IWDP.AS vs. VGT
Compare and contrast key facts about iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and Vanguard Information Technology ETF (VGT).
IWDP.AS and VGT 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. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both IWDP.AS and VGT 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 VGT.
Key characteristics
| IWDP.AS | VGT | |
|---|---|---|
| YTD Return | 10.71% | 25.28% |
| 1Y Return | 30.41% | 51.38% |
| 3Y Return (Ann) | -0.43% | 12.51% |
| 5Y Return (Ann) | 0.99% | 23.03% |
| 10Y Return (Ann) | 5.06% | 20.87% |
| Sharpe Ratio | 2.19 | 2.53 |
| Sortino Ratio | 3.26 | 3.13 |
| Omega Ratio | 1.42 | 1.44 |
| Calmar Ratio | 1.06 | 3.42 |
| Martin Ratio | 11.18 | 12.40 |
| Ulcer Index | 2.61% | 4.19% |
| Daily Std Dev | 13.46% | 20.64% |
| Max Drawdown | -68.40% | -54.63% |
| Current Drawdown | -7.28% | -0.77% |
Correlation
The correlation between IWDP.AS and VGT is 0.34, 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. VGT - Performance Comparison
In the year-to-date period, IWDP.AS achieves a 10.71% return, which is significantly lower than VGT's 25.28% return. Over the past 10 years, IWDP.AS has underperformed VGT with an annualized return of 5.06%, while VGT has yielded a comparatively higher 20.87% 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. VGT - Expense Ratio Comparison
IWDP.AS has a 0.59% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
IWDP.AS vs. VGT - 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 Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
IWDP.AS's dividend yield for the trailing twelve months is around 3.24%, more than VGT's 0.62% 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% |
VGT Vanguard Information Technology ETF | 0.62% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
IWDP.AS vs. VGT - Drawdown Comparison
The maximum IWDP.AS drawdown since its inception was -68.40%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IWDP.AS and VGT. For additional features, visit the drawdowns tool.
Volatility
IWDP.AS vs. VGT - Volatility Comparison
The current volatility for iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) is 2.76%, while Vanguard Information Technology ETF (VGT) has a volatility of 4.78%. This indicates that IWDP.AS experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.