XDPU.L vs. SPMV.L
XDPU.L (Xtrackers S&P 500 UCITS ETF 4C) and SPMV.L (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)) are both S&P 500 funds - XDPU.L tracks the S&P 500 Index while SPMV.L tracks the S&P 500 Minimum Volatility Net in USD. Both are passively managed. Over the past 3 years, XDPU.L returned 18.41%/yr vs 12.73%/yr for SPMV.L. Their correlation of 0.85 means they have usually moved in the same direction. XDPU.L charges 0.03%/yr vs 0.20%/yr for SPMV.L.
Performance
XDPU.L vs. SPMV.L - Performance Comparison
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Returns By Period
In the year-to-date period, XDPU.L achieves a 7.55% return, which is significantly higher than SPMV.L's 5.21% return.
XDPU.L
- 1D
- -0.87%
- 1M
- -0.03%
- 6M
- 6.03%
- YTD
- 7.55%
- 1Y
- 16.44%
- 3Y*
- 18.41%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.47%
SPMV.L
- 1D
- 1.08%
- 1M
- 2.12%
- 6M
- 4.67%
- YTD
- 5.21%
- 1Y
- 9.95%
- 3Y*
- 12.73%
- 5Y*
- 8.22%
- 10Y*
- 10.07%
- ALL TIME*
- 11.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.60M | $3.80M | $3.05M | |
| $384.88K | $1.17M | $724.46K |
XDPU.L vs. SPMV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XDPU.L Xtrackers S&P 500 UCITS ETF 4C | 7.55% | 17.36% | 25.28% | 26.77% | -6.22% |
SPMV.L iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) | 5.21% | 11.55% | 18.68% | 9.94% | -2.44% |
Correlation
The correlation between XDPU.L and SPMV.L is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2022 | 0.85 |
The correlation between XDPU.L and SPMV.L has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.
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Return for Risk
XDPU.L vs. SPMV.L — Risk / Return Rank
XDPU.L
SPMV.L
XDPU.L vs. SPMV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 UCITS ETF 4C (XDPU.L) and iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (SPMV.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XDPU.L | SPMV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.59 | +0.44 |
| Martin ratioReturn relative to average drawdown | 8.09 | 6.27 | +1.82 |
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Drawdowns
XDPU.L vs. SPMV.L - Drawdown Comparison
The maximum XDPU.L drawdown since its inception was -18.25%, smaller than the maximum SPMV.L drawdown of -33.34%. Use the drawdown chart below to compare losses from any high point for XDPU.L and SPMV.L.
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Drawdown Indicators
| XDPU.L | SPMV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -33.34% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.22% | -6.23% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -18.25% | -12.31% | -5.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.34% | — |
Current DrawdownCurrent decline from peak | -3.08% | 0.00% | -3.08% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -3.13% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.58% | +0.49% |
Volatility
XDPU.L vs. SPMV.L - Volatility Comparison
Xtrackers S&P 500 UCITS ETF 4C (XDPU.L) has a higher volatility of 3.39% compared to iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc) (SPMV.L) at 2.19%. This indicates that XDPU.L's price experiences larger fluctuations and is considered to be riskier than SPMV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDPU.L | SPMV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 2.19% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 6.43% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 8.55% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 12.67% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.22% | 13.78% | +1.44% |
XDPU.L vs. SPMV.L - Expense Ratio Comparison
XDPU.L has a 0.03% expense ratio, which is lower than SPMV.L's 0.20% 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%.
Dividends
XDPU.L vs. SPMV.L - Dividend Comparison
Neither XDPU.L nor SPMV.L has paid dividends to shareholders.
Frequently Asked Questions
XDPU.L and SPMV.L have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDPU.L is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDPU.L is cheaper with a 0.03% expense ratio, compared with 0.20% for SPMV.L.
XDPU.L tracks S&P 500 Index, while SPMV.L tracks S&P 500 Minimum Volatility Net in USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.03% for XDPU.L and 0.20% for SPMV.L.
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