IUKP.L vs. REET
Compare and contrast key facts about iShares UK Property UCITS ETF (IUKP.L) and iShares Global REIT ETF (REET).
IUKP.L and REET 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. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. Both IUKP.L and REET 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 REET.
Key characteristics
| IUKP.L | REET | |
|---|---|---|
| YTD Return | -5.94% | 8.75% |
| 1Y Return | 7.36% | 26.83% |
| 3Y Return (Ann) | -9.74% | -1.55% |
| 5Y Return (Ann) | -3.82% | 1.95% |
| 10Y Return (Ann) | -0.20% | 4.08% |
| Sharpe Ratio | 0.39 | 1.81 |
| Sortino Ratio | 0.74 | 2.63 |
| Omega Ratio | 1.08 | 1.33 |
| Calmar Ratio | 0.22 | 0.97 |
| Martin Ratio | 1.41 | 6.81 |
| Ulcer Index | 5.25% | 4.10% |
| Daily Std Dev | 18.70% | 15.46% |
| Max Drawdown | -79.72% | -44.59% |
| Current Drawdown | -31.27% | -8.98% |
Correlation
The correlation between IUKP.L and REET 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. REET - Performance Comparison
In the year-to-date period, IUKP.L achieves a -5.94% return, which is significantly lower than REET's 8.75% return. Over the past 10 years, IUKP.L has underperformed REET with an annualized return of -0.20%, while REET has yielded a comparatively higher 4.08% 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. REET - Expense Ratio Comparison
IUKP.L has a 0.40% expense ratio, which is higher than REET's 0.14% expense ratio.
Risk-Adjusted Performance
IUKP.L vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Property UCITS ETF (IUKP.L) and iShares Global REIT ETF (REET). 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. REET - Dividend Comparison
IUKP.L's dividend yield for the trailing twelve months is around 4.07%, more than REET's 2.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKP.L iShares UK Property UCITS ETF | 4.07% | 3.53% | 3.63% | 2.01% | 1.94% | 2.78% | 3.72% | 3.05% | 2.72% | 2.39% | 2.06% | 2.27% |
REET iShares Global REIT ETF | 2.70% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% | 0.00% |
Drawdowns
IUKP.L vs. REET - Drawdown Comparison
The maximum IUKP.L drawdown since its inception was -79.72%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for IUKP.L and REET. For additional features, visit the drawdowns tool.
Volatility
IUKP.L vs. REET - Volatility Comparison
iShares UK Property UCITS ETF (IUKP.L) has a higher volatility of 5.83% compared to iShares Global REIT ETF (REET) at 4.43%. This indicates that IUKP.L's price experiences larger fluctuations and is considered to be riskier than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.