IPRV.L vs. IWDA.L
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
IPRV.L and IWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009. Both IPRV.L and IWDA.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: IPRV.L or IWDA.L.
Correlation
The correlation between IPRV.L and IWDA.L is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IPRV.L vs. IWDA.L - Performance Comparison
Key characteristics
IPRV.L:
1.77
IWDA.L:
1.53
IPRV.L:
2.48
IWDA.L:
2.11
IPRV.L:
1.33
IWDA.L:
1.28
IPRV.L:
3.11
IWDA.L:
2.37
IPRV.L:
11.39
IWDA.L:
9.01
IPRV.L:
2.35%
IWDA.L:
1.99%
IPRV.L:
15.13%
IWDA.L:
11.79%
IPRV.L:
-76.77%
IWDA.L:
-34.11%
IPRV.L:
-4.38%
IWDA.L:
-0.74%
Returns By Period
In the year-to-date period, IPRV.L achieves a 3.36% return, which is significantly lower than IWDA.L's 4.10% return. Over the past 10 years, IPRV.L has outperformed IWDA.L with an annualized return of 15.84%, while IWDA.L has yielded a comparatively lower 10.09% annualized return.
IPRV.L
3.36%
-2.74%
18.09%
26.45%
14.40%
15.84%
IWDA.L
4.10%
1.05%
6.80%
18.44%
11.77%
10.09%
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IPRV.L vs. IWDA.L - Expense Ratio Comparison
IPRV.L has a 0.75% expense ratio, which is higher than IWDA.L's 0.20% expense ratio.
Risk-Adjusted Performance
IPRV.L vs. IWDA.L — Risk-Adjusted Performance Rank
IPRV.L
IWDA.L
IPRV.L vs. IWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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
IPRV.L vs. IWDA.L - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 3.68%, while IWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 3.68% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% | 6.01% |
IWDA.L iShares Core MSCI World 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% |
Drawdowns
IPRV.L vs. IWDA.L - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.77%, which is greater than IWDA.L's maximum drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for IPRV.L and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
IPRV.L vs. IWDA.L - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a higher volatility of 4.16% compared to iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) at 3.42%. This indicates that IPRV.L's price experiences larger fluctuations and is considered to be riskier than IWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.