IAPD.AS vs. IUSA.L
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) and iShares S&P 500 UCITS Dist (IUSA.L).
IAPD.AS and IUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAPD.AS 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. IUSA.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 15, 2002. Both IAPD.AS and IUSA.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: IAPD.AS or IUSA.L.
Correlation
The correlation between IAPD.AS and IUSA.L is 0.62, 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
IAPD.AS vs. IUSA.L - Performance Comparison
Key characteristics
IAPD.AS:
0.95
IUSA.L:
1.87
IAPD.AS:
1.42
IUSA.L:
2.65
IAPD.AS:
1.17
IUSA.L:
1.36
IAPD.AS:
1.11
IUSA.L:
3.36
IAPD.AS:
3.41
IUSA.L:
13.07
IAPD.AS:
3.21%
IUSA.L:
1.64%
IAPD.AS:
11.60%
IUSA.L:
11.60%
IAPD.AS:
-64.48%
IUSA.L:
-38.58%
IAPD.AS:
-2.40%
IUSA.L:
-2.65%
Returns By Period
In the year-to-date period, IAPD.AS achieves a 1.06% return, which is significantly lower than IUSA.L's 1.88% return. Over the past 10 years, IAPD.AS has underperformed IUSA.L with an annualized return of 3.52%, while IUSA.L has yielded a comparatively higher 15.52% annualized return.
IAPD.AS
1.06%
0.11%
9.05%
9.90%
4.06%
3.52%
IUSA.L
1.88%
-2.65%
13.75%
21.70%
15.14%
15.52%
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IAPD.AS vs. IUSA.L - Expense Ratio Comparison
IAPD.AS has a 0.59% expense ratio, which is higher than IUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
IAPD.AS vs. IUSA.L — Risk-Adjusted Performance Rank
IAPD.AS
IUSA.L
IAPD.AS vs. IUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) and iShares S&P 500 UCITS Dist (IUSA.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
IAPD.AS vs. IUSA.L - Dividend Comparison
IAPD.AS's dividend yield for the trailing twelve months is around 5.52%, more than IUSA.L's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAPD.AS iShares Asia Pacific Dividend UCITS ETF | 5.52% | 5.58% | 6.33% | 7.38% | 6.33% | 4.28% | 6.18% | 6.90% | 5.48% | 4.80% | 5.95% | 6.81% |
IUSA.L iShares S&P 500 UCITS Dist | 1.26% | 1.28% | 1.55% | 1.74% | 1.39% | 1.80% | 1.96% | 2.22% | 1.95% | 1.75% | 2.29% | 1.95% |
Drawdowns
IAPD.AS vs. IUSA.L - Drawdown Comparison
The maximum IAPD.AS drawdown since its inception was -64.48%, which is greater than IUSA.L's maximum drawdown of -38.58%. Use the drawdown chart below to compare losses from any high point for IAPD.AS and IUSA.L. For additional features, visit the drawdowns tool.
Volatility
IAPD.AS vs. IUSA.L - Volatility Comparison
The current volatility for iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) is 2.61%, while iShares S&P 500 UCITS Dist (IUSA.L) has a volatility of 3.40%. This indicates that IAPD.AS experiences smaller price fluctuations and is considered to be less risky than IUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.