IAPD.L vs. VAPX.L
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS (IAPD.L) and Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.L).
IAPD.L and VAPX.L 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. VAPX.L is a passively managed fund by Vanguard that tracks the performance of the MSCI AC Asia Pac Ex JPN NR USD. It was launched on May 21, 2013. Both IAPD.L and VAPX.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.L or VAPX.L.
Key characteristics
| IAPD.L | VAPX.L | |
|---|---|---|
| YTD Return | 10.01% | 2.33% |
| 1Y Return | 23.35% | 11.20% |
| 3Y Return (Ann) | 10.18% | 2.57% |
| 5Y Return (Ann) | 4.85% | 5.79% |
| 10Y Return (Ann) | 6.41% | 7.77% |
| Sharpe Ratio | 2.03 | 0.88 |
| Sortino Ratio | 2.83 | 1.31 |
| Omega Ratio | 1.36 | 1.16 |
| Calmar Ratio | 2.50 | 0.83 |
| Martin Ratio | 7.79 | 3.93 |
| Ulcer Index | 3.06% | 3.15% |
| Daily Std Dev | 11.74% | 14.06% |
| Max Drawdown | -52.65% | -30.88% |
| Current Drawdown | -1.73% | -1.53% |
Correlation
The correlation between IAPD.L and VAPX.L is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IAPD.L vs. VAPX.L - Performance Comparison
In the year-to-date period, IAPD.L achieves a 10.01% return, which is significantly higher than VAPX.L's 2.33% return. Over the past 10 years, IAPD.L has underperformed VAPX.L with an annualized return of 6.41%, while VAPX.L has yielded a comparatively higher 7.77% 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. VAPX.L - Expense Ratio Comparison
IAPD.L has a 0.59% expense ratio, which is higher than VAPX.L's 0.15% expense ratio.
Risk-Adjusted Performance
IAPD.L vs. VAPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS (IAPD.L) and Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.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.L vs. VAPX.L - Dividend Comparison
IAPD.L's dividend yield for the trailing twelve months is around 6.83%, more than VAPX.L's 2.42% 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% |
VAPX.L Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | 2.42% | 3.51% | 4.31% | 3.53% | 2.05% | 3.39% | 3.54% | 3.08% | 2.71% | 3.44% | 2.26% | 1.13% |
Drawdowns
IAPD.L vs. VAPX.L - Drawdown Comparison
The maximum IAPD.L drawdown since its inception was -52.65%, which is greater than VAPX.L's maximum drawdown of -30.88%. Use the drawdown chart below to compare losses from any high point for IAPD.L and VAPX.L. For additional features, visit the drawdowns tool.
Volatility
IAPD.L vs. VAPX.L - Volatility Comparison
The current volatility for iShares Asia Pacific Dividend UCITS (IAPD.L) is 4.48%, while Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing (VAPX.L) has a volatility of 4.86%. This indicates that IAPD.L experiences smaller price fluctuations and is considered to be less risky than VAPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.