V50D.DE vs. SPY
Compare and contrast key facts about Amundi EURO STOXX 50 UCITS ETF - EUR Dist (V50D.DE) and SPDR S&P 500 ETF (SPY).
V50D.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. V50D.DE is a passively managed fund by Amundi that tracks the performance of the EURO STOXX® 50. It was launched on Jun 29, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both V50D.DE and SPY 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: V50D.DE or SPY.
Correlation
The correlation between V50D.DE and SPY is 0.53, 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
V50D.DE vs. SPY - Performance Comparison
Key characteristics
V50D.DE:
1.34
SPY:
1.75
V50D.DE:
1.91
SPY:
2.36
V50D.DE:
1.23
SPY:
1.32
V50D.DE:
1.92
SPY:
2.66
V50D.DE:
5.89
SPY:
11.01
V50D.DE:
3.14%
SPY:
2.03%
V50D.DE:
13.76%
SPY:
12.77%
V50D.DE:
-38.47%
SPY:
-55.19%
V50D.DE:
0.00%
SPY:
-2.12%
Returns By Period
In the year-to-date period, V50D.DE achieves a 10.62% return, which is significantly higher than SPY's 2.36% return.
V50D.DE
10.62%
3.56%
10.56%
14.41%
10.16%
N/A
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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V50D.DE vs. SPY - Expense Ratio Comparison
V50D.DE has a 0.07% expense ratio, which is lower than SPY's 0.09% 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
V50D.DE vs. SPY — Risk-Adjusted Performance Rank
V50D.DE
SPY
V50D.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi EURO STOXX 50 UCITS ETF - EUR Dist (V50D.DE) and SPDR S&P 500 ETF (SPY). 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
V50D.DE vs. SPY - Dividend Comparison
V50D.DE's dividend yield for the trailing twelve months is around 2.56%, more than SPY's 1.18% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
V50D.DE Amundi EURO STOXX 50 UCITS ETF - EUR Dist | 2.56% | 2.83% | 2.81% | 2.93% | 1.83% | 2.06% | 2.85% | 3.11% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
V50D.DE vs. SPY - Drawdown Comparison
The maximum V50D.DE drawdown since its inception was -38.47%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for V50D.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
V50D.DE vs. SPY - Volatility Comparison
Amundi EURO STOXX 50 UCITS ETF - EUR Dist (V50D.DE) and SPDR S&P 500 ETF (SPY) have volatilities of 3.23% and 3.38%, 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.