IFED vs. DTLA.L
Compare and contrast key facts about ETRACS IFED Invest with the Fed TR Index ETN (IFED) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L).
IFED and DTLA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IFED is a passively managed fund by UBS that tracks the performance of the IFED Large-Cap US Equity Index - Benchmark TR Gross. It was launched on Sep 14, 2021. DTLA.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on May 10, 2018. Both IFED and DTLA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IFED or DTLA.L.
Correlation
The correlation between IFED and DTLA.L is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IFED vs. DTLA.L - Performance Comparison
Key characteristics
IFED:
1.24
DTLA.L:
-0.05
IFED:
1.86
DTLA.L:
0.03
IFED:
1.27
DTLA.L:
1.00
IFED:
1.70
DTLA.L:
-0.01
IFED:
5.96
DTLA.L:
-0.09
IFED:
3.90%
DTLA.L:
6.77%
IFED:
18.81%
DTLA.L:
14.02%
IFED:
-22.23%
DTLA.L:
-48.47%
IFED:
-3.47%
DTLA.L:
-41.64%
Returns By Period
In the year-to-date period, IFED achieves a 6.11% return, which is significantly higher than DTLA.L's 1.51% return.
IFED
6.11%
0.20%
12.14%
21.38%
N/A
N/A
DTLA.L
1.51%
2.28%
-7.23%
0.60%
-7.16%
N/A
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IFED vs. DTLA.L - Expense Ratio Comparison
IFED has a 0.45% expense ratio, which is higher than DTLA.L's 0.07% expense ratio.
Risk-Adjusted Performance
IFED vs. DTLA.L — Risk-Adjusted Performance Rank
IFED
DTLA.L
IFED vs. DTLA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS IFED Invest with the Fed TR Index ETN (IFED) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.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.
Dividends
IFED vs. DTLA.L - Dividend Comparison
Neither IFED nor DTLA.L has paid dividends to shareholders.
Drawdowns
IFED vs. DTLA.L - Drawdown Comparison
The maximum IFED drawdown since its inception was -22.23%, smaller than the maximum DTLA.L drawdown of -48.47%. Use the drawdown chart below to compare losses from any high point for IFED and DTLA.L. For additional features, visit the drawdowns tool.
Volatility
IFED vs. DTLA.L - Volatility Comparison
ETRACS IFED Invest with the Fed TR Index ETN (IFED) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) have volatilities of 4.08% and 3.99%, 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.