IWDP.AS vs. BIRDX
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and iShares Developed Real Estate Index Fund (BIRDX).
IWDP.AS is a passively managed fund by iShares that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Oct 20, 2006. BIRDX is managed by Blackrock. It was launched on Aug 12, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWDP.AS or BIRDX.
Key characteristics
| IWDP.AS | BIRDX | |
|---|---|---|
| YTD Return | 10.71% | 8.54% |
| 1Y Return | 30.41% | 33.78% |
| 3Y Return (Ann) | -0.43% | -2.08% |
| 5Y Return (Ann) | 0.99% | 0.71% |
| Sharpe Ratio | 2.19 | 2.12 |
| Sortino Ratio | 3.26 | 3.14 |
| Omega Ratio | 1.42 | 1.39 |
| Calmar Ratio | 1.06 | 1.01 |
| Martin Ratio | 11.18 | 8.64 |
| Ulcer Index | 2.61% | 3.79% |
| Daily Std Dev | 13.46% | 15.46% |
| Max Drawdown | -68.40% | -43.03% |
| Current Drawdown | -7.28% | -9.76% |
Correlation
The correlation between IWDP.AS and BIRDX is 0.70, 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
IWDP.AS vs. BIRDX - Performance Comparison
In the year-to-date period, IWDP.AS achieves a 10.71% return, which is significantly higher than BIRDX's 8.54% 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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IWDP.AS vs. BIRDX - Expense Ratio Comparison
IWDP.AS has a 0.59% expense ratio, which is higher than BIRDX's 0.19% expense ratio.
Risk-Adjusted Performance
IWDP.AS vs. BIRDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and iShares Developed Real Estate Index Fund (BIRDX). 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
IWDP.AS vs. BIRDX - Dividend Comparison
IWDP.AS's dividend yield for the trailing twelve months is around 3.24%, less than BIRDX's 23.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWDP.AS iShares Developed Markets Property Yield UCITS ETF USD (Dist) | 3.24% | 3.41% | 3.91% | 2.51% | 3.58% | 3.25% | 4.52% | 3.49% | 3.44% | 3.28% | 3.42% | 4.07% |
BIRDX iShares Developed Real Estate Index Fund | 23.14% | 2.99% | 1.24% | 3.54% | 1.78% | 6.67% | 4.18% | 4.71% | 2.24% | 1.38% | 0.00% | 0.00% |
Drawdowns
IWDP.AS vs. BIRDX - Drawdown Comparison
The maximum IWDP.AS drawdown since its inception was -68.40%, which is greater than BIRDX's maximum drawdown of -43.03%. Use the drawdown chart below to compare losses from any high point for IWDP.AS and BIRDX. For additional features, visit the drawdowns tool.
Volatility
IWDP.AS vs. BIRDX - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) is 2.76%, while iShares Developed Real Estate Index Fund (BIRDX) has a volatility of 3.26%. This indicates that IWDP.AS experiences smaller price fluctuations and is considered to be less risky than BIRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.