IDIN.L vs. IDUP.L
IDIN.L (iShares Global Infrastructure UCITS ETF USD (Dist)) and IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) are both exchange-traded funds - IDIN.L is a Mid Cap Value Equities fund tracking the FTSE Global Core Infrastructure Index (USD), while IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). Both are passively managed. Over the past 10 years, IDIN.L returned 7.27%/yr vs 4.41%/yr for IDUP.L. A 0.56 correlation means they provide meaningful diversification when combined. IDIN.L charges 0.65%/yr vs 0.40%/yr for IDUP.L.
Performance
IDIN.L vs. IDUP.L - Performance Comparison
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Returns By Period
In the year-to-date period, IDIN.L achieves a 13.89% return, which is significantly lower than IDUP.L's 19.54% return. Over the past 10 years, IDIN.L has outperformed IDUP.L with an annualized return of 7.27%, while IDUP.L has yielded a comparatively lower 4.41% annualized return.
IDIN.L
- 1D
- 0.73%
- 1M
- 3.57%
- 6M
- 12.60%
- YTD
- 13.89%
- 1Y
- 19.00%
- 3Y*
- 12.53%
- 5Y*
- 6.83%
- 10Y*
- 7.27%
IDUP.L
- 1D
- 0.88%
- 1M
- 4.01%
- 6M
- 15.63%
- YTD
- 19.54%
- 1Y
- 21.72%
- 3Y*
- 11.00%
- 5Y*
- 3.85%
- 10Y*
- 4.41%
IDIN.L vs. IDUP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 13.89% | 12.97% | 8.79% | -0.03% | -5.92% | 17.16% | -1.96% | 23.97% | -2.04% | 14.86% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 19.54% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -10.91% | 21.39% | -4.82% | 4.35% |
Correlation
The correlation between IDIN.L and IDUP.L is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2006 | 0.56 |
The correlation between IDIN.L and IDUP.L shifts across timeframes, from 0.56 (all time) to 0.71 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IDIN.L vs. IDUP.L — Risk / Return Rank
IDIN.L
IDUP.L
IDIN.L vs. IDUP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) and iShares US Property Yield UCITS ETF USD (Dist) (IDUP.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDIN.L | IDUP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.29 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 2.92 | +0.80 |
| Martin ratioReturn relative to average drawdown | 9.70 | 8.01 | +1.69 |
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Drawdowns
IDIN.L vs. IDUP.L - Drawdown Comparison
The maximum IDIN.L drawdown since its inception was -49.57%, smaller than the maximum IDUP.L drawdown of -75.24%. Use the drawdown chart below to compare losses from any high point for IDIN.L and IDUP.L.
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Drawdown Indicators
| IDIN.L | IDUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.57% | -75.24% | +25.67% |
Max Drawdown (1Y)Largest decline over 1 year | -5.08% | -7.41% | +2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.86% | -20.33% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -22.69% | -33.70% | +11.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.86% | -45.62% | +10.76% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -15.31% | +3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.70% | -0.75% |
Volatility
IDIN.L vs. IDUP.L - Volatility Comparison
The current volatility for iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) is 2.45%, while iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a volatility of 4.33%. This indicates that IDIN.L experiences smaller price fluctuations and is considered to be less risky than IDUP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDIN.L | IDUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 4.33% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 9.99% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 13.15% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.51% | 18.39% | -4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 20.36% | -5.97% |
IDIN.L vs. IDUP.L - Expense Ratio Comparison
IDIN.L has a 0.65% expense ratio, which is higher than IDUP.L's 0.40% expense ratio.
Dividends
IDIN.L vs. IDUP.L - Dividend Comparison
IDIN.L's dividend yield for the trailing twelve months is around 2.01%, less than IDUP.L's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 2.01% | 2.20% | 2.36% | 2.37% | 2.11% | 1.93% | 2.08% | 2.05% | 2.34% | 2.60% | 2.80% | 3.20% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.81% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
Frequently Asked Questions
IDIN.L and IDUP.L have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDUP.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDUP.L is cheaper with a 0.40% expense ratio, compared with 0.65% for IDIN.L.
IDIN.L is categorized as Mid Cap Value Equities, while IDUP.L is REIT. IDIN.L tracks FTSE Global Core Infrastructure Index (USD), while IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). Their fees differ too: 0.65% for IDIN.L and 0.40% for IDUP.L.
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