BIREX vs. VWRL.AS
Compare and contrast key facts about BlackRock Real Estate Securities Fund (BIREX) and Vanguard FTSE All-World UCITS ETF (VWRL.AS).
BIREX is managed by Blackrock. It was launched on Sep 28, 2012. VWRL.AS is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIREX or VWRL.AS.
Correlation
The correlation between BIREX and VWRL.AS is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BIREX vs. VWRL.AS - Performance Comparison
Key characteristics
BIREX:
0.16
VWRL.AS:
2.36
BIREX:
0.32
VWRL.AS:
3.16
BIREX:
1.04
VWRL.AS:
1.48
BIREX:
0.09
VWRL.AS:
3.16
BIREX:
0.58
VWRL.AS:
15.03
BIREX:
4.27%
VWRL.AS:
1.70%
BIREX:
15.40%
VWRL.AS:
10.75%
BIREX:
-41.92%
VWRL.AS:
-33.27%
BIREX:
-16.88%
VWRL.AS:
-1.25%
Returns By Period
In the year-to-date period, BIREX achieves a -1.28% return, which is significantly lower than VWRL.AS's 0.81% return. Over the past 10 years, BIREX has underperformed VWRL.AS with an annualized return of 3.11%, while VWRL.AS has yielded a comparatively higher 10.72% annualized return.
BIREX
-1.28%
-6.83%
4.84%
3.20%
3.34%
3.11%
VWRL.AS
0.81%
-0.72%
8.50%
25.96%
11.28%
10.72%
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BIREX vs. VWRL.AS - Expense Ratio Comparison
BIREX has a 0.75% expense ratio, which is higher than VWRL.AS's 0.22% expense ratio.
Risk-Adjusted Performance
BIREX vs. VWRL.AS — Risk-Adjusted Performance Rank
BIREX
VWRL.AS
BIREX vs. VWRL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Real Estate Securities Fund (BIREX) and Vanguard FTSE All-World UCITS ETF (VWRL.AS). 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
BIREX vs. VWRL.AS - Dividend Comparison
BIREX's dividend yield for the trailing twelve months is around 2.92%, more than VWRL.AS's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIREX BlackRock Real Estate Securities Fund | 2.92% | 2.88% | 2.87% | 2.88% | 1.63% | 2.72% | 1.64% | 3.08% | 1.84% | 1.63% | 1.62% | 1.33% |
VWRL.AS Vanguard FTSE All-World UCITS ETF | 1.46% | 1.47% | 1.74% | 2.10% | 1.43% | 1.56% | 1.89% | 2.24% | 1.93% | 1.95% | 2.03% | 2.06% |
Drawdowns
BIREX vs. VWRL.AS - Drawdown Comparison
The maximum BIREX drawdown since its inception was -41.92%, which is greater than VWRL.AS's maximum drawdown of -33.27%. Use the drawdown chart below to compare losses from any high point for BIREX and VWRL.AS. For additional features, visit the drawdowns tool.
Volatility
BIREX vs. VWRL.AS - Volatility Comparison
BlackRock Real Estate Securities Fund (BIREX) has a higher volatility of 5.39% compared to Vanguard FTSE All-World UCITS ETF (VWRL.AS) at 3.01%. This indicates that BIREX's price experiences larger fluctuations and is considered to be riskier than VWRL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.