ITWN.L vs. SPINX
Compare and contrast key facts about iShares MSCI Taiwan UCITS ETF (ITWN.L) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX).
ITWN.L is a passively managed fund by iShares that tracks the performance of the MSCI Taiwan NR USD. It was launched on Oct 28, 2005. SPINX is managed by SEI. It was launched on Dec 18, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITWN.L or SPINX.
Correlation
The correlation between ITWN.L and SPINX is 0.44, 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
ITWN.L vs. SPINX - Performance Comparison
Key characteristics
ITWN.L:
1.08
SPINX:
-0.06
ITWN.L:
1.49
SPINX:
0.09
ITWN.L:
1.20
SPINX:
1.02
ITWN.L:
1.37
SPINX:
-0.07
ITWN.L:
4.45
SPINX:
-0.18
ITWN.L:
5.32%
SPINX:
8.74%
ITWN.L:
22.03%
SPINX:
25.38%
ITWN.L:
-48.27%
SPINX:
-33.82%
ITWN.L:
-3.73%
SPINX:
-20.41%
Returns By Period
In the year-to-date period, ITWN.L achieves a 1.00% return, which is significantly lower than SPINX's 2.41% return. Over the past 10 years, ITWN.L has outperformed SPINX with an annualized return of 14.62%, while SPINX has yielded a comparatively lower 7.61% annualized return.
ITWN.L
1.00%
-3.59%
7.08%
23.72%
16.82%
14.62%
SPINX
2.41%
-1.64%
-13.64%
-3.77%
5.18%
7.61%
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ITWN.L vs. SPINX - Expense Ratio Comparison
ITWN.L has a 0.74% expense ratio, which is higher than SPINX's 0.12% expense ratio.
Risk-Adjusted Performance
ITWN.L vs. SPINX — Risk-Adjusted Performance Rank
ITWN.L
SPINX
ITWN.L vs. SPINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Taiwan UCITS ETF (ITWN.L) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX). 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
ITWN.L vs. SPINX - Dividend Comparison
ITWN.L's dividend yield for the trailing twelve months is around 1.36%, less than SPINX's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITWN.L iShares MSCI Taiwan UCITS ETF | 1.36% | 1.37% | 2.14% | 3.54% | 1.33% | 1.83% | 2.28% | 2.72% | 2.74% | 2.86% | 3.23% | 1.40% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 1.60% | 1.64% | 1.53% | 1.69% | 1.28% | 1.53% | 1.75% | 2.47% | 1.86% | 1.98% | 2.02% | 1.74% |
Drawdowns
ITWN.L vs. SPINX - Drawdown Comparison
The maximum ITWN.L drawdown since its inception was -48.27%, which is greater than SPINX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for ITWN.L and SPINX. For additional features, visit the drawdowns tool.
Volatility
ITWN.L vs. SPINX - Volatility Comparison
iShares MSCI Taiwan UCITS ETF (ITWN.L) has a higher volatility of 8.45% compared to SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) at 3.38%. This indicates that ITWN.L's price experiences larger fluctuations and is considered to be riskier than SPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.