EWL vs. IDAP.L
Compare and contrast key facts about iShares MSCI Switzerland ETF (EWL) and iShares Asia Pacific Dividend UCITS (IDAP.L).
EWL and IDAP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWL is a passively managed fund by iShares that tracks the performance of the MSCI Switzerland Index. It was launched on Mar 12, 1996. IDAP.L is a passively managed fund by iShares that tracks the performance of the MSCI AC Asia Pacific NR USD. It was launched on Jun 2, 2006. Both EWL and IDAP.L 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: EWL or IDAP.L.
Correlation
The correlation between EWL and IDAP.L is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EWL vs. IDAP.L - Performance Comparison
Key characteristics
EWL:
1.11
IDAP.L:
0.27
EWL:
1.59
IDAP.L:
0.49
EWL:
1.21
IDAP.L:
1.06
EWL:
1.29
IDAP.L:
0.25
EWL:
3.10
IDAP.L:
0.77
EWL:
5.62%
IDAP.L:
5.93%
EWL:
15.74%
IDAP.L:
16.64%
EWL:
-51.62%
IDAP.L:
-69.19%
EWL:
-1.06%
IDAP.L:
-7.52%
Returns By Period
In the year-to-date period, EWL achieves a 15.23% return, which is significantly higher than IDAP.L's -0.13% return. Over the past 10 years, EWL has outperformed IDAP.L with an annualized return of 6.58%, while IDAP.L has yielded a comparatively lower 1.96% annualized return.
EWL
15.23%
-0.04%
4.29%
17.35%
9.62%
6.58%
IDAP.L
-0.13%
-1.12%
-3.11%
4.50%
9.72%
1.96%
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EWL vs. IDAP.L - Expense Ratio Comparison
EWL has a 0.50% expense ratio, which is lower than IDAP.L's 0.59% expense ratio.
Risk-Adjusted Performance
EWL vs. IDAP.L — Risk-Adjusted Performance Rank
EWL
IDAP.L
EWL vs. IDAP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Switzerland ETF (EWL) and iShares Asia Pacific Dividend UCITS (IDAP.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.
Dividends
EWL vs. IDAP.L - Dividend Comparison
EWL's dividend yield for the trailing twelve months is around 1.92%, less than IDAP.L's 5.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWL iShares MSCI Switzerland ETF | 1.92% | 2.21% | 2.12% | 2.04% | 1.73% | 1.45% | 1.85% | 2.56% | 2.05% | 2.75% | 2.58% | 2.49% |
IDAP.L iShares Asia Pacific Dividend UCITS | 5.20% | 5.36% | 5.72% | 6.92% | 5.59% | 3.49% | 5.52% | 6.04% | 4.55% | 4.54% | 5.47% | 5.61% |
Drawdowns
EWL vs. IDAP.L - Drawdown Comparison
The maximum EWL drawdown since its inception was -51.62%, smaller than the maximum IDAP.L drawdown of -69.19%. Use the drawdown chart below to compare losses from any high point for EWL and IDAP.L. For additional features, visit the drawdowns tool.
Volatility
EWL vs. IDAP.L - Volatility Comparison
The current volatility for iShares MSCI Switzerland ETF (EWL) is 9.71%, while iShares Asia Pacific Dividend UCITS (IDAP.L) has a volatility of 10.78%. This indicates that EWL experiences smaller price fluctuations and is considered to be less risky than IDAP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.