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BIRDX vs. WPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BIRDX vs. WPC

Last updated May 12, 2025

Compare and contrast key facts about iShares Developed Real Estate Index Fund (BIRDX) and W. P. Carey Inc. (WPC).

BIRDX is managed by Blackrock. It was launched on Aug 12, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIRDX or WPC.

Correlation

The correlation between BIRDX and WPC is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

BIRDX vs. WPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Developed Real Estate Index Fund (BIRDX) and W. P. Carey Inc. (WPC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BIRDX:

9.84%

WPC:

21.23%

Max Drawdown

BIRDX:

-0.85%

WPC:

-52.45%

Current Drawdown

BIRDX:

-0.12%

WPC:

-16.47%

Returns By Period

BIRDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

WPC

YTD

15.07%

1M

6.79%

6M

12.32%

1Y

12.42%

5Y*

7.72%

10Y*

5.98%

*Annualized

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Risk-Adjusted Performance

BIRDX vs. WPC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BIRDX
The Risk-Adjusted Performance Rank of BIRDX is 88
Overall Rank
The Sharpe Ratio Rank of BIRDX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of BIRDX is 88
Sortino Ratio Rank
The Omega Ratio Rank of BIRDX is 66
Omega Ratio Rank
The Calmar Ratio Rank of BIRDX is 77
Calmar Ratio Rank
The Martin Ratio Rank of BIRDX is 1212
Martin Ratio Rank
WPC
The Risk-Adjusted Performance Rank of WPC is 7070
Overall Rank
The Sharpe Ratio Rank of WPC is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of WPC is 6969
Sortino Ratio Rank
The Omega Ratio Rank of WPC is 6464
Omega Ratio Rank
The Calmar Ratio Rank of WPC is 6969
Calmar Ratio Rank
The Martin Ratio Rank of WPC is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIRDX vs. WPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) and W. P. Carey Inc. (WPC). 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.

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Dividends

BIRDX vs. WPC - Dividend Comparison

BIRDX's dividend yield for the trailing twelve months is around 3.27%, less than WPC's 5.69% yield.

TTM20242023202220212020201920182017201620152014
BIRDX
iShares Developed Real Estate Index Fund		3.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WPC
W. P. Carey Inc.		5.69%6.41%6.17%5.43%5.13%5.91%5.17%6.26%5.82%6.65%6.49%5.26%

Drawdowns

BIRDX vs. WPC - Drawdown Comparison

The maximum BIRDX drawdown since its inception was -0.85%, smaller than the maximum WPC drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for BIRDX and WPC. For additional features, visit the drawdowns tool.

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Volatility

BIRDX vs. WPC - Volatility Comparison

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