AYEP.DE vs. AYEM.DE
Compare and contrast key facts about iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) (AYEM.DE).
AYEP.DE and AYEM.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AYEP.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Asia Dividend+. It was launched on Dec 12, 2018. AYEM.DE is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets IMI ESG Screened. It was launched on Oct 19, 2018. Both AYEP.DE and AYEM.DE 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: AYEP.DE or AYEM.DE.
Key characteristics
| AYEP.DE | AYEM.DE | |
|---|---|---|
| YTD Return | -1.27% | 8.44% |
| 1Y Return | -5.35% | 14.93% |
| 3Y Return (Ann) | -3.87% | -0.40% |
| 5Y Return (Ann) | -3.22% | 4.86% |
| Sharpe Ratio | -0.50 | 1.09 |
| Daily Std Dev | 12.02% | 12.42% |
| Max Drawdown | -38.42% | -31.19% |
| Current Drawdown | -21.70% | -8.15% |
Correlation
The correlation between AYEP.DE and AYEM.DE is 0.55, 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
AYEP.DE vs. AYEM.DE - Performance Comparison
In the year-to-date period, AYEP.DE achieves a -1.27% return, which is significantly lower than AYEM.DE's 8.44% 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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AYEP.DE vs. AYEM.DE - Expense Ratio Comparison
AYEP.DE has a 0.59% expense ratio, which is higher than AYEM.DE's 0.18% expense ratio.
Risk-Adjusted Performance
AYEP.DE vs. AYEM.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) (AYEM.DE). 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
AYEP.DE vs. AYEM.DE - Dividend Comparison
Neither AYEP.DE nor AYEM.DE has paid dividends to shareholders.
Drawdowns
AYEP.DE vs. AYEM.DE - Drawdown Comparison
The maximum AYEP.DE drawdown since its inception was -38.42%, which is greater than AYEM.DE's maximum drawdown of -31.19%. Use the drawdown chart below to compare losses from any high point for AYEP.DE and AYEM.DE. For additional features, visit the drawdowns tool.
Volatility
AYEP.DE vs. AYEM.DE - Volatility Comparison
iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) (AYEM.DE) have volatilities of 4.45% and 4.53%, 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.