V50A.DE vs. CACX.L
Compare and contrast key facts about Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) and Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L).
V50A.DE and CACX.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. V50A.DE is a passively managed fund by Amundi that tracks the performance of the EURO STOXX® 50. It was launched on Feb 14, 2018. CACX.L is a passively managed fund by Amundi that tracks the performance of the Euronext Paris CAC 40 NR EUR. It was launched on Dec 13, 2018. Both V50A.DE and CACX.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: V50A.DE or CACX.L.
Key characteristics
| V50A.DE | CACX.L | |
|---|---|---|
| YTD Return | 10.16% | -4.15% |
| 1Y Return | 19.04% | -0.38% |
| 3Y Return (Ann) | 6.56% | 1.38% |
| 5Y Return (Ann) | 8.38% | 4.64% |
| 10Y Return (Ann) | 8.25% | 6.44% |
| Sharpe Ratio | 1.21 | -0.06 |
| Sortino Ratio | 1.74 | 0.01 |
| Omega Ratio | 1.21 | 1.00 |
| Calmar Ratio | 1.62 | -0.06 |
| Martin Ratio | 5.64 | -0.12 |
| Ulcer Index | 2.80% | 6.50% |
| Daily Std Dev | 13.10% | 13.06% |
| Max Drawdown | -38.57% | -32.83% |
| Current Drawdown | -4.05% | -12.25% |
Correlation
The correlation between V50A.DE and CACX.L is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
V50A.DE vs. CACX.L - Performance Comparison
In the year-to-date period, V50A.DE achieves a 10.16% return, which is significantly higher than CACX.L's -4.15% return. Over the past 10 years, V50A.DE has outperformed CACX.L with an annualized return of 8.25%, while CACX.L has yielded a comparatively lower 6.44% annualized 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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V50A.DE vs. CACX.L - Expense Ratio Comparison
V50A.DE has a 0.15% expense ratio, which is lower than CACX.L's 0.25% 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
V50A.DE vs. CACX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) and Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.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
V50A.DE vs. CACX.L - Dividend Comparison
V50A.DE has not paid dividends to shareholders, while CACX.L's dividend yield for the trailing twelve months is around 2.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
V50A.DE Amundi EURO STOXX 50 UCITS ETF EUR (C) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CACX.L Lyxor CAC 40 (DR) UCITS ETF - Dist | 2.90% | 2.78% | 2.54% | 1.94% | 1.66% | 3.03% | 3.70% | 2.94% | 3.49% | 3.46% | 0.41% |
Drawdowns
V50A.DE vs. CACX.L - Drawdown Comparison
The maximum V50A.DE drawdown since its inception was -38.57%, which is greater than CACX.L's maximum drawdown of -32.83%. Use the drawdown chart below to compare losses from any high point for V50A.DE and CACX.L. For additional features, visit the drawdowns tool.
Volatility
V50A.DE vs. CACX.L - Volatility Comparison
Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) has a higher volatility of 5.55% compared to Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) at 4.89%. This indicates that V50A.DE's price experiences larger fluctuations and is considered to be riskier than CACX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.