DPYG.L vs. VNQ
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist) (DPYG.L) and Vanguard Real Estate ETF (VNQ).
DPYG.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. DPYG.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Dividend+ (GBP 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 DPYG.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: DPYG.L or VNQ.
Key characteristics
| DPYG.L | VNQ | |
|---|---|---|
| YTD Return | -3.13% | -5.39% |
| 1Y Return | 5.48% | 5.34% |
| 3Y Return (Ann) | -2.45% | -1.59% |
| 5Y Return (Ann) | -0.87% | 2.83% |
| Sharpe Ratio | 0.37 | 0.22 |
| Daily Std Dev | 15.93% | 18.86% |
| Max Drawdown | -42.55% | -73.07% |
| Current Drawdown | -19.17% | -21.96% |
Correlation
The correlation between DPYG.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
DPYG.L vs. VNQ - Performance Comparison
In the year-to-date period, DPYG.L achieves a -3.13% return, which is significantly higher than VNQ's -5.39% 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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DPYG.L vs. VNQ - Expense Ratio Comparison
DPYG.L has a 0.64% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
DPYG.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 GBP Hedged (Dist) (DPYG.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
DPYG.L vs. VNQ - Dividend Comparison
DPYG.L's dividend yield for the trailing twelve months is around 3.19%, less than VNQ's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPYG.L iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist) | 3.19% | 3.00% | 3.71% | 2.13% | 2.98% | 2.95% | 2.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.17% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
DPYG.L vs. VNQ - Drawdown Comparison
The maximum DPYG.L drawdown since its inception was -42.55%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for DPYG.L and VNQ. For additional features, visit the drawdowns tool.
Volatility
DPYG.L vs. VNQ - Volatility Comparison
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist) (DPYG.L) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.56% and 4.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.