HTWN.L vs. PSRF.L
Compare and contrast key facts about HSBC MSCI Taiwan Capped UCITS ETF USD (HTWN.L) and Invesco FTSE RAFI US 1000 UCITS ETF (PSRF.L).
HTWN.L and PSRF.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTWN.L is a passively managed fund by HSBC that tracks the performance of the MSCI Taiwan NR USD. It was launched on Mar 28, 2011. PSRF.L is a passively managed fund by Invesco that tracks the performance of the Russell 1000 Value TR USD. It was launched on Nov 12, 2007. Both HTWN.L and PSRF.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: HTWN.L or PSRF.L.
Correlation
The correlation between HTWN.L and PSRF.L is 0.52, 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
HTWN.L vs. PSRF.L - Performance Comparison
Key characteristics
HTWN.L:
1.22
PSRF.L:
1.89
HTWN.L:
1.67
PSRF.L:
2.92
HTWN.L:
1.22
PSRF.L:
1.36
HTWN.L:
1.56
PSRF.L:
3.45
HTWN.L:
5.10
PSRF.L:
9.52
HTWN.L:
5.32%
PSRF.L:
2.05%
HTWN.L:
22.12%
PSRF.L:
10.34%
HTWN.L:
-32.63%
PSRF.L:
-38.35%
HTWN.L:
-3.39%
PSRF.L:
-1.01%
Returns By Period
In the year-to-date period, HTWN.L achieves a 1.91% return, which is significantly lower than PSRF.L's 4.90% return. Over the past 10 years, HTWN.L has outperformed PSRF.L with an annualized return of 14.37%, while PSRF.L has yielded a comparatively lower 12.89% annualized return.
HTWN.L
1.91%
-1.67%
8.17%
26.14%
16.99%
14.37%
PSRF.L
4.90%
-0.52%
12.85%
19.60%
13.25%
12.89%
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HTWN.L vs. PSRF.L - Expense Ratio Comparison
HTWN.L has a 0.50% expense ratio, which is higher than PSRF.L's 0.39% expense ratio.
Risk-Adjusted Performance
HTWN.L vs. PSRF.L — Risk-Adjusted Performance Rank
HTWN.L
PSRF.L
HTWN.L vs. PSRF.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI Taiwan Capped UCITS ETF USD (HTWN.L) and Invesco FTSE RAFI US 1000 UCITS ETF (PSRF.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
HTWN.L vs. PSRF.L - Dividend Comparison
HTWN.L's dividend yield for the trailing twelve months is around 1.55%, more than PSRF.L's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTWN.L HSBC MSCI Taiwan Capped UCITS ETF USD | 1.55% | 1.17% | 2.79% | 3.06% | 1.11% | 1.79% | 2.13% | 2.56% | 2.03% | 2.32% | 2.59% | 1.27% |
PSRF.L Invesco FTSE RAFI US 1000 UCITS ETF | 1.39% | 1.46% | 1.59% | 1.70% | 1.29% | 1.78% | 1.67% | 1.78% | 1.60% | 1.51% | 1.64% | 1.68% |
Drawdowns
HTWN.L vs. PSRF.L - Drawdown Comparison
The maximum HTWN.L drawdown since its inception was -32.63%, smaller than the maximum PSRF.L drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for HTWN.L and PSRF.L. For additional features, visit the drawdowns tool.
Volatility
HTWN.L vs. PSRF.L - Volatility Comparison
HSBC MSCI Taiwan Capped UCITS ETF USD (HTWN.L) has a higher volatility of 8.12% compared to Invesco FTSE RAFI US 1000 UCITS ETF (PSRF.L) at 1.83%. This indicates that HTWN.L's price experiences larger fluctuations and is considered to be riskier than PSRF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.