DPYA.L vs. SCHH
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF USD (Acc) (DPYA.L) and Schwab US REIT ETF (SCHH).
DPYA.L and SCHH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DPYA.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on May 10, 2018. SCHH is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Select REIT Index. It was launched on Jan 13, 2011. Both DPYA.L and SCHH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DPYA.L or SCHH.
Key characteristics
DPYA.L | SCHH | |
---|---|---|
YTD Return | -5.29% | -4.95% |
1Y Return | 1.88% | 4.10% |
3Y Return (Ann) | -4.87% | -1.27% |
5Y Return (Ann) | -0.73% | 0.23% |
Sharpe Ratio | 0.18 | 0.27 |
Daily Std Dev | 17.12% | 18.58% |
Max Drawdown | -42.96% | -44.22% |
Current Drawdown | -21.82% | -20.73% |
Correlation
The correlation between DPYA.L and SCHH is 0.58, 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
DPYA.L vs. SCHH - Performance Comparison
In the year-to-date period, DPYA.L achieves a -5.29% return, which is significantly lower than SCHH's -4.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DPYA.L vs. SCHH - Expense Ratio Comparison
DPYA.L has a 0.59% expense ratio, which is higher than SCHH's 0.07% expense ratio.
Risk-Adjusted Performance
DPYA.L vs. SCHH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS ETF USD (Acc) (DPYA.L) and Schwab US REIT ETF (SCHH). 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
DPYA.L vs. SCHH - Dividend Comparison
DPYA.L has not paid dividends to shareholders, while SCHH's dividend yield for the trailing twelve months is around 3.37%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Developed Markets Property Yield UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Schwab US REIT ETF | 3.37% | 3.24% | 2.55% | 1.50% | 2.86% | 2.86% | 3.66% | 2.22% | 2.81% | 2.48% | 2.18% | 2.59% |
Drawdowns
DPYA.L vs. SCHH - Drawdown Comparison
The maximum DPYA.L drawdown since its inception was -42.96%, roughly equal to the maximum SCHH drawdown of -44.22%. Use the drawdown chart below to compare losses from any high point for DPYA.L and SCHH. For additional features, visit the drawdowns tool.
Volatility
DPYA.L vs. SCHH - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS ETF USD (Acc) (DPYA.L) is 4.07%, while Schwab US REIT ETF (SCHH) has a volatility of 4.53%. This indicates that DPYA.L experiences smaller price fluctuations and is considered to be less risky than SCHH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.