IUSP.L vs. IUKP.L
Compare and contrast key facts about iShares US Property Yield UCITS ETF (IUSP.L) and iShares UK Property UCITS ETF (IUKP.L).
IUSP.L and IUKP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IUSP.L and IUKP.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: IUSP.L or IUKP.L.
Key characteristics
| IUSP.L | IUKP.L | |
|---|---|---|
| YTD Return | -3.59% | -2.08% |
| 1Y Return | 6.55% | 5.63% |
| 3Y Return (Ann) | 4.39% | -4.80% |
| 5Y Return (Ann) | 3.36% | -1.73% |
| 10Y Return (Ann) | 8.39% | 0.74% |
| Sharpe Ratio | 0.38 | 0.31 |
| Daily Std Dev | 16.86% | 23.05% |
| Max Drawdown | -62.62% | -79.72% |
| Current Drawdown | -14.34% | -28.46% |
Correlation
The correlation between IUSP.L and IUKP.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
IUSP.L vs. IUKP.L - Performance Comparison
In the year-to-date period, IUSP.L achieves a -3.59% return, which is significantly lower than IUKP.L's -2.08% return. Over the past 10 years, IUSP.L has outperformed IUKP.L with an annualized return of 8.39%, while IUKP.L has yielded a comparatively lower 0.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IUSP.L vs. IUKP.L - Expense Ratio Comparison
Both IUSP.L and IUKP.L have an expense ratio of 0.40%.
Risk-Adjusted Performance
IUSP.L vs. IUKP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.L) and iShares UK Property UCITS ETF (IUKP.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
IUSP.L vs. IUKP.L - Dividend Comparison
IUSP.L's dividend yield for the trailing twelve months is around 0.04%, which matches IUKP.L's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSP.L iShares US Property Yield UCITS ETF | 0.04% | 0.04% | 0.05% | 0.03% | 0.04% | 0.04% | 0.06% | 0.04% | 0.04% | 0.04% | 0.04% | 0.05% |
IUKP.L iShares UK Property UCITS ETF | 0.04% | 0.04% | 0.04% | 0.02% | 0.02% | 0.03% | 0.04% | 0.03% | 0.03% | 0.02% | 0.02% | 0.02% |
Drawdowns
IUSP.L vs. IUKP.L - Drawdown Comparison
The maximum IUSP.L drawdown since its inception was -62.62%, smaller than the maximum IUKP.L drawdown of -79.72%. Use the drawdown chart below to compare losses from any high point for IUSP.L and IUKP.L. For additional features, visit the drawdowns tool.
Volatility
IUSP.L vs. IUKP.L - Volatility Comparison
iShares US Property Yield UCITS ETF (IUSP.L) and iShares UK Property UCITS ETF (IUKP.L) have volatilities of 4.95% and 4.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.