IAPD.L vs. IJR
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS (IAPD.L) and iShares Core S&P Small-Cap ETF (IJR).
IAPD.L and IJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAPD.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. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. Both IAPD.L and IJR 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.L or IJR.
Key characteristics
| IAPD.L | IJR | |
|---|---|---|
| YTD Return | 9.95% | 10.89% |
| 1Y Return | 22.13% | 28.13% |
| 3Y Return (Ann) | 10.32% | 3.55% |
| 5Y Return (Ann) | 4.85% | 10.43% |
| 10Y Return (Ann) | 6.45% | 10.35% |
| Sharpe Ratio | 1.98 | 1.47 |
| Sortino Ratio | 2.77 | 2.18 |
| Omega Ratio | 1.35 | 1.26 |
| Calmar Ratio | 2.45 | 1.19 |
| Martin Ratio | 7.61 | 8.11 |
| Ulcer Index | 3.06% | 3.65% |
| Daily Std Dev | 11.74% | 20.12% |
| Max Drawdown | -52.65% | -58.15% |
| Current Drawdown | -1.79% | 0.00% |
Correlation
The correlation between IAPD.L and IJR is 0.46, 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.L vs. IJR - Performance Comparison
In the year-to-date period, IAPD.L achieves a 9.95% return, which is significantly lower than IJR's 10.89% return. Over the past 10 years, IAPD.L has underperformed IJR with an annualized return of 6.45%, while IJR has yielded a comparatively higher 10.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IAPD.L vs. IJR - Expense Ratio Comparison
IAPD.L has a 0.59% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
IAPD.L vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS (IAPD.L) and iShares Core S&P Small-Cap ETF (IJR). 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.L vs. IJR - Dividend Comparison
IAPD.L's dividend yield for the trailing twelve months is around 6.83%, more than IJR's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAPD.L iShares Asia Pacific Dividend UCITS | 6.83% | 7.29% | 8.34% | 7.53% | 4.77% | 7.26% | 7.70% | 6.15% | 5.60% | 8.10% | 8.76% | 7.96% |
IJR iShares Core S&P Small-Cap ETF | 1.27% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
IAPD.L vs. IJR - Drawdown Comparison
The maximum IAPD.L drawdown since its inception was -52.65%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for IAPD.L and IJR. For additional features, visit the drawdowns tool.
Volatility
IAPD.L vs. IJR - Volatility Comparison
iShares Asia Pacific Dividend UCITS (IAPD.L) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 4.50% and 4.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.