IWDP.AS vs. MAGS
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and Roundhill Magnificent Seven ETF (MAGS).
IWDP.AS and MAGS 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. MAGS is an actively managed fund by Roundhill. It was launched on Apr 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWDP.AS or MAGS.
Key characteristics
| IWDP.AS | MAGS | |
|---|---|---|
| YTD Return | 10.71% | 46.16% |
| 1Y Return | 30.41% | 72.11% |
| Sharpe Ratio | 2.19 | 3.08 |
| Sortino Ratio | 3.26 | 3.74 |
| Omega Ratio | 1.42 | 1.51 |
| Calmar Ratio | 1.06 | 4.16 |
| Martin Ratio | 11.18 | 13.58 |
| Ulcer Index | 2.61% | 5.55% |
| Daily Std Dev | 13.46% | 24.46% |
| Max Drawdown | -68.40% | -18.10% |
| Current Drawdown | -7.28% | -1.91% |
Correlation
The correlation between IWDP.AS and MAGS is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IWDP.AS vs. MAGS - Performance Comparison
In the year-to-date period, IWDP.AS achieves a 10.71% return, which is significantly lower than MAGS's 46.16% 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. MAGS - Expense Ratio Comparison
IWDP.AS has a 0.59% expense ratio, which is higher than MAGS's 0.29% expense ratio.
Risk-Adjusted Performance
IWDP.AS vs. MAGS - 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 Roundhill Magnificent Seven ETF (MAGS). 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. MAGS - Dividend Comparison
IWDP.AS's dividend yield for the trailing twelve months is around 3.24%, more than MAGS's 0.30% 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% |
MAGS Roundhill Magnificent Seven ETF | 0.30% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWDP.AS vs. MAGS - Drawdown Comparison
The maximum IWDP.AS drawdown since its inception was -68.40%, which is greater than MAGS's maximum drawdown of -18.10%. Use the drawdown chart below to compare losses from any high point for IWDP.AS and MAGS. For additional features, visit the drawdowns tool.
Volatility
IWDP.AS vs. MAGS - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) is 2.76%, while Roundhill Magnificent Seven ETF (MAGS) has a volatility of 5.78%. This indicates that IWDP.AS experiences smaller price fluctuations and is considered to be less risky than MAGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.