BIPS.L vs. SEDY.L
BIPS.L (Invesco Bond Income Plus Limited) is a stock, while SEDY.L (iShares Emerging Markets Dividend UCITS ETF) is Emerging Markets Equities fund tracking the MSCI EM NR USD. Over the past 10 years, BIPS.L returned 43.24%/yr vs 8.20%/yr for SEDY.L. At a 0.11 correlation, their price movements are largely independent.
Performance
BIPS.L vs. SEDY.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BIPS.L achieves a 2.10% return, which is significantly lower than SEDY.L's 10.72% return. Over the past 10 years, BIPS.L has outperformed SEDY.L with an annualized return of 43.24%, while SEDY.L has yielded a comparatively lower 8.20% annualized return.
BIPS.L
- 1D
- -0.14%
- 1M
- 0.58%
- YTD
- 2.10%
- 6M
- 2.10%
- 1Y
- 7.63%
- 3Y*
- 9.40%
- 5Y*
- 5.57%
- 10Y*
- 43.24%
SEDY.L
- 1D
- -0.38%
- 1M
- -2.29%
- YTD
- 10.72%
- 6M
- 10.91%
- 1Y
- 29.35%
- 3Y*
- 17.66%
- 5Y*
- 5.46%
- 10Y*
- 8.20%
BIPS.L vs. SEDY.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 2.10% | 8.04% | 8.84% | 10.52% | -5.13% | 4.18% | 1.80% | 2,367.89% | -7.60% | 9.93% |
SEDY.L iShares Emerging Markets Dividend UCITS ETF | 10.72% | 18.69% | 8.71% | 13.01% | -22.64% | 12.64% | -5.85% | 10.44% | 0.26% | 14.72% |
Correlation
The correlation between BIPS.L and SEDY.L is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2011 | 0.11 |
The correlation between BIPS.L and SEDY.L shifts across timeframes, from -0.01 (3 years) to 0.11 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BIPS.L vs. SEDY.L — Risk / Return Rank
BIPS.L
SEDY.L
BIPS.L vs. SEDY.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bond Income Plus Limited (BIPS.L) and iShares Emerging Markets Dividend UCITS ETF (SEDY.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.
| BIPS.L | SEDY.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.45 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.81 | 5.95 | -3.14 |
| Martin ratioReturn relative to average drawdown | 10.33 | 15.57 | -5.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BIPS.L | SEDY.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 2.53 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.37 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.51 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.29 | -0.18 |
Drawdowns
BIPS.L vs. SEDY.L - Drawdown Comparison
The maximum BIPS.L drawdown since its inception was -93.59%, which is greater than SEDY.L's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for BIPS.L and SEDY.L.
Loading charts...
Drawdown Indicators
| BIPS.L | SEDY.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.59% | -43.56% | -50.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.70% | -4.86% | +2.16% |
Max Drawdown (3Y)Largest decline over 3 years | -4.72% | -11.92% | +7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -29.66% | +6.27% |
Max Drawdown (10Y)Largest decline over 10 years | -38.38% | -30.39% | -7.99% |
Current DrawdownCurrent decline from peak | -0.29% | -3.28% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -12.16% | +6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 1.86% | -1.12% |
Volatility
BIPS.L vs. SEDY.L - Volatility Comparison
The current volatility for Invesco Bond Income Plus Limited (BIPS.L) is 1.19%, while iShares Emerging Markets Dividend UCITS ETF (SEDY.L) has a volatility of 4.19%. This indicates that BIPS.L experiences smaller price fluctuations and is considered to be less risky than SEDY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BIPS.L | SEDY.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 4.19% | -3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 9.07% | -5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.04% | 11.43% | -6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 14.75% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.79% | 16.22% | +611.57% |
Dividends
BIPS.L vs. SEDY.L - Dividend Comparison
BIPS.L's dividend yield for the trailing twelve months is around 7.10%, more than SEDY.L's 5.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIPS.L Invesco Bond Income Plus Limited | 7.10% | 7.00% | 6.61% | 6.73% | 6.70% | 5.61% | 5.27% | 98.33% | 5.71% | 5.01% | 5.24% | 5.53% |
SEDY.L iShares Emerging Markets Dividend UCITS ETF | 5.28% | 5.72% | 7.74% | 7.98% | 9.33% | 6.41% | 5.11% | 5.84% | 5.54% | 4.08% | 4.25% | 6.31% |
Frequently Asked Questions
BIPS.L and SEDY.L have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for BIPS.L and SEDY.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer