PADV.L vs. CPJ1.L
Compare and contrast key facts about SPDR S&P Pan Asia Dividend Aristocrats UCITS (PADV.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L).
PADV.L and CPJ1.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PADV.L is a passively managed fund by State Street that tracks the performance of the MSCI AC Asia Pacific NR USD. It was launched on May 14, 2013. CPJ1.L is a passively managed fund by iShares that tracks the performance of the MSCI Pacific Ex Japan NR USD. It was launched on Jan 12, 2010. Both PADV.L and CPJ1.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: PADV.L or CPJ1.L.
Key characteristics
| PADV.L | CPJ1.L | |
|---|---|---|
| YTD Return | 2.21% | 8.68% |
| 1Y Return | 7.52% | 16.92% |
| 3Y Return (Ann) | -0.43% | 3.52% |
| 5Y Return (Ann) | -0.81% | 4.67% |
| 10Y Return (Ann) | 3.96% | 6.17% |
| Sharpe Ratio | 0.51 | 1.26 |
| Sortino Ratio | 0.81 | 1.85 |
| Omega Ratio | 1.10 | 1.22 |
| Calmar Ratio | 0.43 | 1.07 |
| Martin Ratio | 1.64 | 5.93 |
| Ulcer Index | 4.50% | 2.71% |
| Daily Std Dev | 14.30% | 12.72% |
| Max Drawdown | -28.34% | -32.49% |
| Current Drawdown | -9.90% | -1.86% |
Correlation
The correlation between PADV.L and CPJ1.L is 0.83, 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
PADV.L vs. CPJ1.L - Performance Comparison
In the year-to-date period, PADV.L achieves a 2.21% return, which is significantly lower than CPJ1.L's 8.68% return. Over the past 10 years, PADV.L has underperformed CPJ1.L with an annualized return of 3.96%, while CPJ1.L has yielded a comparatively higher 6.17% 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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PADV.L vs. CPJ1.L - Expense Ratio Comparison
PADV.L has a 0.55% expense ratio, which is higher than CPJ1.L's 0.20% expense ratio.
Risk-Adjusted Performance
PADV.L vs. CPJ1.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Pan Asia Dividend Aristocrats UCITS (PADV.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.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
PADV.L vs. CPJ1.L - Dividend Comparison
PADV.L's dividend yield for the trailing twelve months is around 3.09%, while CPJ1.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PADV.L SPDR S&P Pan Asia Dividend Aristocrats UCITS | 3.09% | 2.93% | 3.44% | 2.91% | 2.96% | 2.79% | 87.74% | 61.14% | 75.04% | 5.24% | 2.78% |
CPJ1.L iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PADV.L vs. CPJ1.L - Drawdown Comparison
The maximum PADV.L drawdown since its inception was -28.34%, smaller than the maximum CPJ1.L drawdown of -32.49%. Use the drawdown chart below to compare losses from any high point for PADV.L and CPJ1.L. For additional features, visit the drawdowns tool.
Volatility
PADV.L vs. CPJ1.L - Volatility Comparison
SPDR S&P Pan Asia Dividend Aristocrats UCITS (PADV.L) has a higher volatility of 5.65% compared to iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L) at 5.11%. This indicates that PADV.L's price experiences larger fluctuations and is considered to be riskier than CPJ1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.