IPRV.L vs. TDIV.AS
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS).
IPRV.L and TDIV.AS 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. TDIV.AS is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016. Both IPRV.L and TDIV.AS 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 TDIV.AS.
Correlation
The correlation between IPRV.L and TDIV.AS is 0.70, 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. TDIV.AS - Performance Comparison
Key characteristics
IPRV.L:
1.97
TDIV.AS:
2.34
IPRV.L:
2.74
TDIV.AS:
3.01
IPRV.L:
1.36
TDIV.AS:
1.43
IPRV.L:
3.45
TDIV.AS:
3.37
IPRV.L:
12.84
TDIV.AS:
14.28
IPRV.L:
2.32%
TDIV.AS:
1.68%
IPRV.L:
15.10%
TDIV.AS:
10.24%
IPRV.L:
-76.77%
TDIV.AS:
-36.06%
IPRV.L:
-3.11%
TDIV.AS:
0.00%
Returns By Period
In the year-to-date period, IPRV.L achieves a 4.73% return, which is significantly lower than TDIV.AS's 9.29% return.
IPRV.L
4.73%
-0.29%
21.43%
29.76%
14.72%
16.00%
TDIV.AS
9.29%
4.90%
16.50%
24.93%
12.93%
N/A
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. TDIV.AS - Expense Ratio Comparison
IPRV.L has a 0.75% expense ratio, which is higher than TDIV.AS's 0.38% expense ratio.
Risk-Adjusted Performance
IPRV.L vs. TDIV.AS — Risk-Adjusted Performance Rank
IPRV.L
TDIV.AS
IPRV.L vs. TDIV.AS - 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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS). 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. TDIV.AS - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 3.63%, less than TDIV.AS's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 3.63% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% | 6.01% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.83% | 4.19% | 4.98% | 4.55% | 3.98% | 4.12% | 4.40% | 4.93% | 3.95% | 1.11% | 0.00% | 0.00% |
Drawdowns
IPRV.L vs. TDIV.AS - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.77%, which is greater than TDIV.AS's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for IPRV.L and TDIV.AS. For additional features, visit the drawdowns tool.
Volatility
IPRV.L vs. TDIV.AS - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a higher volatility of 4.33% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDIV.AS) at 2.67%. This indicates that IPRV.L's price experiences larger fluctuations and is considered to be riskier than TDIV.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.