Correlation
The correlation between IAPD.AS and SPYD is 0.45, 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.
IAPD.AS vs. SPYD
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
IAPD.AS and SPYD 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. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both IAPD.AS and SPYD 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 SPYD.
Performance
IAPD.AS vs. SPYD - Performance Comparison
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Key characteristics
IAPD.AS:
0.13
SPYD:
0.70
IAPD.AS:
0.29
SPYD:
1.04
IAPD.AS:
1.04
SPYD:
1.14
IAPD.AS:
0.11
SPYD:
0.68
IAPD.AS:
0.42
SPYD:
2.08
IAPD.AS:
5.29%
SPYD:
5.29%
IAPD.AS:
15.23%
SPYD:
15.78%
IAPD.AS:
-64.48%
SPYD:
-46.42%
IAPD.AS:
-7.37%
SPYD:
-8.20%
Returns By Period
In the year-to-date period, IAPD.AS achieves a -4.09% return, which is significantly lower than SPYD's -0.81% return.
IAPD.AS
-4.09%
3.11%
-5.82%
1.97%
5.58%
9.09%
3.02%
SPYD
-0.81%
1.43%
-8.16%
11.00%
2.97%
13.74%
N/A
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IAPD.AS vs. SPYD - Expense Ratio Comparison
IAPD.AS has a 0.59% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
IAPD.AS vs. SPYD — Risk-Adjusted Performance Rank
IAPD.AS
SPYD
IAPD.AS vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
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Dividends
IAPD.AS vs. SPYD - Dividend Comparison
IAPD.AS's dividend yield for the trailing twelve months is around 5.64%, more than SPYD's 4.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAPD.AS iShares Asia Pacific Dividend UCITS ETF | 5.64% | 5.58% | 6.33% | 7.38% | 6.33% | 4.28% | 6.18% | 6.90% | 5.48% | 4.80% | 5.95% | 6.81% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.50% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% | 0.00% |
Drawdowns
IAPD.AS vs. SPYD - Drawdown Comparison
The maximum IAPD.AS drawdown since its inception was -64.48%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for IAPD.AS and SPYD.
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Volatility
IAPD.AS vs. SPYD - Volatility Comparison
The current volatility for iShares Asia Pacific Dividend UCITS ETF (IAPD.AS) is 3.36%, while SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has a volatility of 4.59%. This indicates that IAPD.AS experiences smaller price fluctuations and is considered to be less risky than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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