IPRP.L vs. ZPRV.DE
Compare and contrast key facts about iShares European Property Yield UCITS ETF (IPRP.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE).
IPRP.L and ZPRV.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IPRP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Developed Europe TR EUR. It was launched on Nov 4, 2005. ZPRV.DE is a passively managed fund by State Street that tracks the performance of the MSCI USA Small Cap Value Weighted Index. It was launched on Feb 18, 2015. Both IPRP.L and ZPRV.DE 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: IPRP.L or ZPRV.DE.
Key characteristics
| IPRP.L | ZPRV.DE | |
|---|---|---|
| YTD Return | -2.97% | 2.75% |
| 1Y Return | 22.83% | 27.89% |
| 3Y Return (Ann) | -7.35% | 9.17% |
| 5Y Return (Ann) | -4.04% | 12.72% |
| Sharpe Ratio | 1.10 | 1.55 |
| Daily Std Dev | 22.44% | 17.39% |
| Max Drawdown | -49.57% | -46.04% |
| Current Drawdown | -31.05% | -2.00% |
Correlation
The correlation between IPRP.L and ZPRV.DE is 0.38, 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
IPRP.L vs. ZPRV.DE - Performance Comparison
In the year-to-date period, IPRP.L achieves a -2.97% return, which is significantly lower than ZPRV.DE's 2.75% 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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IPRP.L vs. ZPRV.DE - Expense Ratio Comparison
IPRP.L has a 0.40% expense ratio, which is higher than ZPRV.DE's 0.30% expense ratio.
Risk-Adjusted Performance
IPRP.L vs. ZPRV.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares European Property Yield UCITS ETF (IPRP.L) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). 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
IPRP.L vs. ZPRV.DE - Dividend Comparison
IPRP.L's dividend yield for the trailing twelve months is around 0.03%, while ZPRV.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPRP.L iShares European Property Yield UCITS ETF | 0.03% | 0.03% | 0.05% | 0.02% | 0.03% | 0.03% | 0.04% | 0.03% | 0.03% | 0.04% | 0.04% | 0.04% |
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IPRP.L vs. ZPRV.DE - Drawdown Comparison
The maximum IPRP.L drawdown since its inception was -49.57%, which is greater than ZPRV.DE's maximum drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for IPRP.L and ZPRV.DE. For additional features, visit the drawdowns tool.
Volatility
IPRP.L vs. ZPRV.DE - Volatility Comparison
iShares European Property Yield UCITS ETF (IPRP.L) has a higher volatility of 5.39% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) at 4.20%. This indicates that IPRP.L's price experiences larger fluctuations and is considered to be riskier than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.