IWDP.AS vs. HPRO.L
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and HSBC FTSE EPRA/NAREIT Developed UCITS ETF (HPRO.L).
IWDP.AS and HPRO.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. HPRO.L is a passively managed fund by HSBC Investment Funds (Luxembourg) S.A. that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Jun 20, 2011. Both IWDP.AS and HPRO.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: IWDP.AS or HPRO.L.
Key characteristics
| IWDP.AS | HPRO.L | |
|---|---|---|
| YTD Return | 10.71% | 5.64% |
| 1Y Return | 30.41% | 24.34% |
| 3Y Return (Ann) | -0.43% | -0.81% |
| 5Y Return (Ann) | 0.99% | 0.30% |
| 10Y Return (Ann) | 5.06% | 5.37% |
| Sharpe Ratio | 2.19 | 1.98 |
| Sortino Ratio | 3.26 | 2.96 |
| Omega Ratio | 1.42 | 1.37 |
| Calmar Ratio | 1.06 | 1.02 |
| Martin Ratio | 11.18 | 7.50 |
| Ulcer Index | 2.61% | 3.40% |
| Daily Std Dev | 13.46% | 12.91% |
| Max Drawdown | -68.40% | -35.45% |
| Current Drawdown | -7.28% | -7.60% |
Correlation
The correlation between IWDP.AS and HPRO.L is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IWDP.AS vs. HPRO.L - Performance Comparison
In the year-to-date period, IWDP.AS achieves a 10.71% return, which is significantly higher than HPRO.L's 5.64% return. Over the past 10 years, IWDP.AS has underperformed HPRO.L with an annualized return of 5.06%, while HPRO.L has yielded a comparatively higher 5.37% annualized 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. HPRO.L - Expense Ratio Comparison
IWDP.AS has a 0.59% expense ratio, which is higher than HPRO.L's 0.24% expense ratio.
Risk-Adjusted Performance
IWDP.AS vs. HPRO.L - 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 HSBC FTSE EPRA/NAREIT Developed UCITS ETF (HPRO.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
IWDP.AS vs. HPRO.L - Dividend Comparison
IWDP.AS's dividend yield for the trailing twelve months is around 3.24%, more than HPRO.L's 3.20% 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% |
HPRO.L HSBC FTSE EPRA/NAREIT Developed UCITS ETF | 3.20% | 3.43% | 3.46% | 2.25% | 3.06% | 3.05% | 3.22% | 3.04% | 2.84% | 2.64% | 2.49% | 2.96% |
Drawdowns
IWDP.AS vs. HPRO.L - Drawdown Comparison
The maximum IWDP.AS drawdown since its inception was -68.40%, which is greater than HPRO.L's maximum drawdown of -35.45%. Use the drawdown chart below to compare losses from any high point for IWDP.AS and HPRO.L. For additional features, visit the drawdowns tool.
Volatility
IWDP.AS vs. HPRO.L - Volatility Comparison
iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) has a higher volatility of 2.76% compared to HSBC FTSE EPRA/NAREIT Developed UCITS ETF (HPRO.L) at 2.53%. This indicates that IWDP.AS's price experiences larger fluctuations and is considered to be riskier than HPRO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.