IDUP.L vs. IDIN.L
IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) and IDIN.L (iShares Global Infrastructure UCITS ETF USD (Dist)) are both exchange-traded funds - IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while IDIN.L is a Mid Cap Value Equities fund tracking the FTSE Global Core Infrastructure Index (USD). Both are passively managed. Over the past 10 years, IDUP.L returned 4.33%/yr vs 7.14%/yr for IDIN.L. A 0.56 correlation means they provide meaningful diversification when combined. IDUP.L charges 0.40%/yr vs 0.65%/yr for IDIN.L.
Performance
IDUP.L vs. IDIN.L - Performance Comparison
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Returns By Period
In the year-to-date period, IDUP.L achieves a 18.50% return, which is significantly higher than IDIN.L's 13.07% return. Over the past 10 years, IDUP.L has underperformed IDIN.L with an annualized return of 4.33%, while IDIN.L has yielded a comparatively higher 7.14% annualized return.
IDUP.L
- 1D
- 2.12%
- 1M
- 2.15%
- 6M
- 14.81%
- YTD
- 18.50%
- 1Y
- 20.99%
- 3Y*
- 10.24%
- 5Y*
- 3.67%
- 10Y*
- 4.33%
IDIN.L
- 1D
- 0.38%
- 1M
- 2.02%
- 6M
- 12.44%
- YTD
- 13.07%
- 1Y
- 18.45%
- 3Y*
- 12.38%
- 5Y*
- 6.68%
- 10Y*
- 7.14%
IDUP.L vs. IDIN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 18.50% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -10.91% | 21.39% | -4.82% | 4.35% |
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 13.07% | 12.97% | 8.79% | -0.03% | -5.92% | 17.16% | -1.96% | 23.97% | -2.04% | 14.86% |
Correlation
The correlation between IDUP.L and IDIN.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 IDUP.L and IDIN.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
IDUP.L vs. IDIN.L — Risk / Return Rank
IDUP.L
IDIN.L
IDUP.L vs. IDIN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.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.
| IDUP.L | IDIN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.82 | 3.62 | -0.79 |
| Martin ratioReturn relative to average drawdown | 7.75 | 9.42 | -1.68 |
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Drawdowns
IDUP.L vs. IDIN.L - Drawdown Comparison
The maximum IDUP.L drawdown since its inception was -75.24%, which is greater than IDIN.L's maximum drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for IDUP.L and IDIN.L.
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Drawdown Indicators
| IDUP.L | IDIN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.24% | -49.57% | -25.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.41% | -5.08% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -20.33% | -14.86% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -33.70% | -22.69% | -11.01% |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | -34.86% | -10.76% |
Current DrawdownCurrent decline from peak | 0.00% | -0.27% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -11.72% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.95% | +0.75% |
Volatility
IDUP.L vs. IDIN.L - Volatility Comparison
iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a higher volatility of 4.42% compared to iShares Global Infrastructure UCITS ETF USD (Dist) (IDIN.L) at 2.60%. This indicates that IDUP.L's price experiences larger fluctuations and is considered to be riskier than IDIN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUP.L | IDIN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 2.60% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 8.82% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.12% | 10.58% | +2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.40% | 13.51% | +4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 14.39% | +5.97% |
IDUP.L vs. IDIN.L - Expense Ratio Comparison
IDUP.L has a 0.40% expense ratio, which is lower than IDIN.L's 0.65% expense ratio.
Dividends
IDUP.L vs. IDIN.L - Dividend Comparison
IDUP.L's dividend yield for the trailing twelve months is around 2.84%, more than IDIN.L's 2.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIN.L iShares Global Infrastructure UCITS ETF USD (Dist) | 2.02% | 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) | 2.84% | 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
IDUP.L and IDIN.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.
IDUP.L is categorized as REIT, while IDIN.L is Mid Cap Value Equities. IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while IDIN.L tracks FTSE Global Core Infrastructure Index (USD). Their fees differ too: 0.40% for IDUP.L and 0.65% for IDIN.L.
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