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IAPD.L vs. IUSC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAPD.L vs. IUSC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Asia Pacific Dividend UCITS (IAPD.L) and iShares MSCI EM Latin America UCITS ETF (Dist) (IUSC.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IAPD.L is traded in GBp, while IUSC.DE is traded in EUR. To make them comparable, the IUSC.DE values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, IAPD.L achieves a 13.20% return, which is significantly higher than IUSC.DE's 9.82% return. Over the past 10 years, IAPD.L has outperformed IUSC.DE with an annualized return of 9.65%, while IUSC.DE has yielded a comparatively lower 7.98% annualized return.


IAPD.L

1D
0.04%
1M
0.77%
YTD
13.20%
6M
13.76%
1Y
41.98%
3Y*
20.42%
5Y*
12.72%
10Y*
9.65%

IUSC.DE

1D
-0.56%
1M
-6.98%
YTD
9.82%
6M
7.20%
1Y
37.07%
3Y*
10.19%
5Y*
9.34%
10Y*
7.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAPD.L vs. IUSC.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAPD.L
iShares Asia Pacific Dividend UCITS
13.20%22.91%9.51%8.99%11.40%6.82%-11.63%11.98%-8.55%8.25%
IUSC.DE
iShares MSCI EM Latin America UCITS ETF (Dist)
9.82%44.01%-26.26%26.04%21.51%-10.66%-15.16%12.31%-1.40%10.68%

Correlation

The correlation between IAPD.L and IUSC.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Mar 28, 2008

0.53

The correlation between IAPD.L and IUSC.DE has been stable across timeframes, ranging from 0.45 to 0.53 - a consistent structural relationship.

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Return for Risk

IAPD.L vs. IUSC.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IAPD.L
IAPD.L Risk / Return Rank: 9393
Overall Rank
IAPD.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IAPD.L Sortino Ratio Rank: 9696
Sortino Ratio Rank
IAPD.L Omega Ratio Rank: 9595
Omega Ratio Rank
IAPD.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
IAPD.L Martin Ratio Rank: 9090
Martin Ratio Rank

IUSC.DE
IUSC.DE Risk / Return Rank: 5555
Overall Rank
IUSC.DE Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IUSC.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
IUSC.DE Omega Ratio Rank: 5151
Omega Ratio Rank
IUSC.DE Calmar Ratio Rank: 6161
Calmar Ratio Rank
IUSC.DE Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IAPD.L vs. IUSC.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS (IAPD.L) and iShares MSCI EM Latin America UCITS ETF (Dist) (IUSC.DE). 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.


IAPD.LIUSC.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.82

Sortino ratioReturn per unit of downside risk

+2.80

Omega ratioGain probability vs. loss probability

1.71

1.35

+0.35

Calmar ratioReturn relative to maximum drawdown

6.04

3.19

+2.85

Martin ratioReturn relative to average drawdown

20.30

9.86

+10.44

IAPD.L vs. IUSC.DE - Sharpe Ratio Comparison

The current IAPD.L Sharpe Ratio is 3.89, which is higher than the IUSC.DE Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of IAPD.L and IUSC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IAPD.LIUSC.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.89

2.07

+1.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.02

0.45

+0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.32

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.10

+0.46

Drawdowns

IAPD.L vs. IUSC.DE - Drawdown Comparison

The maximum IAPD.L drawdown since its inception was -52.66%, smaller than the maximum IUSC.DE drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for IAPD.L and IUSC.DE.


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Drawdown Indicators


IAPD.LIUSC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-52.66%

-61.61%

+8.95%

Max Drawdown (1Y)

Largest decline over 1 year

-6.92%

-11.56%

+4.64%

Max Drawdown (3Y)

Largest decline over 3 years

-16.88%

-27.00%

+10.12%

Max Drawdown (5Y)

Largest decline over 5 years

-16.88%

-27.00%

+10.12%

Max Drawdown (10Y)

Largest decline over 10 years

-37.53%

-47.72%

+10.19%

Current Drawdown

Current decline from peak

-2.91%

-11.56%

+8.65%

Average Drawdown

Average peak-to-trough decline

-7.37%

-24.90%

+17.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

3.75%

-1.69%

Volatility

IAPD.L vs. IUSC.DE - Volatility Comparison

The current volatility for iShares Asia Pacific Dividend UCITS (IAPD.L) is 3.49%, while iShares MSCI EM Latin America UCITS ETF (Dist) (IUSC.DE) has a volatility of 4.93%. This indicates that IAPD.L experiences smaller price fluctuations and is considered to be less risky than IUSC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAPD.LIUSC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.49%

4.93%

-1.44%

Volatility (6M)

Calculated over the trailing 6-month period

8.32%

14.91%

-6.59%

Volatility (1Y)

Calculated over the trailing 1-year period

10.73%

17.84%

-7.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.44%

20.58%

-8.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.46%

25.08%

-9.62%

IAPD.L vs. IUSC.DE - Expense Ratio Comparison

IAPD.L has a 0.59% expense ratio, which is higher than IUSC.DE's 0.20% expense ratio.


Dividends

IAPD.L vs. IUSC.DE - Dividend Comparison

IAPD.L's dividend yield for the trailing twelve months is around 4.89%, more than IUSC.DE's 3.02% yield.


PositionTTM20252024202320222021202020192018201720162015
IAPD.L
iShares Asia Pacific Dividend UCITS
4.89%5.67%6.72%7.29%8.34%7.53%4.77%7.26%7.70%6.15%5.60%8.10%
IUSC.DE
iShares MSCI EM Latin America UCITS ETF (Dist)
3.02%3.20%5.24%3.98%6.78%2.68%1.65%2.07%1.88%1.41%1.22%2.65%

Frequently Asked Questions


IAPD.L and IUSC.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IUSC.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSC.DE is cheaper with a 0.20% expense ratio, compared with 0.59% for IAPD.L.

IAPD.L is categorized as Asia Pacific Equities, while IUSC.DE is Latin America Equities. IAPD.L tracks MSCI AC Asia Pacific NR USD, while IUSC.DE tracks MSCI Emerging Markets Latin America 10/40. Their fees differ too: 0.59% for IAPD.L and 0.20% for IUSC.DE.

Portfolio Optimizer

Find the right allocation for IAPD.L and IUSC.DE

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