USPX vs. VUAG.L
Compare and contrast key facts about Franklin U.S. Equity Index ETF (USPX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
USPX and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USPX is a passively managed fund by Franklin that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Jun 1, 2016. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019. Both USPX and VUAG.L 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: USPX or VUAG.L.
Correlation
The correlation between USPX and VUAG.L is 0.66, 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
USPX vs. VUAG.L - Performance Comparison
Key characteristics
USPX:
2.04
VUAG.L:
2.42
USPX:
2.73
VUAG.L:
3.44
USPX:
1.38
VUAG.L:
1.47
USPX:
3.09
VUAG.L:
1.55
USPX:
13.52
VUAG.L:
17.43
USPX:
1.97%
VUAG.L:
1.58%
USPX:
13.01%
VUAG.L:
11.40%
USPX:
-31.21%
VUAG.L:
-25.61%
USPX:
-2.03%
VUAG.L:
-0.97%
Returns By Period
The year-to-date returns for both investments are quite close, with USPX having a 27.05% return and VUAG.L slightly higher at 27.63%.
USPX
27.05%
-0.39%
10.36%
26.38%
11.36%
N/A
VUAG.L
27.63%
-0.87%
10.08%
28.53%
15.32%
N/A
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USPX vs. VUAG.L - Expense Ratio Comparison
USPX has a 0.03% expense ratio, which is lower than VUAG.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%.
Risk-Adjusted Performance
USPX vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Equity Index ETF (USPX) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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.
Dividends
USPX vs. VUAG.L - Dividend Comparison
USPX's dividend yield for the trailing twelve months is around 1.21%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
USPX Franklin U.S. Equity Index ETF | 1.21% | 1.35% | 2.21% | 2.40% | 2.50% | 3.07% | 2.90% | 2.60% | 2.44% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USPX vs. VUAG.L - Drawdown Comparison
The maximum USPX drawdown since its inception was -31.21%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for USPX and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
USPX vs. VUAG.L - Volatility Comparison
Franklin U.S. Equity Index ETF (USPX) has a higher volatility of 4.08% compared to Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) at 2.83%. This indicates that USPX's price experiences larger fluctuations and is considered to be riskier than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.