IARCX vs. ACWI
Compare and contrast key facts about Invesco Real Estate Fund (IARCX) and iShares MSCI ACWI ETF (ACWI).
IARCX is managed by Invesco. It was launched on May 1, 1995. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IARCX or ACWI.
Correlation
The correlation between IARCX and ACWI is 0.64, 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
IARCX vs. ACWI - Performance Comparison
Key characteristics
IARCX:
0.34
ACWI:
0.67
IARCX:
0.56
ACWI:
0.98
IARCX:
1.07
ACWI:
1.13
IARCX:
0.08
ACWI:
1.07
IARCX:
0.89
ACWI:
3.45
IARCX:
6.08%
ACWI:
2.52%
IARCX:
15.84%
ACWI:
12.89%
IARCX:
-82.93%
ACWI:
-56.00%
IARCX:
-59.98%
ACWI:
-5.42%
Returns By Period
In the year-to-date period, IARCX achieves a 2.46% return, which is significantly higher than ACWI's -0.09% return. Over the past 10 years, IARCX has underperformed ACWI with an annualized return of -3.92%, while ACWI has yielded a comparatively higher 9.02% annualized return.
IARCX
2.46%
-2.83%
-6.80%
6.64%
3.29%
-3.92%
ACWI
-0.09%
-1.80%
-0.54%
9.34%
16.46%
9.02%
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IARCX vs. ACWI - Expense Ratio Comparison
IARCX has a 1.98% expense ratio, which is higher than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
IARCX vs. ACWI — Risk-Adjusted Performance Rank
IARCX
ACWI
IARCX vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate Fund (IARCX) and iShares MSCI ACWI ETF (ACWI). 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
IARCX vs. ACWI - Dividend Comparison
IARCX's dividend yield for the trailing twelve months is around 1.47%, less than ACWI's 1.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IARCX Invesco Real Estate Fund | 1.47% | 1.55% | 1.31% | 0.09% | 0.17% | 0.76% | 0.82% | 0.65% | 0.39% | 1.11% | 0.43% | 0.14% |
ACWI iShares MSCI ACWI ETF | 1.70% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
Drawdowns
IARCX vs. ACWI - Drawdown Comparison
The maximum IARCX drawdown since its inception was -82.93%, which is greater than ACWI's maximum drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for IARCX and ACWI. For additional features, visit the drawdowns tool.
Volatility
IARCX vs. ACWI - Volatility Comparison
Invesco Real Estate Fund (IARCX) and iShares MSCI ACWI ETF (ACWI) have volatilities of 5.09% and 5.34%, 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.