AYEP.DE vs. DFAR
Compare and contrast key facts about iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) and Dimensional US Real Estate ETF (DFAR).
AYEP.DE and DFAR 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. DFAR is an actively managed fund by Dimensional Fund Advisors. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AYEP.DE or DFAR.
Correlation
The correlation between AYEP.DE and DFAR is 0.41, 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. DFAR - Performance Comparison
Key characteristics
AYEP.DE:
0.18
DFAR:
0.58
AYEP.DE:
0.34
DFAR:
0.87
AYEP.DE:
1.04
DFAR:
1.11
AYEP.DE:
0.08
DFAR:
0.38
AYEP.DE:
0.40
DFAR:
1.87
AYEP.DE:
5.08%
DFAR:
4.90%
AYEP.DE:
11.54%
DFAR:
15.85%
AYEP.DE:
-38.42%
DFAR:
-32.27%
AYEP.DE:
-22.04%
DFAR:
-8.70%
Returns By Period
The year-to-date returns for both stocks are quite close, with AYEP.DE having a 2.66% return and DFAR slightly lower at 2.62%.
AYEP.DE
2.66%
-0.75%
-3.15%
1.77%
-2.68%
N/A
DFAR
2.62%
2.23%
-2.71%
9.89%
N/A
N/A
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AYEP.DE vs. DFAR - Expense Ratio Comparison
AYEP.DE has a 0.59% expense ratio, which is higher than DFAR's 0.19% expense ratio.
Risk-Adjusted Performance
AYEP.DE vs. DFAR — Risk-Adjusted Performance Rank
AYEP.DE
DFAR
AYEP.DE vs. DFAR - 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 Dimensional US Real Estate ETF (DFAR). 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. DFAR - Dividend Comparison
AYEP.DE has not paid dividends to shareholders, while DFAR's dividend yield for the trailing twelve months is around 2.82%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AYEP.DE iShares Asia Property Yield UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
DFAR Dimensional US Real Estate ETF | 2.92% | 2.89% | 3.06% | 1.70% |
Drawdowns
AYEP.DE vs. DFAR - Drawdown Comparison
The maximum AYEP.DE drawdown since its inception was -38.42%, which is greater than DFAR's maximum drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for AYEP.DE and DFAR. For additional features, visit the drawdowns tool.
Volatility
AYEP.DE vs. DFAR - Volatility Comparison
The current volatility for iShares Asia Property Yield UCITS ETF USD Acc (AYEP.DE) is 3.49%, while Dimensional US Real Estate ETF (DFAR) has a volatility of 4.58%. This indicates that AYEP.DE experiences smaller price fluctuations and is considered to be less risky than DFAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.