VUAA.DE vs. INRL.L
Compare and contrast key facts about Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) and Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.L).
VUAA.DE and INRL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUAA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. INRL.L is a passively managed fund by Amundi that tracks the performance of the MSCI India NR USD. It was launched on Nov 7, 2006. Both VUAA.DE and INRL.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: VUAA.DE or INRL.L.
Key characteristics
VUAA.DE | INRL.L | |
---|---|---|
YTD Return | 17.62% | 18.00% |
1Y Return | 22.17% | 25.71% |
3Y Return (Ann) | 11.35% | 10.80% |
Sharpe Ratio | 1.97 | 1.74 |
Daily Std Dev | 11.68% | 14.82% |
Max Drawdown | -33.67% | -37.58% |
Current Drawdown | -2.49% | -1.65% |
Correlation
The correlation between VUAA.DE and INRL.L is 0.51, 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
VUAA.DE vs. INRL.L - Performance Comparison
The year-to-date returns for both investments are quite close, with VUAA.DE having a 17.62% return and INRL.L slightly higher at 18.00%. 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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VUAA.DE vs. INRL.L - Expense Ratio Comparison
VUAA.DE has a 0.07% expense ratio, which is lower than INRL.L's 0.85% expense ratio.
Risk-Adjusted Performance
VUAA.DE vs. INRL.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) and Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.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
VUAA.DE vs. INRL.L - Dividend Comparison
Neither VUAA.DE nor INRL.L has paid dividends to shareholders.
Drawdowns
VUAA.DE vs. INRL.L - Drawdown Comparison
The maximum VUAA.DE drawdown since its inception was -33.67%, smaller than the maximum INRL.L drawdown of -37.58%. Use the drawdown chart below to compare losses from any high point for VUAA.DE and INRL.L. For additional features, visit the drawdowns tool.
Volatility
VUAA.DE vs. INRL.L - Volatility Comparison
Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) has a higher volatility of 4.29% compared to Lyxor MSCI India UCITS ETF - Acc (USD) (INRL.L) at 2.99%. This indicates that VUAA.DE's price experiences larger fluctuations and is considered to be riskier than INRL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.