UC99.L vs. RSPT
Compare and contrast key facts about UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) and Invesco S&P 500 Equal Weight Technology ETF (RSPT).
UC99.L and RSPT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UC99.L is a passively managed fund by UBS that tracks the performance of the Russell 1000 TR USD. It was launched on Aug 26, 2015. RSPT is a passively managed fund by Invesco that tracks the performance of the S&P 500® Information Technology Index. It was launched on Jan 11, 2006. Both UC99.L and RSPT 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: UC99.L or RSPT.
Key characteristics
| UC99.L | RSPT | |
|---|---|---|
| YTD Return | 15.09% | 11.91% |
| 1Y Return | 22.34% | 25.64% |
| 3Y Return (Ann) | 11.34% | 7.48% |
| 5Y Return (Ann) | 15.11% | 15.83% |
| Sharpe Ratio | 1.71 | 1.38 |
| Daily Std Dev | 13.83% | 19.40% |
| Max Drawdown | -21.98% | -58.91% |
| Current Drawdown | -3.63% | -5.35% |
Correlation
The correlation between UC99.L and RSPT is 0.56, 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
UC99.L vs. RSPT - Performance Comparison
In the year-to-date period, UC99.L achieves a 15.09% return, which is significantly higher than RSPT's 11.91% 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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UC99.L vs. RSPT - Expense Ratio Comparison
UC99.L has a 0.25% expense ratio, which is lower than RSPT's 0.40% expense ratio.
Risk-Adjusted Performance
UC99.L vs. RSPT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) and Invesco S&P 500 Equal Weight Technology ETF (RSPT). 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
UC99.L vs. RSPT - Dividend Comparison
UC99.L's dividend yield for the trailing twelve months is around 0.72%, more than RSPT's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UC99.L UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis | 0.72% | 0.85% | 0.79% | 0.78% | 0.98% | 0.78% | 1.27% | 0.93% | 1.00% | 0.00% | 0.00% | 0.00% |
RSPT Invesco S&P 500 Equal Weight Technology ETF | 0.48% | 0.56% | 0.71% | 0.50% | 1.29% | 0.92% | 0.98% | 0.84% | 1.16% | 1.18% | 1.16% | 0.80% |
Drawdowns
UC99.L vs. RSPT - Drawdown Comparison
The maximum UC99.L drawdown since its inception was -21.98%, smaller than the maximum RSPT drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for UC99.L and RSPT. For additional features, visit the drawdowns tool.
Volatility
UC99.L vs. RSPT - Volatility Comparison
The current volatility for UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis (UC99.L) is 4.95%, while Invesco S&P 500 Equal Weight Technology ETF (RSPT) has a volatility of 6.15%. This indicates that UC99.L experiences smaller price fluctuations and is considered to be less risky than RSPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.