M
- 5.52%
- YTD
- 9.92%
- 6M
- 9.83%
- 1Y
- 27.83%
- 3Y*
- 17.70%
- 5Y*
- 13.62%
- 10Y*
- 14.50%
500P.L
- 1D
- 0.21%
- 1M
- 7.03%
- YTD
- 8.20%
- 6M
- 8.34%
- 1Y
- 24.84%
- 3Y*
- 18.32%
- 5Y*
- 14.50%
- 10Y*
- —
UC13.L vs. 500P.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 9.92% | 8.39% | 25.77% | 18.14% | -10.01% | 29.47% | 10.36% |
500P.L Franklin S&P 500 Paris Aligned Climate UCITS ETF | 8.20% | 7.74% | 28.94% | 23.30% | -12.86% | 34.04% | 11.40% |
Correlation
The correlation between UC13.L and 500P.L is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2020 | 0.96 |
The correlation between UC13.L and 500P.L has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
UC13.L vs. 500P.L — Risk / Return Rank
UC13.L
500P.L
UC13.L vs. 500P.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Core S&P 500 UCITS ETF USD dis (UC13.L) and Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.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.
| UC13.L | 500P.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.42 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.54 | 2.29 | +1.26 |
| Martin ratioReturn relative to average drawdown | 12.58 | 7.12 | +5.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UC13.L | 500P.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.65 | 2.30 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.98 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 1.09 | -0.20 |
Drawdowns
UC13.L vs. 500P.L - Drawdown Comparison
The maximum UC13.L drawdown since its inception was -25.59%, which is greater than 500P.L's maximum drawdown of -20.32%. Use the drawdown chart below to compare losses from any high point for UC13.L and 500P.L.
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Drawdown Indicators
| UC13.L | 500P.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.59% | -20.32% | -5.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.82% | -10.81% | +2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -21.52% | -20.32% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -20.32% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -25.59% | — | — |
Current DrawdownCurrent decline from peak | -0.24% | -0.10% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -4.18% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.48% | -1.27% |
Volatility
UC13.L vs. 500P.L - Volatility Comparison
UBS Core S&P 500 UCITS ETF USD dis (UC13.L) and Franklin S&P 500 Paris Aligned Climate UCITS ETF (500P.L) have volatilities of 2.63% and 2.61%, 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
| UC13.L | 500P.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.63% | 2.61% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.11% | 7.58% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.47% | 10.75% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 14.84% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 15.07% | +0.65% |
UC13.L vs. 500P.L - Expense Ratio Comparison
UC13.L has a 0.03% expense ratio, which is lower than 500P.L's 0.07% 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
UC13.L vs. 500P.L - Dividend Comparison
UC13.L's dividend yield for the trailing twelve months is around 0.01%, while 500P.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
500P.L Franklin S&P 500 Paris Aligned Climate 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% |
UC13.L UBS Core S&P 500 UCITS ETF USD dis | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.01% | 0.02% | 0.02% | 0.02% | 0.02% |
Frequently Asked Questions
With a correlation of 0.95, UC13.L and 500P.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, UC13.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UC13.L is cheaper with a 0.03% expense ratio, compared with 0.07% for 500P.L.
UC13.L tracks S&P 500 Index, while 500P.L tracks S&P 500 Net Zero 2050 Paris-Aligned ESG Index. They also come from different issuers: UBS and Franklin. Their fees differ too: 0.03% for UC13.L and 0.07% for 500P.L.
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