IPRV.L vs. SPY
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and SPDR S&P 500 ETF (SPY).
IPRV.L and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both IPRV.L and SPY 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 SPY.
Correlation
The correlation between IPRV.L and SPY 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.
Performance
IPRV.L vs. SPY - Performance Comparison
Key characteristics
IPRV.L:
1.77
SPY:
1.75
IPRV.L:
2.48
SPY:
2.36
IPRV.L:
1.33
SPY:
1.32
IPRV.L:
3.11
SPY:
2.66
IPRV.L:
11.39
SPY:
11.01
IPRV.L:
2.35%
SPY:
2.03%
IPRV.L:
15.13%
SPY:
12.77%
IPRV.L:
-76.77%
SPY:
-55.19%
IPRV.L:
-4.38%
SPY:
-2.12%
Returns By Period
In the year-to-date period, IPRV.L achieves a 3.36% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, IPRV.L has outperformed SPY with an annualized return of 15.84%, while SPY has yielded a comparatively lower 12.96% annualized return.
IPRV.L
3.36%
-2.74%
18.09%
26.45%
14.40%
15.84%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IPRV.L vs. SPY - Expense Ratio Comparison
IPRV.L has a 0.75% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
IPRV.L vs. SPY — Risk-Adjusted Performance Rank
IPRV.L
SPY
IPRV.L vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 3.68%, more than SPY's 1.18% yield.
| 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% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
IPRV.L vs. SPY - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.77%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for IPRV.L and SPY. For additional features, visit the drawdowns tool.
Volatility
IPRV.L vs. SPY - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a higher volatility of 4.16% compared to SPDR S&P 500 ETF (SPY) at 3.32%. This indicates that IPRV.L's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.