PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IWDP.AS vs. WINC.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IWDP.AS vs. WINC.AS

Last updated Jun 4, 2026

IWDP.AS (iShares Developed Markets Property Yield UCITS ETF USD (Dist)) and WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) are both exchange-traded funds - IWDP.AS is a REIT fund tracking the FTSE EPRA Nareit Global TR USD, while WINC.AS is a Global Equity Income fund actively managed by iShares. IWDP.AS is passively managed, while WINC.AS is actively managed. Over the past year, IWDP.AS returned 8.45% vs 22.52% for WINC.AS. At a 0.39 correlation, their price movements are largely independent. IWDP.AS charges 0.59%/yr vs 0.35%/yr for WINC.AS.

Performance

IWDP.AS vs. WINC.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

IWDP.AS is traded in EUR, while WINC.AS is traded in USD. To make them comparable, the WINC.AS values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IWDP.AS achieves a 7.91% return, which is significantly lower than WINC.AS's 9.49% return.

IWDP.AS

1D
0.41%
1M
-0.38%
YTD
7.91%
6M
8.11%
1Y
8.45%
3Y*
5.65%
5Y*
1.62%
10Y*
2.95%

WINC.AS

1D
-0.33%
1M
3.94%
YTD
9.49%
6M
10.50%
1Y
22.52%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWDP.AS vs. WINC.AS - Yearly Performance Comparison

2026 (YTD)20252024
IWDP.AS
iShares Developed Markets Property Yield UCITS ETF USD (Dist)		7.91%-3.33%8.83%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.49%7.70%12.74%

Correlation

The correlation between IWDP.AS and WINC.AS is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2024

0.39

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Developed Markets Property Yield UCITS ETF USD (Dist)

iShares World Equity High Income UCITS ETF USD Inc

Often compared with IWDP.AS:
IWDP.AS vs. HPRD.LIWDP.AS vs. TREG.LIWDP.AS vs. VGOV.LIWDP.AS vs. HPRO.LIWDP.AS vs. BIRDXIWDP.AS vs. VNQIWDP.AS vs. SPY
Often compared with WINC.AS:
WINC.AS vs. JEPQWINC.AS vs. JEPG.LWINC.AS vs. JEQP.LWINC.AS vs. VWRL.ASWINC.AS vs. SWDA.LWINC.AS vs. TDGB.LWINC.AS vs. QQQI

Return for Risk

IWDP.AS vs. WINC.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IWDP.AS
IWDP.AS Risk / Return Rank: 2222
Overall Rank
IWDP.AS Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
IWDP.AS Sortino Ratio Rank: 2121
Sortino Ratio Rank
IWDP.AS Omega Ratio Rank: 2121
Omega Ratio Rank
IWDP.AS Calmar Ratio Rank: 2424
Calmar Ratio Rank
IWDP.AS Martin Ratio Rank: 2424
Martin Ratio Rank
WINC.AS
WINC.AS Risk / Return Rank: 7474
Overall Rank
WINC.AS Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7878
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7070
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7373
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IWDP.AS vs. WINC.AS - Risk-Adjusted Trends 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 World Equity High Income UCITS ETF USD Inc (WINC.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.

IWDP.ASWINC.ASDifference
Sharpe ratioReturn per unit of total volatility
0.77
2.06

-1.29

Sortino ratioReturn per unit of downside risk
1.14
2.91

-1.77

Omega ratioGain probability vs. loss probability

1.14

1.38

-0.24

Calmar ratioReturn relative to maximum drawdown

1.11

5.27

-4.16

Martin ratioReturn relative to average drawdown

3.24

18.52

-15.28

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IWDP.AS vs. WINC.AS - Sharpe Ratio Comparison

The current IWDP.AS Sharpe Ratio is 0.77, which is lower than the WINC.AS Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of IWDP.AS and WINC.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

IWDP.ASWINC.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

2.06

-1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

1.18

-1.01

Drawdowns

IWDP.AS vs. WINC.AS - Drawdown Comparison

The maximum IWDP.AS drawdown since its inception was -70.13%, which is greater than WINC.AS's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for IWDP.AS and WINC.AS.

Loading charts...

Drawdown Indicators

IWDP.ASWINC.ASDifference

Max Drawdown

Largest peak-to-trough decline

-70.13%

-18.74%

-51.39%

Max Drawdown (1Y)

Largest decline over 1 year

-7.55%

-4.26%

-3.29%

Max Drawdown (3Y)

Largest decline over 3 years

-19.92%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-29.88%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-41.55%

—

—

Current Drawdown

Current decline from peak

-7.03%

-0.69%

-6.34%

Average Drawdown

Average peak-to-trough decline

-15.78%

-3.04%

-12.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

1.21%

+1.38%

Volatility

IWDP.AS vs. WINC.AS - Volatility Comparison

iShares Developed Markets Property Yield UCITS ETF USD (Dist) (IWDP.AS) has a higher volatility of 3.54% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 2.94%. This indicates that IWDP.AS's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

IWDP.ASWINC.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

2.94%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

8.15%

8.04%

+0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

10.90%

10.89%

+0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.41%

14.39%

+0.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.98%

14.39%

+1.59%

IWDP.AS vs. WINC.AS - Expense Ratio Comparison

IWDP.AS has a 0.59% expense ratio, which is higher than WINC.AS's 0.35% expense ratio.

Dividends

IWDP.AS vs. WINC.AS - Dividend Comparison

IWDP.AS's dividend yield for the trailing twelve months is around 3.01%, less than WINC.AS's 9.70% yield.

PositionTTM20252024202320222021202020192018201720162015
IWDP.AS
iShares Developed Markets Property Yield UCITS ETF USD (Dist)		3.01%3.20%3.10%3.16%3.71%2.11%3.18%2.91%3.87%3.11%3.07%2.96%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.70%9.38%4.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IWDP.AS and WINC.AS have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WINC.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WINC.AS is cheaper with a 0.35% expense ratio, compared with 0.59% for IWDP.AS.

IWDP.AS is categorized as REIT, while WINC.AS is Global Equity Income. Their fees differ too: 0.59% for IWDP.AS and 0.35% for WINC.AS.

Portfolio Optimizer

Find the right allocation for IWDP.AS and WINC.AS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer