IASP.L vs. AVUV
Compare and contrast key facts about iShares Asia Property Yield UCITS ETF (IASP.L) and Avantis U.S. Small Cap Value ETF (AVUV).
IASP.L and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IASP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Developed Asia TR USD. It was launched on Oct 20, 2006. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IASP.L or AVUV.
Key characteristics
| IASP.L | AVUV | |
|---|---|---|
| YTD Return | -2.00% | 3.79% |
| 1Y Return | -6.16% | 33.54% |
| 3Y Return (Ann) | -3.68% | 8.37% |
| Sharpe Ratio | -0.51 | 1.69 |
| Daily Std Dev | 12.50% | 19.85% |
| Max Drawdown | -55.14% | -49.42% |
| Current Drawdown | -23.27% | -0.88% |
Correlation
The correlation between IASP.L and AVUV is 0.44, 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
IASP.L vs. AVUV - Performance Comparison
In the year-to-date period, IASP.L achieves a -2.00% return, which is significantly lower than AVUV's 3.79% 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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IASP.L vs. AVUV - Expense Ratio Comparison
IASP.L has a 0.59% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
IASP.L vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Property Yield UCITS ETF (IASP.L) and Avantis U.S. Small Cap Value ETF (AVUV). 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
IASP.L vs. AVUV - Dividend Comparison
IASP.L's dividend yield for the trailing twelve months is around 0.04%, less than AVUV's 1.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IASP.L iShares Asia Property Yield UCITS ETF | 0.04% | 0.04% | 0.04% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% |
AVUV Avantis U.S. Small Cap Value ETF | 1.59% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IASP.L vs. AVUV - Drawdown Comparison
The maximum IASP.L drawdown since its inception was -55.14%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for IASP.L and AVUV. For additional features, visit the drawdowns tool.
Volatility
IASP.L vs. AVUV - Volatility Comparison
iShares Asia Property Yield UCITS ETF (IASP.L) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 4.75% and 4.87%, 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.