IPRV.L vs. BX
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and The Blackstone Group Inc. (BX).
IPRV.L is a passively managed fund by iShares that tracks the performance of the S&P Listed Private Equity Index. It was launched on Mar 16, 2007.
Performance
IPRV.L vs. BX - Performance Comparison
Loading graphics...
IPRV.L vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | -15.51% | -4.65% | 26.96% | 32.91% | -19.32% | 45.11% | 2.39% | 40.72% | -7.63% | 15.66% |
BX The Blackstone Group Inc. | -23.10% | -14.41% | 37.43% | 73.61% | -32.87% | 109.07% | 16.26% | 88.86% | 6.04% | 16.33% |
Different Trading Currencies
IPRV.L is traded in GBp, while BX is traded in USD. To make them comparable, the BX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IPRV.L achieves a -15.51% return, which is significantly higher than BX's -23.10% return. Over the past 10 years, IPRV.L has underperformed BX with an annualized return of 12.46%, while BX has yielded a comparatively higher 21.27% annualized return.
IPRV.L
- 1D
- 0.92%
- 1M
- -4.14%
- YTD
- -15.51%
- 6M
- -15.73%
- 1Y
- -10.88%
- 3Y*
- 9.96%
- 5Y*
- 7.43%
- 10Y*
- 12.46%
BX
- 1D
- 2.74%
- 1M
- 3.43%
- YTD
- -23.10%
- 6M
- -30.13%
- 1Y
- -16.89%
- 3Y*
- 10.26%
- 5Y*
- 13.66%
- 10Y*
- 21.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IPRV.L vs. BX — Risk / Return Rank
IPRV.L
BX
IPRV.L vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and The Blackstone Group Inc. (BX). 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.
| IPRV.L | BX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | -0.42 | -0.07 |
Sortino ratioReturn per unit of downside risk | -0.55 | -0.36 | -0.19 |
Omega ratioGain probability vs. loss probability | 0.93 | 0.95 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | -0.36 | -0.17 |
Martin ratioReturn relative to average drawdown | -1.39 | -0.85 | -0.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IPRV.L | BX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | -0.42 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.37 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.35 | -0.06 |
Correlation
The correlation between IPRV.L and BX is 0.51, 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.
Dividends
IPRV.L vs. BX - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 4.71%, more than BX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 4.71% | 3.98% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% |
BX The Blackstone Group Inc. | 4.12% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
Drawdowns
IPRV.L vs. BX - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.57%, smaller than the maximum BX drawdown of -82.81%. Use the drawdown chart below to compare losses from any high point for IPRV.L and BX.
Loading graphics...
Drawdown Indicators
| IPRV.L | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.57% | -87.62% | +11.05% |
Max Drawdown (1Y)Largest decline over 1 year | -23.47% | -44.76% | +21.29% |
Max Drawdown (5Y)Largest decline over 5 years | -27.90% | -49.29% | +21.39% |
Max Drawdown (10Y)Largest decline over 10 years | -44.53% | -49.29% | +4.76% |
Current DrawdownCurrent decline from peak | -25.47% | -39.75% | +14.28% |
Average DrawdownAverage peak-to-trough decline | -12.99% | -25.60% | +12.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.05% | 18.96% | -9.91% |
Volatility
IPRV.L vs. BX - Volatility Comparison
The current volatility for iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) is 6.96%, while The Blackstone Group Inc. (BX) has a volatility of 12.94%. This indicates that IPRV.L experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IPRV.L | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.96% | 12.94% | -5.98% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 25.84% | -11.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 40.12% | -17.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.35% | 37.22% | -17.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.25% | 34.79% | -14.54% |