IGSU.L vs. VNQ
Compare and contrast key facts about iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and Vanguard Real Estate ETF (VNQ).
IGSU.L and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGSU.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Feb 25, 2011. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both IGSU.L and VNQ 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: IGSU.L or VNQ.
Key characteristics
| IGSU.L | VNQ | |
|---|---|---|
| YTD Return | 13.32% | 13.57% |
| 1Y Return | 22.92% | 26.52% |
| 3Y Return (Ann) | 7.65% | 1.24% |
| 5Y Return (Ann) | 12.01% | 4.92% |
| 10Y Return (Ann) | 8.56% | 7.18% |
| Sharpe Ratio | 2.00 | 1.37 |
| Daily Std Dev | 11.78% | 18.54% |
| Max Drawdown | -33.33% | -73.07% |
| Current Drawdown | 0.00% | -6.32% |
Correlation
The correlation between IGSU.L and VNQ is 0.31, 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
IGSU.L vs. VNQ - Performance Comparison
The year-to-date returns for both investments are quite close, with IGSU.L having a 13.32% return and VNQ slightly higher at 13.57%. Over the past 10 years, IGSU.L has outperformed VNQ with an annualized return of 8.56%, while VNQ has yielded a comparatively lower 7.18% 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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IGSU.L vs. VNQ - Expense Ratio Comparison
IGSU.L has a 0.60% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
IGSU.L vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and Vanguard Real Estate ETF (VNQ). 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
IGSU.L vs. VNQ - Dividend Comparison
IGSU.L has not paid dividends to shareholders, while VNQ's dividend yield for the trailing twelve months is around 3.62%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSU.L iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.62% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
IGSU.L vs. VNQ - Drawdown Comparison
The maximum IGSU.L drawdown since its inception was -33.33%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for IGSU.L and VNQ. For additional features, visit the drawdowns tool.
Volatility
IGSU.L vs. VNQ - Volatility Comparison
iShares Dow Jones Global Sustainability Screened UCITS ETF USD (Acc) (IGSU.L) and Vanguard Real Estate ETF (VNQ) have volatilities of 3.17% and 3.19%, 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.