EPRA.L vs. IWDP.L

Last updated Jun 5, 2026

EPRA.L (Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR) and IWDP.L (iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP) are both REIT funds tracking the FTSE EPRA Nareit Global TR USD, from Amundi and iShares respectively. Both are passively managed. Over the past 5 years, EPRA.L returned 2.03%/yr vs 1.76%/yr for IWDP.L. With a 0.96 correlation, they move nearly in lockstep. EPRA.L charges 0.10%/yr vs 0.59%/yr for IWDP.L.

Performance

EPRA.L vs. IWDP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with EPRA.L having a 6.79% return and IWDP.L slightly higher at 6.86%.

EPRA.L

• 1D: 0.23%
• 1M: -0.61%
• YTD: 6.79%
• 6M: 6.50%
• 1Y: 12.77%
• 3Y*: 6.12%
• 5Y*: 2.03%
• 10Y*: —

IWDP.L

• 1D: 0.24%
• 1M: -0.19%
• YTD: 6.86%
• 6M: 7.06%
• 1Y: 11.51%
• 3Y*: 5.75%
• 5Y*: 1.76%
• 10Y*: 3.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPRA.L vs. IWDP.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EPRA.L Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR	6.79%	3.12%	1.31%	4.40%	-16.02%	27.84%	-11.99%	17.30%	-0.56%	0.64%
IWDP.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP	6.86%	1.71%	1.22%	4.00%	-14.93%	26.93%	-12.50%	17.31%	-0.09%	0.58%

Correlation

The correlation between EPRA.L and IWDP.L is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (5Y) Calculated over the trailing 5-year period	0.97
Correlation (All Time) Calculated using the full available price history since Jun 30, 2017	0.96

The correlation between EPRA.L and IWDP.L shifts across timeframes, from 0.86 (1 year) to 0.96 (5 years), reflecting how their relationship changes across market environments.

EPRA.L vs. IWDP.L - Sectors Allocation Comparison

Sectors	EPRA.L	IWDP.L
Real Estate	99.6%	100.0%
Technology	0.4%	-
Financial Services	0.1%	0.1%
Industrials	0.0%	-
Consumer Cyclical	0.0%	0.0%
Communication Services	0.0%	-
Healthcare	0.0%	-
Basic Materials	0.0%	-
Consumer Defensive	0.0%	-
Energy	0.0%	-
Utilities	0.0%	-

Return for Risk

EPRA.L vs. IWDP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPRA.L

EPRA.L Risk / Return Rank: 33
EPRA.L Sharpe Ratio Rank: 35
EPRA.L Sortino Ratio Rank: 35
EPRA.L Omega Ratio Rank: 33
EPRA.L Calmar Ratio Rank: 29
EPRA.L Martin Ratio Rank: 34

IWDP.L

IWDP.L Risk / Return Rank: 29
IWDP.L Sharpe Ratio Rank: 30
IWDP.L Sortino Ratio Rank: 29
IWDP.L Omega Ratio Rank: 27
IWDP.L Calmar Ratio Rank: 28
IWDP.L Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPRA.L vs. IWDP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L). 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.

	EPRA.L	IWDP.L	Difference
Sharpe ratio: Return per unit of total volatility	1.21	1.05	+0.16
Sortino ratio: Return per unit of downside risk	1.80	1.55	+0.25
Omega ratio: Gain probability vs. loss probability	1.22	1.18	+0.03
Calmar ratio: Return relative to maximum drawdown	1.42	1.33	+0.09
Martin ratio: Return relative to average drawdown	5.00	4.13	+0.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EPRA.L vs. IWDP.L - Sharpe Ratio Comparison

The current EPRA.L Sharpe Ratio is 1.21, which is comparable to the IWDP.L Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of EPRA.L and IWDP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EPRA.L	IWDP.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.21	1.05	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.15	0.13	+0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.26	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	0.26	-0.07

Drawdowns

EPRA.L vs. IWDP.L - Drawdown Comparison

The maximum EPRA.L drawdown since its inception was -35.65%, smaller than the maximum IWDP.L drawdown of -58.29%. Use the drawdown chart below to compare losses from any high point for EPRA.L and IWDP.L.

Drawdown Indicators

	EPRA.L	IWDP.L	Difference
Max Drawdown Largest peak-to-trough decline	-35.65%	-58.29%	+22.64%
Max Drawdown (1Y) Largest decline over 1 year	-8.95%	-8.61%	-0.34%
Max Drawdown (3Y) Largest decline over 3 years	-17.01%	-16.50%	-0.51%
Max Drawdown (5Y) Largest decline over 5 years	-26.59%	-26.31%	-0.28%
Max Drawdown (10Y) Largest decline over 10 years	—	-35.66%	—
Current Drawdown Current decline from peak	-3.51%	-3.40%	-0.11%
Average Drawdown Average peak-to-trough decline	-9.83%	-11.23%	+1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.55%	2.78%	-0.23%

Volatility

EPRA.L vs. IWDP.L - Volatility Comparison

Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) has a higher volatility of 3.19% compared to iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L) at 3.00%. This indicates that EPRA.L's price experiences larger fluctuations and is considered to be riskier than IWDP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EPRA.L	IWDP.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.19%	3.00%	+0.19%
Volatility (6M) Calculated over the trailing 6-month period	8.50%	8.45%	+0.05%
Volatility (1Y) Calculated over the trailing 1-year period	10.52%	10.89%	-0.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.74%	13.76%	-0.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.50%	15.54%	-0.04%

EPRA.L vs. IWDP.L - Expense Ratio Comparison

EPRA.L has a 0.10% expense ratio, which is lower than IWDP.L's 0.59% expense ratio.

Dividends

EPRA.L vs. IWDP.L - Dividend Comparison

EPRA.L has not paid dividends to shareholders, while IWDP.L's dividend yield for the trailing twelve months is around 3.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPRA.L Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR	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.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP	3.03%	3.13%	3.17%	3.14%	3.56%	2.17%	3.11%	3.03%	3.82%	3.05%	2.96%	2.93%

Frequently Asked Questions

Can I hold both EPRA.L and IWDP.L in my portfolio?

EPRA.L and IWDP.L have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EPRA.L or IWDP.L?

On fees, EPRA.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EPRA.L or IWDP.L?

EPRA.L is cheaper with a 0.10% expense ratio, compared with 0.59% for IWDP.L.

What is the main difference between EPRA.L and IWDP.L?

Both ETFs track FTSE EPRA Nareit Global TR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.10% for EPRA.L and 0.59% for IWDP.L.