PSRU.L vs. PSWD.DE
Compare and contrast key facts about Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.L) and Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE).
PSRU.L and PSWD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSRU.L is a passively managed fund by Invesco that tracks the performance of the FTSE AllSh TR GBP. It was launched on Dec 3, 2007. PSWD.DE is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI All-World 3000. It was launched on Dec 3, 2007. Both PSRU.L and PSWD.DE 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: PSRU.L or PSWD.DE.
Correlation
The correlation between PSRU.L and PSWD.DE is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PSRU.L vs. PSWD.DE - Performance Comparison
Key characteristics
PSRU.L:
1.86
PSWD.DE:
2.04
PSRU.L:
2.53
PSWD.DE:
2.72
PSRU.L:
1.32
PSWD.DE:
1.40
PSRU.L:
3.43
PSWD.DE:
2.63
PSRU.L:
10.42
PSWD.DE:
11.74
PSRU.L:
2.00%
PSWD.DE:
1.84%
PSRU.L:
11.20%
PSWD.DE:
10.64%
PSRU.L:
-46.48%
PSWD.DE:
-36.39%
PSRU.L:
-2.04%
PSWD.DE:
-0.16%
Returns By Period
The year-to-date returns for both investments are quite close, with PSRU.L having a 5.92% return and PSWD.DE slightly higher at 6.21%. Over the past 10 years, PSRU.L has underperformed PSWD.DE with an annualized return of 7.16%, while PSWD.DE has yielded a comparatively higher 9.10% annualized return.
PSRU.L
5.92%
1.14%
7.05%
19.83%
8.34%
7.16%
PSWD.DE
6.21%
2.29%
13.25%
20.56%
11.11%
9.10%
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PSRU.L vs. PSWD.DE - Expense Ratio Comparison
Both PSRU.L and PSWD.DE have an expense ratio of 0.39%.
Risk-Adjusted Performance
PSRU.L vs. PSWD.DE — Risk-Adjusted Performance Rank
PSRU.L
PSWD.DE
PSRU.L vs. PSWD.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.L) and Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE). 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
PSRU.L vs. PSWD.DE - Dividend Comparison
PSRU.L's dividend yield for the trailing twelve months is around 3.95%, more than PSWD.DE's 2.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSRU.L Invesco FTSE RAFI UK 100 UCITS ETF | 3.95% | 4.18% | 4.16% | 4.02% | 3.93% | 2.97% | 4.76% | 4.65% | 3.91% | 3.49% | 4.29% | 5.53% |
PSWD.DE Invesco FTSE RAFI All World 3000 UCITS ETF | 2.14% | 2.27% | 2.48% | 2.66% | 1.92% | 1.98% | 2.37% | 2.56% | 2.06% | 1.97% | 2.02% | 0.83% |
Drawdowns
PSRU.L vs. PSWD.DE - Drawdown Comparison
The maximum PSRU.L drawdown since its inception was -46.48%, which is greater than PSWD.DE's maximum drawdown of -36.39%. Use the drawdown chart below to compare losses from any high point for PSRU.L and PSWD.DE. For additional features, visit the drawdowns tool.
Volatility
PSRU.L vs. PSWD.DE - Volatility Comparison
Invesco FTSE RAFI UK 100 UCITS ETF (PSRU.L) has a higher volatility of 2.68% compared to Invesco FTSE RAFI All World 3000 UCITS ETF (PSWD.DE) at 1.97%. This indicates that PSRU.L's price experiences larger fluctuations and is considered to be riskier than PSWD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.