IWDA.AS vs. IWDP.AS
IWDA.AS (iShares Core MSCI World UCITS ETF USD (Acc)) and IWDP.AS (iShares Developed Markets Property Yield UCITS ETF USD (Dist)) are both exchange-traded funds - IWDA.AS is a Global Equities fund tracking the MSCI World Index, while IWDP.AS is a REIT fund tracking the FTSE EPRA Nareit Global TR USD. Both are passively managed. Over the past 10 years, IWDA.AS returned 12.45%/yr vs 2.67%/yr for IWDP.AS. A 0.68 correlation means they provide meaningful diversification when combined. IWDA.AS charges 0.20%/yr vs 0.59%/yr for IWDP.AS.
Performance
IWDA.AS vs. IWDP.AS - Performance Comparison
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Returns By Period
In the year-to-date period, IWDA.AS achieves a 11.94% return, which is significantly lower than IWDP.AS's 14.46% return. Over the past 10 years, IWDA.AS has outperformed IWDP.AS with an annualized return of 12.45%, while IWDP.AS has yielded a comparatively lower 2.67% annualized return.
IWDA.AS
- 1D
- -1.12%
- 1M
- 0.52%
- 6M
- 8.77%
- YTD
- 11.94%
- 1Y
- 21.76%
- 3Y*
- 17.57%
- 5Y*
- 12.06%
- 10Y*
- 12.45%
IWDP.AS
- 1D
- 0.00%
- 1M
- 4.02%
- 6M
- 9.55%
- YTD
- 14.46%
- 1Y
- 16.56%
- 3Y*
- 8.18%
- 5Y*
- 1.66%
- 10Y*
- 2.67%
IWDA.AS vs. IWDP.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 11.94% | 7.08% | 27.23% | 19.89% | -13.54% | 32.54% | 6.20% | 29.58% | -4.16% | 7.49% |
IWDP.AS iShares Developed Markets Property Yield UCITS ETF USD (Dist) | 14.46% | -3.33% | 6.79% | 5.38% | -19.61% | 36.11% | -17.19% | 23.60% | -1.01% | -2.62% |
Correlation
The correlation between IWDA.AS and IWDP.AS is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.68 |
Over the past year, the correlation between IWDA.AS and IWDP.AS has dropped to 0.36 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
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Return for Risk
IWDA.AS vs. IWDP.AS — Risk / Return Rank
IWDA.AS
IWDP.AS
IWDA.AS vs. IWDP.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) and iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IWDA.AS | IWDP.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.27 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 2.18 | +1.15 |
| Martin ratioReturn relative to average drawdown | 13.18 | 6.88 | +6.30 |
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Drawdowns
IWDA.AS vs. IWDP.AS - Drawdown Comparison
The maximum IWDA.AS drawdown since its inception was -33.63%, smaller than the maximum IWDP.AS drawdown of -74.82%. Use the drawdown chart below to compare losses from any high point for IWDA.AS and IWDP.AS.
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Drawdown Indicators
| IWDA.AS | IWDP.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.63% | -74.82% | +41.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.45% | -7.55% | +1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -19.92% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | -29.88% | +8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | -41.55% | +7.92% |
Current DrawdownCurrent decline from peak | -1.19% | -1.39% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -21.13% | +16.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.40% | -0.76% |
Volatility
IWDA.AS vs. IWDP.AS - Volatility Comparison
The current volatility for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.AS) is 2.73%, while iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) has a volatility of 3.51%. This indicates that IWDA.AS experiences smaller price fluctuations and is considered to be less risky than IWDP.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWDA.AS | IWDP.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 3.51% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 8.74% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.13% | 11.15% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 14.52% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 16.00% | -1.05% |
IWDA.AS vs. IWDP.AS - Expense Ratio Comparison
IWDA.AS has a 0.20% expense ratio, which is lower than IWDP.AS's 0.59% expense ratio.
Dividends
IWDA.AS vs. IWDP.AS - Dividend Comparison
IWDA.AS has not paid dividends to shareholders, while IWDP.AS's dividend yield for the trailing twelve months is around 2.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWDP.AS iShares Developed Markets Property Yield UCITS ETF USD (Dist) | 2.84% | 3.20% | 3.10% | 3.15% | 3.70% | 2.11% | 3.18% | 2.91% | 3.87% | 3.11% | 3.06% | 2.96% |
Frequently Asked Questions
IWDA.AS and IWDP.AS have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.AS is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.AS is cheaper with a 0.20% expense ratio, compared with 0.59% for IWDP.AS.
IWDA.AS is categorized as Global Equities, while IWDP.AS is REIT. IWDA.AS tracks MSCI World Index, while IWDP.AS tracks FTSE EPRA Nareit Global TR USD. Their fees differ too: 0.20% for IWDA.AS and 0.59% for IWDP.AS.
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