IPOS vs. MSFT
Compare and contrast key facts about Renaissance International IPO ETF (IPOS) and Microsoft Corporation (MSFT).
IPOS is a passively managed fund by Renaissance Capital that tracks the performance of the Renaissance International IPO Index. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IPOS or MSFT.
Correlation
The correlation between IPOS and MSFT is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IPOS vs. MSFT - Performance Comparison
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Key characteristics
IPOS:
-0.21
MSFT:
0.34
IPOS:
-0.07
MSFT:
0.75
IPOS:
0.99
MSFT:
1.10
IPOS:
-0.05
MSFT:
0.43
IPOS:
-0.33
MSFT:
0.94
IPOS:
12.27%
MSFT:
10.69%
IPOS:
23.65%
MSFT:
25.67%
IPOS:
-73.09%
MSFT:
-69.39%
IPOS:
-65.61%
MSFT:
-2.10%
Returns By Period
In the year-to-date period, IPOS achieves a 13.26% return, which is significantly higher than MSFT's 8.19% return. Over the past 10 years, IPOS has underperformed MSFT with an annualized return of -5.37%, while MSFT has yielded a comparatively higher 27.20% annualized return.
IPOS
13.26%
11.81%
13.28%
-5.49%
-11.16%
-5.37%
MSFT
8.19%
23.74%
10.10%
8.93%
20.86%
27.20%
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Risk-Adjusted Performance
IPOS vs. MSFT — Risk-Adjusted Performance Rank
IPOS
MSFT
IPOS vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Renaissance International IPO ETF (IPOS) and Microsoft Corporation (MSFT). 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.
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Dividends
IPOS vs. MSFT - Dividend Comparison
IPOS's dividend yield for the trailing twelve months is around 0.93%, more than MSFT's 0.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPOS Renaissance International IPO ETF | 0.93% | 0.93% | 0.33% | 0.00% | 0.00% | 0.25% | 0.89% | 5.40% | 0.87% | 1.73% | 1.08% | 0.16% |
MSFT Microsoft Corporation | 0.71% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
IPOS vs. MSFT - Drawdown Comparison
The maximum IPOS drawdown since its inception was -73.09%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for IPOS and MSFT. For additional features, visit the drawdowns tool.
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Volatility
IPOS vs. MSFT - Volatility Comparison
The current volatility for Renaissance International IPO ETF (IPOS) is 5.48%, while Microsoft Corporation (MSFT) has a volatility of 8.98%. This indicates that IPOS experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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