IUSP.L vs. SPYD
Compare and contrast key facts about iShares US Property Yield UCITS ETF (IUSP.L) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
IUSP.L and SPYD 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. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015. Both IUSP.L and SPYD 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 SPYD.
Key characteristics
| IUSP.L | SPYD | |
|---|---|---|
| YTD Return | -3.77% | 4.02% |
| 1Y Return | 6.01% | 14.70% |
| 3Y Return (Ann) | 3.52% | 3.26% |
| 5Y Return (Ann) | 3.50% | 6.34% |
| Sharpe Ratio | 0.40 | 0.92 |
| Daily Std Dev | 16.93% | 15.60% |
| Max Drawdown | -62.82% | -46.42% |
| Current Drawdown | -14.51% | -2.65% |
Correlation
The correlation between IUSP.L and SPYD 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. SPYD - Performance Comparison
In the year-to-date period, IUSP.L achieves a -3.77% return, which is significantly lower than SPYD's 4.02% 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. SPYD - Expense Ratio Comparison
IUSP.L has a 0.40% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
IUSP.L vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.L) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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. SPYD - Dividend Comparison
IUSP.L's dividend yield for the trailing twelve months is around 0.04%, less than SPYD's 4.49% 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% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.49% | 4.66% | 5.01% | 3.68% | 4.95% | 4.43% | 4.75% | 4.63% | 4.34% | 1.13% | 0.00% | 0.00% |
Drawdowns
IUSP.L vs. SPYD - Drawdown Comparison
The maximum IUSP.L drawdown since its inception was -62.82%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for IUSP.L and SPYD. For additional features, visit the drawdowns tool.
Volatility
IUSP.L vs. SPYD - Volatility Comparison
iShares US Property Yield UCITS ETF (IUSP.L) has a higher volatility of 5.35% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 4.54%. This indicates that IUSP.L's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.