Vanguard S&P 500 UCITS ETF USD Accumulation, VUAA:GER:EUR performance FT com

VUAA.L has not paid dividends to shareholders, while VOO’s dividend yield for the trailing twelve months is around 1.95%. Saved charts are a quick way to catalogue and access your favourite companies and settings you’ve selected. Vanguard Mexico may recommend products of The Vanguard Group Inc. and its affiliates and such affiliates and their clients may maintain positions in the securities recommended by Vanguard Mexico. In the event of discrepancy between the information on this website and that contained in the legal documentation of the products, the latter shall prevail. Get our overall rating based on a fundamental assessment of the pillars below.

Definitions for these attributes are available by hovering over the labels. Turnover rate is displayed for the Fund as of the most recent quarter end. A measure of the degree to which a portfolio’s return varies from its previous returns or from the average of all similar portfolios. The larger the standard deviation, the greater the likelihood that a portfolio’s performance will fluctuate from the average return.

Media Services

Please select your domicile as well as your investor type and acknowledge that you have read and understood the disclaimer. — Data provided by Trackinsight, etfinfo, Xignite Inc. and justETF GmbH. You can set up a savings plan for Vanguard S&P 500 UCITS ETF Accumulating. The fund size of Vanguard S&P 500 UCITS ETF Accumulating is 5,562m Euro.

• Governmental backing of securities apply only to the underlying securities and does not prevent share-price fluctuations.
• All content on FT.com is for your general information and use only and is not intended to address your particular requirements.
• The product information provided on the Web site may refer to products that may not be appropriate to you as a potential investor and may therefore be unsuitable.

The market price of ETF Shares may be more or less than net asset value. The Vanguard S&P 500 ETF and index funds track the S&P 500, a market-cap-weighted US large-cap equity index. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF’s share price. A measure of the magnitude of a portfolio’s past share-price fluctuations in relation to the ups and downs of the overall market . The market is assigned a beta of 1.00, so a portfolio with a beta of 1.20 would have seen its share price rise or fall by 12% when the overall market rose or fell by 10%.

All ETFs by Classification

The Parent Pillar is our rating of VUAA’s parent organization’s priorities and whether they’re in line with investors’ interests. The People Pillar is our evaluation of the VUAA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. The current VUAA.L Sharpe Ratio is 0.09, which roughly equals the VOO Sharpe Ratio of 0.13. The chart below compares the 12-month rolling Sharpe Ratio of VUAA.L and VOO. VUAA.L has a 0.07% expense ratio, which is higher than VOO’s 0.03% expense ratio.

We 10 essential banking terms you need to know different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average , on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.

Reliance upon information in this material is at the sole discretion of the reader. This table displays fundemental characteristics for the Fund and Benchmark. Number of stocks, Median Market Cap, Price/Earnings Ratio, Price/Book Ratio, Return on Equity, and Earning Growth Rate are available for the Fund and Benchmark as of the most recent quarter end.

Prices and Distributions

The higher the Sharpe ratio, the better the portfolio’s historical risk-adjusted performance. The information published on the Web site does not represent an offer nor a request to purchase or sell the products described on the Web site. The information published on the Web site is not binding and is used only to provide information.

See the following article for more information about the size of ETFs. Yes, I understand the risks involved with investing in Short and Leveraged-ETFs. To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional. The Financial Times and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.

The data or material on this Web site is not an offer to provide, or a solicitation of any offer to buy or sell products or services in the United States of America. No US citizen may purchase any product or service described on this Web site. Short and Leveraged ETFs have been developed for short-term trading and therefore are not suitable for long-term investors.

We provide guidance with ETF comparisons, portfolio strategies, portfolio simulations and investment guides. None of the products listed on this Web site is available to US citizens. The Vanguard S&P 500 UCITS ETF Accumulating seeks to track the S&P 500® index. UBS could become the fourth biggest provider of ETFs in Europe and investors want equities – this is what’s happened in the exchange-trade… Share price information may be rounded up/down and therefore not entirely accurate.

This document should not be considered as an investment recommendation, a recommendation can only be provided by Vanguard Mexico upon completion of the relevant profiling and legal processes. This table shows the most recent ten NAV Price and Market Price for the Fund by date. All of the price data for the Fund can be exported using the Export button. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. We’d like to share more about how we work and what drives our day-to-day business.

Vanguard S&P 500 UCITS ETF (USD) Accumulating

We https://1investing.in/ a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks. Funds that concentrate on a relatively narrow market sector face the risk of higher share-price volatility. Stocks of companies are subject to national and regional political and economic risks and to the risk of currency fluctuations, these risks are especially high in emerging markets. Changes in exchange rates may have an adverse effect on the value, price or income of a fund.

A measure of how much of a portfolio’s performance can be explained by the returns from the overall market . If a portfolio’s total return precisely matched that of the overall market or benchmark, its R-squared would be 1.00. If a portfolio’s return bore no relationship to the market’s returns, its R-squared would be 0. Maintaining independence and editorial freedom is essential to our mission of empowering investor success.

R-Squared, Beta, Alpha, Standard Deviation, and Sharpe Ratio are displayed for the Fund. Definitions of these attributes are available by hovering over the label. Data will not display until three years after the Fund’s inception date. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VUAA’s performance objective and investment process is for both security selection and portfolio construction. Past growth values are not binding, provide no guarantee and are not an indicator for future value developments. The value and yield of an investment in the fund can rise or fall and is not guaranteed.

VUAA.L vs. VOO – Sharpe Ratio Comparison

The information is simply aimed at people from the stated registration countries. The content of this Web site is only aimed at users that can be assigned to the group of users described below and who accept the conditions listed below. It is essential that you read the following legal notes and conditions as well as the general legal terms and our data privacy rules carefully. The Vanguard S&P 500 UCITS ETF Accumulating invests in stocks with focus United States. This table shows the percentage of the Fund’s and Benchmark’s assets invested by sector. The difference between Fund and Benchmark is shown in the final Weight column of the table.

This chart shows Market Price, NAV Price, and Benchmark returns for the selected Fund. Average annual returns at month and quarter end display for the most recent one year, three year, five year, ten year and since inception ranges. Monthly, quarterly, annual, and cumulative performance is also available in additional chart tabs.

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends. The correlation between VUAA.L and VOO is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements.

Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. The year-to-date returns for both investments are quite close, with VUAA.L having a 8.78% return and VOO slightly higher at 9.19%. Over the past 10 years, VUAA.L has underperformed VOO with an annualized return of 11.13%, while VOO has yielded a comparatively higher 12.21% annualized return.

Market capitalization

This indicates that VUAA.L experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility. VUAA.L and VOO are both exchange-traded funds , meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUAA.L is a passively managed fund by Vanguard Group Limited that tracks the performance of the S&P 500 Index. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. Both VUAA.L and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Before you decide on investing in a product like this, make sure that you have understood how the index is calculated. Be aware that for holding periods longer than one day, the expected and the actual return can very significantly. This Fund seeks to track the performance of the Index, a widely recognised benchmark of U.S. stock market performance that is comprised of the stocks of large U.S. companies.

When autocomplete results are available use up and down arrows to review and enter to select. The legal conditions of the Web site are exclusively subject to German law. The court responsible for Stuttgart is exclusively responsible for all legal disputes relating to the legal conditions for this Web site.

Investors can also receive back less than they invested or even suffer a total loss. Purchase or investment decisions should only be made on the basis of the information contained in the relevant sales brochure. The information published on the Web site also does not represent investment advice or a recommendation to purchase or sell the products described on the Web site. Other institutional investors whose main activity is not recorded by those stated above.