CSPX.AS vs. IWDP.AS
CSPX.AS (iShares Core S&P 500 UCITS ETF) and IWDP.AS (iShares Developed Markets Property Yield UCITS ETF USD (Dist)) are both exchange-traded funds - CSPX.AS is a S&P 500 fund tracking the S&P 500 Index, while IWDP.AS is a REIT fund tracking the FTSE EPRA Nareit Global TR USD. Both are passively managed. Over the past 10 years, CSPX.AS returned 14.32%/yr vs 2.67%/yr for IWDP.AS. A 0.59 correlation means they provide meaningful diversification when combined. CSPX.AS charges 0.07%/yr vs 0.59%/yr for IWDP.AS.
Performance
CSPX.AS vs. IWDP.AS - Performance Comparison
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Returns By Period
In the year-to-date period, CSPX.AS achieves a 11.90% return, which is significantly lower than IWDP.AS's 14.46% return. Over the past 10 years, CSPX.AS has outperformed IWDP.AS with an annualized return of 14.32%, while IWDP.AS has yielded a comparatively lower 2.67% annualized return.
CSPX.AS
- 1D
- -1.23%
- 1M
- 0.78%
- 6M
- 9.48%
- YTD
- 11.90%
- 1Y
- 21.55%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.32%
IWDP.AS
- 1D
- 0.00%
- 1M
- 4.02%
- 6M
- 9.55%
- YTD
- 14.46%
- 1Y
- 16.56%
- 3Y*
- 8.18%
- 5Y*
- 1.66%
- 10Y*
- 2.67%
CSPX.AS vs. IWDP.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 11.90% | 4.00% | 33.87% | 22.28% | -14.24% | 40.26% | 7.72% | 32.99% | -0.36% | 7.13% |
IWDP.AS iShares Developed Markets Property Yield UCITS ETF USD (Dist) | 14.46% | -3.33% | 6.79% | 5.38% | -19.61% | 36.11% | -17.19% | 23.60% | -1.01% | -2.62% |
Correlation
The correlation between CSPX.AS and IWDP.AS is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 19, 2010 | 0.60 |
Over the past year, the correlation between CSPX.AS and IWDP.AS has dropped to 0.31 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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Return for Risk
CSPX.AS vs. IWDP.AS — Risk / Return Rank
CSPX.AS
IWDP.AS
CSPX.AS vs. IWDP.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF (CSPX.AS) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSPX.AS | IWDP.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.27 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.18 | +0.81 |
| Martin ratioReturn relative to average drawdown | 10.57 | 6.88 | +3.69 |
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Drawdowns
CSPX.AS vs. IWDP.AS - Drawdown Comparison
The maximum CSPX.AS drawdown since its inception was -33.65%, smaller than the maximum IWDP.AS drawdown of -74.82%. Use the drawdown chart below to compare losses from any high point for CSPX.AS and IWDP.AS.
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Drawdown Indicators
| CSPX.AS | IWDP.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.65% | -74.82% | +41.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.11% | -7.55% | +0.44% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -19.92% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.37% | -29.88% | +6.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -41.55% | +7.90% |
Current DrawdownCurrent decline from peak | -1.38% | -1.39% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -21.13% | +17.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 2.40% | -0.38% |
Volatility
CSPX.AS vs. IWDP.AS - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF (CSPX.AS) is 3.01%, while iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) has a volatility of 3.51%. This indicates that CSPX.AS experiences smaller price fluctuations and is considered to be less risky than IWDP.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSPX.AS | IWDP.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 3.51% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 8.74% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.57% | 11.15% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.20% | 14.52% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 16.00% | +0.06% |
CSPX.AS vs. IWDP.AS - Expense Ratio Comparison
CSPX.AS has a 0.07% expense ratio, which is lower than IWDP.AS's 0.59% expense ratio.
Dividends
CSPX.AS vs. IWDP.AS - Dividend Comparison
CSPX.AS has not paid dividends to shareholders, while IWDP.AS's dividend yield for the trailing twelve months is around 2.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSPX.AS iShares Core S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWDP.AS iShares Developed Markets Property Yield UCITS ETF USD (Dist) | 2.84% | 3.20% | 3.10% | 3.15% | 3.70% | 2.11% | 3.18% | 2.91% | 3.87% | 3.11% | 3.06% | 2.96% |
Frequently Asked Questions
CSPX.AS and IWDP.AS have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSPX.AS is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSPX.AS is cheaper with a 0.07% expense ratio, compared with 0.59% for IWDP.AS.
CSPX.AS is categorized as S&P 500, while IWDP.AS is REIT. CSPX.AS tracks S&P 500 Index, while IWDP.AS tracks FTSE EPRA Nareit Global TR USD. Their fees differ too: 0.07% for CSPX.AS and 0.59% for IWDP.AS.
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