IUKP.L vs. IUSP.L
Compare and contrast key facts about iShares UK Property UCITS ETF (IUKP.L) and iShares US Property Yield UCITS ETF (IUSP.L).
IUKP.L and IUSP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUKP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT United Kingdom. It was launched on Mar 16, 2007. IUSP.L is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit United States TR USD. It was launched on Nov 3, 2006. Both IUKP.L and IUSP.L 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: IUKP.L or IUSP.L.
Key characteristics
| IUKP.L | IUSP.L | |
|---|---|---|
| YTD Return | -7.77% | 7.79% |
| 1Y Return | 5.87% | 24.91% |
| 3Y Return (Ann) | -10.22% | 1.31% |
| 5Y Return (Ann) | -4.13% | 3.81% |
| 10Y Return (Ann) | -0.10% | 8.04% |
| Sharpe Ratio | 0.32 | 1.66 |
| Sortino Ratio | 0.64 | 2.39 |
| Omega Ratio | 1.07 | 1.30 |
| Calmar Ratio | 0.17 | 1.02 |
| Martin Ratio | 1.18 | 7.14 |
| Ulcer Index | 5.11% | 3.40% |
| Daily Std Dev | 18.68% | 14.59% |
| Max Drawdown | -79.72% | -62.62% |
| Current Drawdown | -32.61% | -4.23% |
Correlation
The correlation between IUKP.L and IUSP.L is 0.49, 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
IUKP.L vs. IUSP.L - Performance Comparison
In the year-to-date period, IUKP.L achieves a -7.77% return, which is significantly lower than IUSP.L's 7.79% return. Over the past 10 years, IUKP.L has underperformed IUSP.L with an annualized return of -0.10%, while IUSP.L has yielded a comparatively higher 8.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUKP.L vs. IUSP.L - Expense Ratio Comparison
Both IUKP.L and IUSP.L have an expense ratio of 0.40%.
Risk-Adjusted Performance
IUKP.L vs. IUSP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Property UCITS ETF (IUKP.L) and iShares US Property Yield UCITS ETF (IUSP.L). 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
IUKP.L vs. IUSP.L - Dividend Comparison
IUKP.L's dividend yield for the trailing twelve months is around 4.15%, more than IUSP.L's 3.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKP.L iShares UK Property UCITS ETF | 4.15% | 3.53% | 3.63% | 2.01% | 1.94% | 2.78% | 3.72% | 3.05% | 2.72% | 2.39% | 2.06% | 2.27% |
IUSP.L iShares US Property Yield UCITS ETF | 3.88% | 4.00% | 4.62% | 2.87% | 4.40% | 4.08% | 5.87% | 4.28% | 4.37% | 4.41% | 4.31% | 4.92% |
Drawdowns
IUKP.L vs. IUSP.L - Drawdown Comparison
The maximum IUKP.L drawdown since its inception was -79.72%, which is greater than IUSP.L's maximum drawdown of -62.62%. Use the drawdown chart below to compare losses from any high point for IUKP.L and IUSP.L. For additional features, visit the drawdowns tool.
Volatility
IUKP.L vs. IUSP.L - Volatility Comparison
iShares UK Property UCITS ETF (IUKP.L) has a higher volatility of 5.55% compared to iShares US Property Yield UCITS ETF (IUSP.L) at 4.14%. This indicates that IUKP.L's price experiences larger fluctuations and is considered to be riskier than IUSP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.