DPYE.L vs. VNQ
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) (DPYE.L) and Vanguard Real Estate ETF (VNQ).
DPYE.L and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DPYE.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Dividend+ (EUR Hedged). It was launched on Mar 5, 2018. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both DPYE.L and VNQ 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: DPYE.L or VNQ.
Key characteristics
| DPYE.L | VNQ | |
|---|---|---|
| YTD Return | -4.22% | -7.03% |
| 1Y Return | 3.14% | 3.36% |
| 3Y Return (Ann) | -3.90% | -2.59% |
| 5Y Return (Ann) | -1.43% | 2.47% |
| Sharpe Ratio | 0.15 | 0.16 |
| Daily Std Dev | 16.04% | 18.77% |
| Max Drawdown | -41.46% | -73.07% |
| Current Drawdown | -21.65% | -23.31% |
Correlation
The correlation between DPYE.L and VNQ is 0.55, 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
DPYE.L vs. VNQ - Performance Comparison
In the year-to-date period, DPYE.L achieves a -4.22% return, which is significantly higher than VNQ's -7.03% 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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DPYE.L vs. VNQ - Expense Ratio Comparison
DPYE.L has a 0.64% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
DPYE.L vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) (DPYE.L) and Vanguard Real Estate ETF (VNQ). 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
DPYE.L vs. VNQ - Dividend Comparison
DPYE.L has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 4.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPYE.L iShares Developed Markets Property Yield UCITS ETF EUR Hedged (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% |
VNQ Vanguard Real Estate ETF | 4.24% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
DPYE.L vs. VNQ - Drawdown Comparison
The maximum DPYE.L drawdown since its inception was -41.46%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for DPYE.L and VNQ. For additional features, visit the drawdowns tool.
Volatility
DPYE.L vs. VNQ - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) (DPYE.L) is 5.39%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.95%. This indicates that DPYE.L experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.