BBOX.L vs. IWDP.L
Compare and contrast key facts about Tritax Big Box REIT plc (BBOX.L) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L).
IWDP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Oct 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBOX.L or IWDP.L.
Correlation
The correlation between BBOX.L and IWDP.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
BBOX.L vs. IWDP.L - Performance Comparison
Key characteristics
BBOX.L:
-0.07
IWDP.L:
0.39
BBOX.L:
0.06
IWDP.L:
0.63
BBOX.L:
1.01
IWDP.L:
1.07
BBOX.L:
-0.04
IWDP.L:
0.17
BBOX.L:
-0.15
IWDP.L:
1.29
BBOX.L:
9.95%
IWDP.L:
3.52%
BBOX.L:
22.47%
IWDP.L:
11.56%
BBOX.L:
-48.58%
IWDP.L:
-62.78%
BBOX.L:
-36.72%
IWDP.L:
-20.21%
Returns By Period
In the year-to-date period, BBOX.L achieves a 4.14% return, which is significantly higher than IWDP.L's 0.02% return. Over the past 10 years, BBOX.L has outperformed IWDP.L with an annualized return of 10.90%, while IWDP.L has yielded a comparatively lower 1.08% annualized return.
BBOX.L
4.14%
-4.69%
-13.26%
-0.86%
5.14%
10.90%
IWDP.L
0.02%
-1.98%
-3.43%
4.49%
-2.23%
1.08%
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Risk-Adjusted Performance
BBOX.L vs. IWDP.L — Risk-Adjusted Performance Rank
BBOX.L
IWDP.L
BBOX.L vs. IWDP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tritax Big Box REIT plc (BBOX.L) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.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
BBOX.L vs. IWDP.L - Dividend Comparison
BBOX.L's dividend yield for the trailing twelve months is around 5.45%, more than IWDP.L's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBOX.L Tritax Big Box REIT plc | 5.32% | 5.67% | 78.29% | 125.85% | 2.62% | 3.81% | 4.59% | 251.98% | 213.70% | 226.92% | 104.01% | 143.15% |
IWDP.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP | 3.20% | 3.18% | 3.14% | 3.55% | 2.17% | 3.11% | 3.02% | 3.81% | 3.05% | 2.97% | 2.93% | 2.64% |
Drawdowns
BBOX.L vs. IWDP.L - Drawdown Comparison
The maximum BBOX.L drawdown since its inception was -48.58%, smaller than the maximum IWDP.L drawdown of -62.78%. Use the drawdown chart below to compare losses from any high point for BBOX.L and IWDP.L. For additional features, visit the drawdowns tool.
Volatility
BBOX.L vs. IWDP.L - Volatility Comparison
Tritax Big Box REIT plc (BBOX.L) has a higher volatility of 6.55% compared to iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L) at 2.60%. This indicates that BBOX.L's price experiences larger fluctuations and is considered to be riskier than IWDP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.