BIRDX vs. IWDP.L
Compare and contrast key facts about iShares Developed Real Estate Index Fund (BIRDX) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L).
BIRDX is managed by Blackrock. It was launched on Aug 12, 2015. 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: BIRDX or IWDP.L.
Correlation
The correlation between BIRDX and IWDP.L is 0.69, 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
BIRDX vs. IWDP.L - Performance Comparison
Key characteristics
BIRDX:
0.16
IWDP.L:
0.05
BIRDX:
0.30
IWDP.L:
0.15
BIRDX:
1.04
IWDP.L:
1.02
BIRDX:
0.09
IWDP.L:
0.02
BIRDX:
0.50
IWDP.L:
0.13
BIRDX:
4.34%
IWDP.L:
4.57%
BIRDX:
13.89%
IWDP.L:
11.67%
BIRDX:
-43.03%
IWDP.L:
-62.78%
BIRDX:
-16.47%
IWDP.L:
-19.07%
Returns By Period
In the year-to-date period, BIRDX achieves a 0.47% return, which is significantly higher than IWDP.L's -0.48% return.
BIRDX
0.47%
-5.31%
4.36%
1.53%
-0.41%
N/A
IWDP.L
-0.48%
-2.30%
7.30%
1.82%
-2.79%
1.55%
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BIRDX vs. IWDP.L - Expense Ratio Comparison
BIRDX has a 0.19% expense ratio, which is lower than IWDP.L's 0.59% expense ratio.
Risk-Adjusted Performance
BIRDX vs. IWDP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) 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
BIRDX vs. IWDP.L - Dividend Comparison
BIRDX's dividend yield for the trailing twelve months is around 3.78%, more than IWDP.L's 3.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRDX iShares Developed Real Estate Index Fund | 3.78% | 3.00% | 1.24% | 3.62% | 1.79% | 6.58% | 4.13% | 4.36% | 2.21% | 1.38% | 0.00% | 0.00% |
IWDP.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP | 3.13% | 3.14% | 3.55% | 2.17% | 3.11% | 3.02% | 3.81% | 3.05% | 2.97% | 2.93% | 2.64% | 3.13% |
Drawdowns
BIRDX vs. IWDP.L - Drawdown Comparison
The maximum BIRDX drawdown since its inception was -43.03%, smaller than the maximum IWDP.L drawdown of -62.78%. Use the drawdown chart below to compare losses from any high point for BIRDX and IWDP.L. For additional features, visit the drawdowns tool.
Volatility
BIRDX vs. IWDP.L - Volatility Comparison
iShares Developed Real Estate Index Fund (BIRDX) has a higher volatility of 4.19% compared to iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L) at 3.37%. This indicates that BIRDX'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.