IPRV.L vs. XDEM.DE
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE).
IPRV.L and XDEM.DE 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. XDEM.DE is a passively managed fund by DWS Investment S.A. (ETF) that tracks the performance of the MSCI ACWI Growth NR USD. It was launched on Sep 5, 2014. Both IPRV.L and XDEM.DE 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 XDEM.DE.
Correlation
The correlation between IPRV.L and XDEM.DE is 0.62, 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. XDEM.DE - Performance Comparison
Key characteristics
IPRV.L:
1.77
XDEM.DE:
1.74
IPRV.L:
2.48
XDEM.DE:
2.28
IPRV.L:
1.33
XDEM.DE:
1.34
IPRV.L:
3.11
XDEM.DE:
2.04
IPRV.L:
11.39
XDEM.DE:
8.25
IPRV.L:
2.35%
XDEM.DE:
3.57%
IPRV.L:
15.13%
XDEM.DE:
16.93%
IPRV.L:
-76.77%
XDEM.DE:
-30.93%
IPRV.L:
-4.38%
XDEM.DE:
0.00%
Returns By Period
In the year-to-date period, IPRV.L achieves a 3.36% return, which is significantly lower than XDEM.DE's 7.84% return. Both investments have delivered pretty close results over the past 10 years, with IPRV.L having a 15.84% annualized return and XDEM.DE not far behind at 15.68%.
IPRV.L
3.36%
-2.74%
18.09%
26.45%
14.40%
15.84%
XDEM.DE
7.84%
3.46%
18.22%
27.88%
13.03%
15.68%
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IPRV.L vs. XDEM.DE - Expense Ratio Comparison
IPRV.L has a 0.75% expense ratio, which is higher than XDEM.DE's 0.25% expense ratio.
Risk-Adjusted Performance
IPRV.L vs. XDEM.DE — Risk-Adjusted Performance Rank
IPRV.L
XDEM.DE
IPRV.L vs. XDEM.DE - 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 Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE). 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. XDEM.DE - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 3.68%, while XDEM.DE 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% |
XDEM.DE Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.63% |
Drawdowns
IPRV.L vs. XDEM.DE - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.77%, which is greater than XDEM.DE's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for IPRV.L and XDEM.DE. For additional features, visit the drawdowns tool.
Volatility
IPRV.L vs. XDEM.DE - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and Xtrackers MSCI World Momentum Factor UCITS ETF 1C (XDEM.DE) have volatilities of 4.16% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.