IDWP.L vs. MPW
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS (IDWP.L) and Medical Properties Trust, Inc. (MPW).
IDWP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Oct 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDWP.L or MPW.
Key characteristics
| IDWP.L | MPW | |
|---|---|---|
| YTD Return | -4.71% | 17.17% |
| 1Y Return | 4.13% | -18.06% |
| 3Y Return (Ann) | -3.94% | -29.62% |
| 5Y Return (Ann) | -0.94% | -14.85% |
| 10Y Return (Ann) | 2.44% | -1.78% |
| Sharpe Ratio | 0.19 | -0.34 |
| Daily Std Dev | 17.21% | 74.34% |
| Max Drawdown | -70.53% | -84.50% |
| Current Drawdown | -21.71% | -70.96% |
Correlation
The correlation between IDWP.L and MPW is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IDWP.L vs. MPW - Performance Comparison
In the year-to-date period, IDWP.L achieves a -4.71% return, which is significantly lower than MPW's 17.17% return. Over the past 10 years, IDWP.L has outperformed MPW with an annualized return of 2.44%, while MPW has yielded a comparatively lower -1.78% 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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Risk-Adjusted Performance
IDWP.L vs. MPW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS (IDWP.L) and Medical Properties Trust, Inc. (MPW). 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
IDWP.L vs. MPW - Dividend Comparison
IDWP.L's dividend yield for the trailing twelve months is around 3.31%, less than MPW's 13.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDWP.L iShares Developed Markets Property Yield UCITS | 3.31% | 3.07% | 3.66% | 2.21% | 2.91% | 2.89% | 3.94% | 2.91% | 3.27% | 3.01% | 2.82% | 2.96% |
MPW Medical Properties Trust, Inc. | 13.26% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
Drawdowns
IDWP.L vs. MPW - Drawdown Comparison
The maximum IDWP.L drawdown since its inception was -70.53%, smaller than the maximum MPW drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for IDWP.L and MPW. For additional features, visit the drawdowns tool.
Volatility
IDWP.L vs. MPW - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS (IDWP.L) is 4.06%, while Medical Properties Trust, Inc. (MPW) has a volatility of 29.16%. This indicates that IDWP.L experiences smaller price fluctuations and is considered to be less risky than MPW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.