ISWD.L vs. NREF
Compare and contrast key facts about iShares MSCI World Islamic UCITS ETF USD (Dist) (ISWD.L) and NexPoint Real Estate Finance, Inc. (NREF).
ISWD.L is a passively managed fund by iShares that tracks the performance of the MSCI World Islamic Index. It was launched on Dec 7, 2007.
Performance
ISWD.L vs. NREF - Performance Comparison
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ISWD.L vs. NREF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ISWD.L iShares MSCI World Islamic UCITS ETF USD (Dist) | 1.00% | 11.58% | 7.85% | 17.25% | -0.87% | 23.70% | 2.81% |
NREF NexPoint Real Estate Finance, Inc. | 1.05% | -5.01% | 15.49% | 11.49% | 1.93% | 29.02% | -8.33% |
Different Trading Currencies
ISWD.L is traded in GBp, while NREF is traded in USD. To make them comparable, the NREF values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, ISWD.L achieves a 1.00% return, which is significantly lower than NREF's 1.05% return.
ISWD.L
- 1D
- 0.07%
- 1M
- -4.70%
- YTD
- 1.00%
- 6M
- 5.93%
- 1Y
- 22.17%
- 3Y*
- 10.53%
- 5Y*
- 10.72%
- 10Y*
- 11.04%
NREF
- 1D
- 0.38%
- 1M
- -1.88%
- YTD
- 1.05%
- 6M
- 3.61%
- 1Y
- -1.47%
- 3Y*
- 7.01%
- 5Y*
- 6.44%
- 10Y*
- —
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Return for Risk
ISWD.L vs. NREF — Risk / Return Rank
ISWD.L
NREF
ISWD.L vs. NREF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Islamic UCITS ETF USD (Dist) (ISWD.L) and NexPoint Real Estate Finance, Inc. (NREF). 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.
| ISWD.L | NREF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | -0.05 | +1.56 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.13 | +1.98 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.02 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | -0.04 | +2.08 |
Martin ratioReturn relative to average drawdown | 8.78 | -0.11 | +8.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISWD.L | NREF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | -0.05 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.20 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.15 | +0.52 |
Correlation
The correlation between ISWD.L and NREF is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ISWD.L vs. NREF - Dividend Comparison
ISWD.L's dividend yield for the trailing twelve months is around 1.48%, less than NREF's 14.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISWD.L iShares MSCI World Islamic UCITS ETF USD (Dist) | 1.48% | 1.50% | 1.74% | 1.99% | 2.43% | 1.98% | 1.88% | 2.37% | 2.39% | 2.09% | 2.09% | 2.62% |
NREF NexPoint Real Estate Finance, Inc. | 14.85% | 14.20% | 12.75% | 17.40% | 12.59% | 9.87% | 8.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISWD.L vs. NREF - Drawdown Comparison
The maximum ISWD.L drawdown since its inception was -31.52%, smaller than the maximum NREF drawdown of -62.66%. Use the drawdown chart below to compare losses from any high point for ISWD.L and NREF.
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Drawdown Indicators
| ISWD.L | NREF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.52% | -66.09% | +34.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.29% | -14.80% | +4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -21.00% | -44.78% | +23.78% |
Max Drawdown (10Y)Largest decline over 10 years | -24.90% | — | — |
Current DrawdownCurrent decline from peak | -4.72% | -10.35% | +5.63% |
Average DrawdownAverage peak-to-trough decline | -3.64% | -17.20% | +13.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 6.68% | -4.35% |
Volatility
ISWD.L vs. NREF - Volatility Comparison
The current volatility for iShares MSCI World Islamic UCITS ETF USD (Dist) (ISWD.L) is 4.01%, while NexPoint Real Estate Finance, Inc. (NREF) has a volatility of 7.97%. This indicates that ISWD.L experiences smaller price fluctuations and is considered to be less risky than NREF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISWD.L | NREF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 7.97% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 17.59% | -8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 28.67% | -13.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 32.72% | -19.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.30% | 44.73% | -30.43% |