IUSP.L vs. BBOX.L
Compare and contrast key facts about iShares US Property Yield UCITS ETF (IUSP.L) and Tritax Big Box REIT plc (BBOX.L).
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.
Performance
IUSP.L vs. BBOX.L - Performance Comparison
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IUSP.L vs. BBOX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSP.L iShares US Property Yield UCITS ETF | 5.32% | -3.93% | 7.50% | 7.68% | -14.52% | 44.90% | -13.29% | 18.62% | 2.32% | -4.08% |
BBOX.L Tritax Big Box REIT plc | -3.20% | 21.21% | -17.49% | 28.21% | -42.18% | 53.16% | 18.13% | 19.55% | -7.81% | 12.28% |
Returns By Period
In the year-to-date period, IUSP.L achieves a 5.32% return, which is significantly higher than BBOX.L's -3.20% return. Both investments have delivered pretty close results over the past 10 years, with IUSP.L having a 5.52% annualized return and BBOX.L not far ahead at 5.68%.
IUSP.L
- 1D
- -0.02%
- 1M
- -4.93%
- YTD
- 5.32%
- 6M
- 3.54%
- 1Y
- 2.53%
- 3Y*
- 6.12%
- 5Y*
- 5.62%
- 10Y*
- 5.52%
BBOX.L
- 1D
- 2.76%
- 1M
- -14.45%
- YTD
- -3.20%
- 6M
- 2.18%
- 1Y
- 9.03%
- 3Y*
- 6.64%
- 5Y*
- 0.20%
- 10Y*
- 5.68%
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Return for Risk
IUSP.L vs. BBOX.L — Risk / Return Rank
IUSP.L
BBOX.L
IUSP.L vs. BBOX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.L) and Tritax Big Box REIT plc (BBOX.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.
| IUSP.L | BBOX.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.41 | -0.25 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.69 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.09 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.62 | -0.35 |
Martin ratioReturn relative to average drawdown | 0.79 | 2.03 | -1.24 |
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
| IUSP.L | BBOX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.41 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.01 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.23 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.35 | -0.01 |
Correlation
The correlation between IUSP.L and BBOX.L is 0.32, 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
IUSP.L vs. BBOX.L - Dividend Comparison
IUSP.L's dividend yield for the trailing twelve months is around 4.21%, less than BBOX.L's 5.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSP.L iShares US Property Yield UCITS ETF | 4.21% | 4.31% | 3.87% | 4.00% | 4.62% | 2.87% | 4.40% | 4.08% | 5.87% | 4.28% | 4.37% | 4.41% |
BBOX.L Tritax Big Box REIT plc | 5.51% | 5.21% | 5.67% | 4.28% | 5.00% | 2.62% | 3.81% | 4.58% | 5.05% | 4.26% | 5.52% | 2.98% |
Drawdowns
IUSP.L vs. BBOX.L - Drawdown Comparison
The maximum IUSP.L drawdown since its inception was -62.47%, which is greater than BBOX.L's maximum drawdown of -48.58%. Use the drawdown chart below to compare losses from any high point for IUSP.L and BBOX.L.
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Drawdown Indicators
| IUSP.L | BBOX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.47% | -48.58% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -17.13% | +4.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -48.58% | +21.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.97% | -48.58% | +9.61% |
Current DrawdownCurrent decline from peak | -7.00% | -28.72% | +21.72% |
Average DrawdownAverage peak-to-trough decline | -11.21% | -12.93% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 5.27% | -2.15% |
Volatility
IUSP.L vs. BBOX.L - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IUSP.L) is 4.31%, while Tritax Big Box REIT plc (BBOX.L) has a volatility of 7.60%. This indicates that IUSP.L experiences smaller price fluctuations and is considered to be less risky than BBOX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSP.L | BBOX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 7.60% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 15.06% | -6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 21.83% | -6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 26.43% | -9.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 24.54% | -5.00% |