IPRV.L vs. IWMO.L
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L).
IPRV.L and IWMO.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. IWMO.L is a passively managed fund by iShares that tracks the performance of the MSCI World Momentum Index. It was launched on Oct 3, 2014. Both IPRV.L and IWMO.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 IWMO.L.
Correlation
The correlation between IPRV.L and IWMO.L is 0.68, 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
IPRV.L vs. IWMO.L - Performance Comparison
Key characteristics
IPRV.L:
1.74
IWMO.L:
1.35
IPRV.L:
2.44
IWMO.L:
1.83
IPRV.L:
1.32
IWMO.L:
1.25
IPRV.L:
3.05
IWMO.L:
1.68
IPRV.L:
11.26
IWMO.L:
6.81
IPRV.L:
2.34%
IWMO.L:
3.28%
IPRV.L:
15.13%
IWMO.L:
16.73%
IPRV.L:
-76.77%
IWMO.L:
-31.52%
IPRV.L:
-4.47%
IWMO.L:
-1.67%
Returns By Period
In the year-to-date period, IPRV.L achieves a 3.26% return, which is significantly lower than IWMO.L's 6.56% return. Over the past 10 years, IPRV.L has outperformed IWMO.L with an annualized return of 15.89%, while IWMO.L has yielded a comparatively lower 12.06% annualized return.
IPRV.L
3.26%
-2.40%
19.27%
27.96%
14.39%
15.89%
IWMO.L
6.56%
3.71%
9.72%
26.19%
11.93%
12.06%
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IPRV.L vs. IWMO.L - Expense Ratio Comparison
IPRV.L has a 0.75% expense ratio, which is higher than IWMO.L's 0.25% expense ratio.
Risk-Adjusted Performance
IPRV.L vs. IWMO.L — Risk-Adjusted Performance Rank
IPRV.L
IWMO.L
IPRV.L vs. IWMO.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 Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.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. IWMO.L - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 3.69%, while IWMO.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) | 3.69% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% | 6.01% |
IWMO.L iShares Edge MSCI World Momentum Factor 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. IWMO.L - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.77%, which is greater than IWMO.L's maximum drawdown of -31.52%. Use the drawdown chart below to compare losses from any high point for IPRV.L and IWMO.L. For additional features, visit the drawdowns tool.
Volatility
IPRV.L vs. IWMO.L - Volatility Comparison
The current volatility for iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) is 4.40%, while iShares Edge MSCI World Momentum Factor UCITS ETF USD (Acc) (IWMO.L) has a volatility of 4.75%. This indicates that IPRV.L experiences smaller price fluctuations and is considered to be less risky than IWMO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.